https://brokercheck.finra.org/search/genericsearch/grid Client Portal | charlesworth.cpa
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Clients are provided with a secure portal, SmartVault,
to enable 24/7 access to tax returns,
upload tax documents and more.

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This is a CPA/Tax document portal.

If you would like to learn more about SmartVault Security, click here: 

Justene R_edited.jpg

12789 S US HWY 421      

Wanatah, IN 46390   

(tax consults only)   

2000 Comeford Road, Suite 1

Valparaiso, IN 46383

219-531-9519

Check out our FINRA status at BrokerCheck

© 2023 by The Axis Group

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Website Design by Justene Charlesworth

Securities offered through Avantax Investment Services ,   Member FINRA, SIPC (finra.org, sipc.org),

Investment advisory services offered through Avantax Advisory Services  . Insurance services offered through an Avantax affiliated insurance agency.

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. Not licensed in all states.

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