Charlie McKelvey

Reading, PA

#1 Feb 20, 2013
Good Morning everyone. My name is Charlie McKelvey and I am an investment advisor with Financial Sources, Inc. which is located in Bethlehem, PA. We manage approx 60 million for 300 clients. Most of our clients are retired so our primary investment objectives are preservation of capital and income. We do have some younger clients that have stock portfolios which we also actively manage. I have been in the business for 20 years now and love it! I am also a Christian and very active with my church. My firm also specializes in charitable giving strategies and we regularly do seminars for local churches and charities to assist in fundraising. Though this activity does not result in many clients for the firm, it has been successful in fundraising for the churches and charities which gives me great satisfaction to give back. Thank you for accepting me into the community here and I am looking forward to being an active member.

Since: Mar 13

Noida, India

#2 Mar 20, 2013
Welcome charlie welcome to this Forum. I am also new to this forum.thanx for sharing your experience with me. so I will know you better. I also do Charity for children. I also contribute money or helping charity through marathon. ruunning in marthon. its another option to raise money for needy person.

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