C T Kares Advisory Group
340 Regal Drive
Abingdon, MD 21009
Investment Advisor and Wealth Manager
C.T. Kares Advisory Group is an independent fee-only investment advisor and financial planning firm located in Abingdon, Maryland. Financial success is the end result of careful planning and asset management. Our mission is to help our clients realize their financial goals. Together, we will develop a path and put measures in place to ensure it remains the best path. At C.T. Kares Advisory Group, "We help people to create and manage wealth."
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Interview Q&A
How long have you been in business?
Started in 2000
What is your primary product or service?
My firm is an independent investment advisory and wealth manager. We specilaize in pre-retirement and retirement planning and investment management. The firm creates and manages investment portfolios specially designed to meet each client's goals.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
This line of work was always an interest.
How do you differentiate yourself from other businesses in your category and area?
My company practices close client contact. All clients are called every three months to discuss their portfolios and what they can expect in the near future. My clients are encouraged to call anytime to get help with any type of financial question or problem. We like to offer big company performance with a small company feel.
How many locations do you have and do you have plans to expand?
One location.
What type of payments do you accept?
We are fee only
Which areas do you service?
All people are welcome, just just the wealthy. We do not have account minimums.
Who owns your company or runs daily operations?
Charles Kares is the owner and principal.
What is the best compliment anyone can give you?
I trust you.
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