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Charles Wheeler

Insurance Sales Representative, Bankers Life and Casualty Company
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Direct Phone:
(508) 720-7026(508) 720-7026
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Charles WheelerFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Waltham, MA

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Meet Charles Wheeler
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
CT, FL, MA, ME, NH, NY, OH, OR, PA, SC, TX
professional background
Joined Bankers Life in 2011Became a Financial Representative in 2018Began work in the Insurance Industry in 2011Education: UMass-Amherst
designations received
Insurance Designations: Certified Long Term Care, Social Security Certification – The American College
personal background
Community Involvement: Haverhill Chamber of Commerce, Masonic Lodge, Garibaldi-Liguria Club, and proud supporter of the Alzheimer's Association.

Charles Wheeler, Bankers Life Agent and Bankers Life Securities Financial Representative in Waltham, MA

8:00 AM - 7:00 PM 8:00 AM - 7:00 PM 8:00 AM - 7:00 PM 8:00 AM - 7:00 PM 8:00 AM - 7:00 PM 8:00 AM - 7:00 PMClosed Today
Contact Me
Office Phone:
(508) 820-8301(508) 820-8301
Direct Phone:
(508) 720-7026(508) 720-7026
Cell Phone:
(978) 994-0975(978) 994-0975
charles.wheeler@bankerslife.com
Branch Info
300 5th Ave
Ste 6010
Waltham, MA 02451
US
Hours
Day of the WeekHours
Monday8:00 AM - 7:00 PM
Tuesday8:00 AM - 7:00 PM
Wednesday8:00 AM - 7:00 PM
Thursday8:00 AM - 7:00 PM
Friday8:00 AM - 7:00 PM
Saturday8:00 AM - 7:00 PM
SundayClosed

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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

FORGET ME NOT DAYS

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 22nd anniversary of the campaign. Since 2003, we’ve helped raise nearly $7.5 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

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

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
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  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
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  • 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.
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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
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  • 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.
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  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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Reviews

Reviews for Charles Wheeler

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(26 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charlie made this process easy with his expertise, timely service and follow up and practical, appropriate recommendation. Most of the literature on Medicare is confusing and complicated, Charlie made it easy to understand and far less daunting to cut through the sea of info and make a confident decision.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. He provided valuable financial advice to me about my planned retirement.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Why? Why did I stress so long before calling Charles. He came over to my house, got to know my needs and my knowledge level, had a great discussion and got me everything I needed no problem, no pressure.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service. Very responsive when called and emailed.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Fantastic experience very knowledgeable,very polite. Couldn’t ask for a better person to help me through this process.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles was very helpful when it was time for me to sign up for Medicare. He is very knowledgeable and explains everything you need to know for the right coverage for you.
    Charles follows up with me every year making sure I know any changes in benefits or new plans. I believe he genuinely cares about helping his clients and finding the right medical plans for them.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I have worked with Charles Wheeler the last few years on Medicare options. He provided helpful and honest recommendations and information on what was available to me.
    He was consistently thorough and prompt with his emails and our phone conversations were always productive.
    He is a straight shooter, easy to work with and seems like a genuine nice guy, as well as an expert in his field.
    If you need some guidance on Medicare options, I recommend Charles as a great place to start.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Exeptional helping with all our needs with regardes to life insurance and retirement. Highly recomended on all aspects of insurance.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles is amazing ! His knowledge base is vast. He explains things is simple terms, which helps to understand otherwise complicated processes. Easy to talk with- pleasant, friendly and reassuring. It's rare these days to have such a trustworthy, dependable, professional on your side. Always responds in a timely manner. I recommend him highly.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charlie is a great guy! Both my husband and myself have known him for years. He has been a great help to us regarding our Life Insurance, Medicare questions and any help we need with financial questions. We would recommend Charlie to anyone looking for help in these areas. He is very knowledgeable and insightful with each individual's needs.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles has been my agent for several years now and has been very helpful in helping me plan my where should place my assets.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles was very helpful when it was time for me to sign up for medicare. He is extremely knowledgeable, and explained the process, requirements, and various options for coverage. With his assistance, I chose a medicare advantage plan that worked very well for me. Charles followed up with me this year, and recommended a new plan with additional benefits. Charles is a pleasure to work with, and I believe he genuinely cares about helping his clients find the right plan for them.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I couldn’t have asked for a better experience with Charles Wheeler. His experience, knowledge and professionalism made the process of applying for Medicare and choosing a healthcare plan easy to understand. He was quick to respond to any correspondence.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles was great, very knowledgeable on my personal needs. He explained the options along with the pros and cons to make an informed decision for my needs. No pressure, just the facts. I highly recommend his services.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles is excellent to work with! He is very personable and knowledgeable and has excellent communication skills. Always responds quickly and makes you fell that you are in good hands.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Working with Charles is a pleasure.
    He is reassuring and dependable.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles has been very helpful with my questions. Very professional and he answer the call and responds in a timely fashion. Very happy.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles is excellent. I highly recommend him to anyone looking for any help regarding Ira's and banking needs. He is highly qualified & knows his stuff. He has done a wonderful job with all my issue's & is willing to help any way he can. He is a very pleasant person & will bend over backwards to help. I can't thank him enough for helping me with all my needs. .
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles was available, helpful, easy to talk to and made the difficult time of my mothers passing a little easier to get through. Thank you, Charles!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    So happy with the experience we had with Charles. He is informative and answered any questions we had. Don't hesitate to book an appointment!
Displaying reviews 1 - 1 out of the 20 most recent

FAQs

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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?

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