

Charles Wheeler

Charles WheelerFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Waltham, MA
Charles Wheeler, Bankers Life Agent and Bankers Life Securities Financial Representative in Waltham, MA
Day of the Week | Hours |
---|---|
Monday | 8:00 AM - 7:00 PM |
Tuesday | 8:00 AM - 7:00 PM |
Wednesday | 8:00 AM - 7:00 PM |
Thursday | 8:00 AM - 7:00 PM |
Friday | 8:00 AM - 7:00 PM |
Saturday | 8:00 AM - 7:00 PM |
Sunday | Closed |
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
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Explore Medicare Advantage

You have many choices when it comes to Medicare – I can help you compare Medicare Advantage plans to find the right coverage for you. * Medicare Advantage (Part C) is an all\-in\-one alternative to Original Medicare Parts A and B. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.
Products & Services Offered in Waltham, MA
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Life Insurance
Find out how life insurance can help protect the financial security of you and your family. - Explore
Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover. - Explore
Long-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness. - Explore
Brokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities. - Explore
Advisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Financial Calculators & Tools

Reviews for Charles Wheeler
- March 13, 20255.0 out of 5.0Rating 5.0Charles was very helpful for me with a financial review and assistance navigating the Medicare scene. He is very knowledgeable and efficient.
- February 3, 20255.0 out of 5.0Rating 5.0THE SERVICE I RECEIVED FROM CHARLIE IS WHAT IS MISSING IN TODAY'S WORLD. CHARLIE IS MY WIFE'S AGENT. I HAD A PROBLEM WITH MY INSURANCE AND REACHED OUT TO HIM FOR HELP. HE WAS GREAT! HE WAS ABLE TO GIVE ME SOME INFORMATION, OBTAIN INFORMATION FOR ME. WHEN IT IS TIME TO RE-UP I WILL BE CALLING HIM FOR SURE.
- December 28, 20245.0 out of 5.0Rating 5.0Charles Wheeler was referred to us by a family relative, and we couldn’t be more grateful. He has been an incredible support and resource throughout our journey. Charles is patient, understanding, and takes the time to break things down in a way that’s easy for us to understand. His professionalism and genuine care for his clients truly set him apart.
If you’re looking for someone knowledgeable and trustworthy, you don’t have to hesitate to have Charles on your team. Highly recommend! - December 26, 20245.0 out of 5.0Rating 5.0Charles Wheeler has been a true lifesaver in the process of signing my husband up for medicare coverage. The information out there is so overwhelming and often confusing. He was able to summarize our choices and help us make a such a big decision knowing he had our backs. I can't recommend him enough. He is prompt with responses and a true professional that is a pleasure to work with.
- December 21, 20245.0 out of 5.0Rating 5.0Very knowledgeable and eSy to work with.
- December 5, 20245.0 out of 5.0Rating 5.0Charles is a pleasure to do business with personable, professional and very knowledgeable. My husband and I are so happy to have him looking out for us!
- November 22, 20245.0 out of 5.0Rating 5.0Chuck is a very knowledgable and helpful resource. We received his name as a referral from another very happy friend who shared his experience in a large group. Chuck was able to respond quickly to our questions, and we feel like our plans reflect that work he has done with others and his understanding of both Medicare and our needs. Highly recommend.
- November 8, 20245.0 out of 5.0Rating 5.0I have been working with Charles for many years. I remember the first time meeting him, he was so respectful and helpful. I had just retired and he helped me make the adjustment to Medicare and supplement health plans. The most important thing is, whenever I need him he responds immediately. Thank you Charles!
- October 18, 20245.0 out of 5.0Rating 5.0Charles was very helpful and gave me wonderful suggestions for picking a Medicare D plan. It's nice to know that you have someone to contact that will help you make decisions. Would highly recommend him.
- October 17, 20245.0 out of 5.0Rating 5.0got what I needed.very informed.
- October 16, 20245.0 out of 5.0Rating 5.0Always available to help and offers sound advice. Responds to questions in a timely manner and is always professional. Listens well to customers concerns and questions.
- October 12, 20245.0 out of 5.0Rating 5.0Charles was great to work with when we needed to update our overall retirement and estate plans. Being relatively new to the area, we wanted to find someone we could trust, and we found that with Charles. He was able to find the best products to suit our needs. He is patient, knowledgeable, and a pleasure to work with.
- October 11, 20245.0 out of 5.0Rating 5.0Charles was extremely helpful when I moved to the Boston area and needed to get health insurance. I am very pleased with what he recommended.. I also really appreciate his timely responses to my communications.
- October 8, 20245.0 out of 5.0Rating 5.0Charles always is so helpful and explains everything. I would recommend his service to my friends and family.
- September 11, 20245.0 out of 5.0Rating 5.0Very thorough agents
- July 25, 20245.0 out of 5.0Rating 5.0hello, i met Charles from my sister in law. Charles is wonderful. he is very knowledgeable and very kind. Charles was very helpful with my husband and myself getting started with Medicare Insurance plan. He was able for me to understand the process and getting myself the right plan. Charles was also helpful on getting life insurance as well .I highly recommend him as an agent . You cannot go wrong.
- July 24, 20245.0 out of 5.0Rating 5.0Working with Charles was a delight due to his extensive expertise, wealth of experience, and remarkable efficiency. Working with him was a delight because he never missed a meeting and was always punctual.
KDM - June 22, 20245.0 out of 5.0Rating 5.0Charles is exceptional at making you feel at ease. He is al great communicator and connects easily with people. He has provided excellent information on both Medicare and Medicare Advantages programs and also with Annuities. His customer service is above and beyond!
- May 30, 20245.0 out of 5.0Rating 5.0Charles was exceptional while helping me plan for the future. Getting all my retirement stuff planned well in advance gives me great peace of mind and Charles was crucial in this endeavor.
- May 27, 20245.0 out of 5.0Rating 5.0Charles was very knowledgable and provided answers to all our questions/concerns about enrolling in Medicare, as well as obtaining Life Insurance. His follow up was great. Navigating through those processes was made so much easier with his help. Highly recommend!
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Let's Talk About Your Plans for Long-Term Care!

As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?