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

5.0

(41 Reviews)Leave a Review

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Meet Charles Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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Meet Charles Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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

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Hours

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.

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.

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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

(41 Reviews)

Virginia P
October 18, 2024
5.0 out of 5.0
Rating 5.0
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.
Stephen J
October 17, 2024
5.0 out of 5.0
Rating 5.0
got what I needed.very informed.
Karen C
October 16, 2024
5.0 out of 5.0
Rating 5.0
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.
Trish W
October 12, 2024
5.0 out of 5.0
Rating 5.0
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.
Timothy O
October 11, 2024
5.0 out of 5.0
Rating 5.0
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.
Barbara W
October 8, 2024
5.0 out of 5.0
Rating 5.0
Charles always is so helpful and explains everything. I would recommend his service to my friends and family.
Arthur A
September 11, 2024
5.0 out of 5.0
Rating 5.0
Very thorough agents
June D
July 25, 2024
5.0 out of 5.0
Rating 5.0
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.
Kenneth M
July 24, 2024
5.0 out of 5.0
Rating 5.0
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
Denise L
June 22, 2024
5.0 out of 5.0
Rating 5.0
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!
Ryan M
May 30, 2024
5.0 out of 5.0
Rating 5.0
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.
Cindy P
May 27, 2024
5.0 out of 5.0
Rating 5.0
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!
Brian M
May 2, 2024
5.0 out of 5.0
Rating 5.0
Charles was wonderful! Was patient and explained all the In-N-Out, and allowed me to make a choice from there. A lot of this can be very can confusing, but Charles has a way of making it simple.
Garth M
April 20, 2024
5.0 out of 5.0
Rating 5.0
Charles did a great job walking us through the process to review options and get enrolled in Medicare. Very knowledgeable and responsive from start to finish. Can highly recommend him for financial or help with Medicare enrollment support.
M. H
April 11, 2024
5.0 out of 5.0
Rating 5.0
Charles does a great job of guiding you through the steps of retirement planning.
Covers all aspects of retirement, from social security to medicare application and beyond.
I highly recommend his expertise !
Brian C
April 3, 2024
5.0 out of 5.0
Rating 5.0
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.
Coral R
March 23, 2024
5.0 out of 5.0
Rating 5.0
Great customer service. He provided valuable financial advice to me about my planned retirement.
Ron S
March 14, 2024
5.0 out of 5.0
Rating 5.0
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.
Sydney G
March 14, 2024
5.0 out of 5.0
Rating 5.0
Great service. Very responsive when called and emailed.
Steven I
March 13, 2024
5.0 out of 5.0
Rating 5.0
Fantastic experience very knowledgeable,very polite. Couldn’t ask for a better person to help me through this process.

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FAQs

Long-term care is the type of assistance people need when they can no longer perform some or all basic activities of daily living (ADLs) which can include eating, bathing, continence, dressing, toileting and transferring (that is, moving in or out of a bed, chair or wheelchair). Long-term care needs typically arise as part of the normal aging process, but they also can be due to an injury or illness, such as multiple sclerosis, stroke or rheumatoid arthritis, or due to a cognitive impairment like Alzheimer’s disease. Medicare may not cover many of these costs associated with aging.

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