Bill Charrier has been in the insurance and financial services industry since 2015. He provides a comprehensive approach with his clients. Bill’s practice focuses on families, small business owners, and pre-retirees. Through his process, he helps clients leverage and protect the assets they have worked hard to accumulate, so they have the ability to retire comfortably.

Prior to joining Creative Wealth Solutions, Bill spent the greater part of his employment years in the restaurant industry. His position as General Manager in several companies gives him a unique prospective with the challenges small business owners face on a day to day basis. Bill lives in Pembroke with his wife, Diane. He has three children and 1 grandchild.

• Registered Representative (series 6 and 63) with NYLIFE Securities LLC

• Life and Health insurance licenses

Office: 781.347.3421
Mobile: 781.738.5828
E-mail: wcharrier@creativewealthsolution.net