Charlesworth Financial Services

Accounting for Legal Practices · Indiana, United States · 11-50 Employees

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Overview

Headquarters

2000 Comeford Rd Ste 1, Valparaiso, Indi...

Phone Number

(219) 531-9519

Revenue

<$5 Million

Industry

Accounting for Legal Practices Finance Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Charlesworth Financial Services

Charlesworth Financial Services, LLC specializes in financial planning and accounting services, leveraging over 30 years of tax experience to provide tax-smart financial solutions. They offer a range of services including tax preparation, bookkeeping, retirement planning, and investment management, catering to both individuals and businesses. The firm emphasizes a comprehensive approach to financial planning, helping clients maximize deductions and navigate their financial paths effectively. Their target clients include business owners and individuals seeking expert financial guidance and support.Explore more
Charlesworth Financial Services's Social MediaPopular SearchesCharlesworth Financial Services LLCCharlesworth Financial ServicesSIC Code 87,872NAICS Code 54,541Show more

Charlesworth Financial Services Org Chart

PhoneEmail
MW
United States flag for contact location.

Certified Public Accountant and Financial Pro...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Charlesworth Financial Se...

<$5M
11-50
Private
-
1992
MW
Mary WherrettCertified Public Accountant and Financial Professional
<$5M
11-50
Private
-
2000
MF
Melody FeniksOwner, CPA, CGMA
<$5M
1-10
Private
-
1986
N/A
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2001
<$5M
1-10
Private
-
2016
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Charlesworth Financial Services is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Charlesworth Financial Services is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Charlesworth Financial Services.

Charlesworth Financial Services Tech Stack

A closer look at the technologies used by Charlesworth Financial Services

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Charlesworth Financial Services

What is Charlesworth Financial Services's official website?
Charlesworth Financial Services's official website is charlesworth.cpa
What is Charlesworth Financial Services's Revenue?
Charlesworth Financial Services's revenue is <$5 Million
What is Charlesworth Financial Services's SIC code?
Charlesworth Financial Services's SIC: 87,872
What is Charlesworth Financial Services's NAICS code?
Charlesworth Financial Services's NAICS: 54,541
How many employees does Charlesworth Financial Services have?
Charlesworth Financial Services has 11-50 employees
What industry does Charlesworth Financial Services belong to?
Charlesworth Financial Services is in the industry of: Accounting for Legal Practices, Finance, Business Services
What is Charlesworth Financial Services competition?
Charlesworth Financial Services top competitors include: Recon Works, Karim & Associates Financial Services, Schneider & Shilling, CPA's, Gordon P Chow CPA
What technology does Charlesworth Financial Services use?
Some of the popular technologies that Charlesworth Financial Services uses are: Cloudflare Website Optimization, AppRiver, Google Cloud Web Serving, Google Cloud Platform
How do I contact Charlesworth Financial Services?
Charlesworth Financial Services contact info: Phone number: (219) 531-9519 Website: charlesworth.cpa
What does Charlesworth Financial Services do?

Charlesworth Financial Services, LLC specializes in financial planning and accounting services, leveraging over 30 years of tax experience to provide tax-smart financial solutions. They offer a range of services including tax preparation, bookkeeping, retirement planning, and investment management, catering to both individuals and businesses. The f... irm emphasizes a comprehensive approach to financial planning, helping clients maximize deductions and navigate their financial paths effectively. Their target clients include business owners and individuals seeking expert financial guidance and support.Read More

What are Charlesworth Financial Services social media links?
Charlesworth Financial Services Linkedin page
Is Charlesworth Financial Services a public company?
Charlesworth Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Charlesworth Financial Services

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