Contact
Julianne M. Charlesworth, CPA
Monday: 9:00 AM - 4:00 PM
Tuesday: 9:00 AM - 6:00 PM
Wednesday: 9:00 AM - 4:00 PM
Thursday: 9:00 AM - 6:00 PM
Friday: 9:00 AM - 4:00 PM
Saturday: CLOSED
Sunday: CLOSED
2000 Comeford Road, Suite 1
Valparaiso, IN 46383
219-531-9519
Securities offered through AvantaxSM, Member FINRA,SIPC, Insurance services offered through Avantax Insurance AgencySM. Charlesworth Financial Services, LLC is not a registered broker/dealer or registered investment advisory firm. Investments & Insurance Products: Not FDIC Insured – No Bank Guarantee – May Lose Value. Units of the 529 plan investment options are municipal securities and may be subject to market value fluctuation. Before investing in a state specific 529 plan, you should compare your own state's qualified tuition program and any state tax or other advantages it may provide.