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February 2024 by Peggy H.
I have been a client of Chatterton & Associates for more than 10 years. I have had excellent returns on my investments even in years when the markets have been down. I appreciate the fact that my financial advisor can easily communicate with my tax preparer and that both have all the details of my Trust. They all work together which gives me peace of mind.
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January 2024 by Gina Ramirez
We are very pleased with the representation we’ve received from Chatterton and Associates. I could not recommend them more highly.
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November 2023 by Richard W.
Chatterton is an outstanding full service financial services provider. They have investment management, tax planning and preparation, and estate planning (legal). They have access to all stocks/funds including SEI, which are highly rated. It is not a commission based process, so they do not make recommendations for their benefit. The personnel are excellent, professional, and work diligently for their clients. As a client for over 10 years, I strongly recommend Chatterton.
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June 2022 by Jack E.
ROBERT CHATTERTON invested my retirement money, he is very good on talking and giving you charts and curves, of course he claimed he will make me money and that he has expertise...bla ... bla...blaHe invested my money in funds that of course paid him a high commission, I lost $100,000 in a few months....In my opinion he is a thief, he should be in jail, he is a parasite making stealing people retirement.In my opinion Robert Chatterton is a devil, he makes money and you lose money, the more you lose the more he gainsIn my opinion he should be investigated and should be in jail
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December 2020 by Arthur S.
Worst case scenario. This guy was hired by my dad and did none of the things he promised. But then he gave my dad inaccurate tax advice (ummm... he isn't a CPA) and when I brought it to his attention that he is mistaken he refused to correct himself. Stating that I'm not his client so it's ok that he gave my dad bad info. My dad doesn't seem to care because this guy carries professional liability insurance but I don't think it covers tax advice, even though that is something he is selling, you need to be a CPA for that! Zero professionalism. Zero. And lazy too.
