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Du Charme Financial Group

  • Financial Services
  • New Berlin, WI
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About this business

FinanceFinancial Services

DU CHARME FINANCIAL GROUP, A BRANCH OFFICE OF GLOBAL VIEW CAPITAL ADVISORS Your Fiduciary Financial Advisors in New Berlin, WI Our passion lies in meeting you where you are, understanding your dreams and vision for your life, and helping to educate you on your many financial options for today and the future. This passion is matched by our expertise in finding the best solution for each individual, family, or business and continuing our engagement through ongoing communication and care. Our relationships are built on a founda... read more

Location details

2665 South Moorland Road, Suite 100 & Suite 212, New Berlin, WI, 53151, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 3:00 p.m.
5.07 reviews
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Kelly Andrew 
6 years ago

I've worked with Rob and the Team at Du Charme Financial Group for over a year, both as a vendor providing service to them, and as a client, receiving financial guidance. In both roles, I've seen nothing but the highest ethical standards, smart and thoughtful recommendations, and a passion for helping people. They're great to their staff, and they're great to their clients. I've referred friends both as clients, and as potential employees, invited my own staff to take advantage of the services they provide, and I wouldn't he... read more

Annalee Kruger (Care Right Inc.)'s profile image
Annalee Kruger (Care Right Inc.) 
6 years ago

I have known and worked with with Rob Du Charme and his team for several years. I feel Rob has great values and is trustworthy. I have been very impressed with their holistic model of financial planning for their clients. He runs a very impressive business and office. Thank you so much Du Charme Financial Group!!! They are an all-inclusive firm from financial planning, long term care insurance planning, and tax ramification planning. Keep up the great work!! 

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Brian Fellers 
5 years ago

My wife and I have been working with Rob and his team for a number of months and we couldn't be happier. Du Charme Financial Group is filled with individuals who are truly passionate about helping you to achieve your financial goals. As young business owners we sleep well at night knowing our backs are protected by 5-star fiduciary advisors who treat us like family. We'd strongly recommend them. 

CryoFit New Berlin's profile image
CryoFit New Berlin 
6 years ago

Du Charme Financial Group goes above and beyond to ensure your future is well protected. Thank you Robert and company for everything you do as an expert advisor in my families future business and personal goals. 

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AJ Vermiglio 
6 years ago

Posting ads for "administrative assistant" and then in the "interview" slides in that the assistant must get licensed. In the job description, there's no mention of any insurance sales, thus not requiring any licensing. This is an attempt to turn people looking into a part-time office role into insurance sales reps. This wouldn't be a problem if it were transparent. However, this is very unethical and has a lack of transparency. How you do one thing is how you do everything. There are thousands of advisors out there to choos... read more

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Frequently asked questions about Du Charme Financial Group

How is Du Charme Financial Group rated?

Du Charme Financial Group has a 5 star rating with 7 reviews. 

When is Du Charme Financial Group open?

Du Charme Financial Group is open now. It will close at 5:00 p.m.