Charles Wheeler

Charlie is always informative and very helpful. I am so happy I found him.!

Charles does an excellent job in helping to navigate through medicare supplement plans. He recently signed me over to tufts plan which has great benefits for me. He is extremely experienced in this area and is caring and supportive to insure that my medical needs are covered. A great asset to this business. I highly recommend him to anyone looking for insurance.

Charles came to my house and explained the various Medicare supplemental products available that pertained to myself and my family. Charles is quite knowledgeable and explained and answered our questions in language we could understand. We would recommend Charles to anyone looking to unravel the complexities of these Medicare products and get this advice on the best fit for the individual applying.

Charles is a great person to work with. Very knowledgeable and professional. I highly recommend. If you need help with insurance needs or financial services… run … don’t walk.

Charles is very knowledgeable on the Medicare options and he can break it all down to where it's easily understood. He came to my place for a couple of discussions and was very responsive to emails/calls for any follow up questions. I'd recommend him highly.

Excellent Service, Thank You

Met Charles at my house from a email and phone call we had to set up. Charles was very flexible and on time. He addressed exactly my needs and more. I needed life insurance as well as my Medicare part A and B with less deductibles and copays. I referred him to my family members and my senior community. His personality was great and had no problem tackling my issues. You are lucky to have him!

Very attentive made everything easy to understand!

Charles was very helpful for me with a financial review and assistance navigating the Medicare scene. He is very knowledgeable and efficient.

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.

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!

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.

Very knowledgeable and eSy to work with.

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!

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.

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!

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.

got what I needed.very informed.

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.

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.