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Charles Wheeler

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
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 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 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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Financial Calculators & Tools

Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Reviews

Reviews for Charles Wheeler

5.0
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(49 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles was very helpful for me with a financial review and assistance navigating the Medicare scene. He is very knowledgeable and efficient.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    THE 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles 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!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and eSy to work with.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles 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!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Chuck 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I 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!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    got what I needed.very informed.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles always is so helpful and explains everything. I would recommend his service to my friends and family.
  • 5.0 out of 5.0
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    Very thorough agents
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    hello, 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Working 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
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles 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!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles 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!
Displaying reviews 1 - 1 out of the 20 most recent

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Let's Talk About Your Plans for Long-Term Care!

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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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