Lambertville, MI Financial Advisor

Chart Advisors, Inc.

For all of your financial advisory and planning needs in Lambertville, MI and the Toledo, OH area, contact Chart Advisors, Inc. Serving our community for over 15 years, we've help hundreds of clients save money and improve their bottom line.

We offer you a full service financial office. As a small business owner you can have Payroll, Health benefits and Retirement plan, from one professional. No need to have your money all over town. Our goal is to build a personal relationship with you so we can better know your needs and surpass your expectations. Experienced in taxation and financial planning we can help you to achieve financial success!.


Chart Advisors, Inc.'s Services Include:


  • Accounting / bookkeeping - Improve the bottom line of your business
  • Tax services - From filing to your return, we take care of all the work
  • Employee benefit management - We'll help you optimize your 401K and insurance plans.


Make your money work for you, and ask about our investment advisory services. Leland T. Proshek, EA Chartered Retirement Planning Counselor Two locations to serve you Lambertville, MI and Maumee, OH.

Learn more about our services at 
chartadvisors.com, or learn about our insurance agency at insured4life.com.


Contact Chart Advisors, Inc. today at 734-393-4050 to schedule

your appointment.



*Securities offered through Sigma Financial Corporation, Member FINRA/SIPC Investment Advisory Services offered through Sigma Planning Corporation.

Financial Planner - Lambertville, MI - Chart Advisors, Inc. - Flexible Scheduling
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