Our Firm

 

      Dean Charles Associates, Inc.

   We're More Than Just One Piece of Your Financial Puzzle

 

There's alway "that someone" who people seek for answers and advice, who will put your interests ahead of their own, and is there when you need them.  "That someone" is us.

Dean Charles Associates, Inc. is an Independent insurance and financial services firm which has been serving the needs of our clients for more than 20 years.  Barry Gessner, a CERTIFIED FINANCIAL PLANNER™ practitioner, is the founder and principal of the firm.

Throughout our existence, we have helped clients protect what they have already accumulated with proper insurance coverage and have helped them accumulate more and achieve their goals through financial planning and asset management.
Our financial planning approach is holistic in nature, looking at the whole picture rather than a small portion of it.  Our belief is that the more we know about our clients and the things that matter most to them, the better we can serve them.  We encourage our clients to share with us their hopes and dreams, values, hobbies, fears and concerns.

Being an Independent firm allows us to focus solely on the interests of our clients, always putting them first.

Our relationship with Securities America, Inc. allows us to maintain our independence while at the same time provide our clients with a vast array of financial products such as individual stocks and bonds, mutual funds, Structured Products, Variable Annuities, and Exchange Traded Funds.
As a full service, independent insurance agency representing over 15 major insurance companies, we are able to offer our clients a full line of insurance products including home, auto, life, health, disability, long term care, and tax deferred fixed annuities.
Because of our extensive financial background, Dean Charles Associates, Inc. stands above other firms when it comes to the level of knowledge and wide array of available products and services we're able to provide.

Dean Charles Associates, Inc. is "that someone" uniquely qualified to help you realize your dreams.  Let us be your Trusted Advisor.  Please contact us to schedule a Free Consultation.