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
Annuities
Learn how an annuity can help protect and grow your retirement savings. - 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.
Reviews for Charles Wheeler
- April 3, 20245.0 out of 5.0Rating 5.0Charlie 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.
- March 23, 20245.0 out of 5.0Rating 5.0Great customer service. He provided valuable financial advice to me about my planned retirement.
- March 14, 20245.0 out of 5.0Rating 5.0Why? 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.
- March 14, 20245.0 out of 5.0Rating 5.0Great service. Very responsive when called and emailed.
- March 13, 20245.0 out of 5.0Rating 5.0Fantastic experience very knowledgeable,very polite. Couldn’t ask for a better person to help me through this process.
- February 27, 20245.0 out of 5.0Rating 5.0Charles 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. - February 14, 20245.0 out of 5.0Rating 5.0I 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. - February 6, 20245.0 out of 5.0Rating 5.0Exeptional helping with all our needs with regardes to life insurance and retirement. Highly recomended on all aspects of insurance.
- January 31, 20245.0 out of 5.0Rating 5.0Charles 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.
- January 29, 20245.0 out of 5.0Rating 5.0Charlie 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.
- January 29, 20245.0 out of 5.0Rating 5.0Charles has been my agent for several years now and has been very helpful in helping me plan my where should place my assets.
- December 11, 20235.0 out of 5.0Rating 5.0Charles 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.
- December 11, 20235.0 out of 5.0Rating 5.0I 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.
- December 6, 20235.0 out of 5.0Rating 5.0Charles 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.
- December 6, 20235.0 out of 5.0Rating 5.0Charles 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.
- December 6, 20235.0 out of 5.0Rating 5.0Working with Charles is a pleasure.
He is reassuring and dependable. - December 6, 20235.0 out of 5.0Rating 5.0Charles has been very helpful with my questions. Very professional and he answer the call and responds in a timely fashion. Very happy.
- December 6, 20235.0 out of 5.0Rating 5.0Charles 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. .
- October 26, 20235.0 out of 5.0Rating 5.0Charles 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!
- June 4, 20235.0 out of 5.0Rating 5.0So happy with the experience we had with Charles. He is informative and answered any questions we had. Don't hesitate to book an appointment!
FAQs
Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
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?