Charlebois Gary

Mar 24th, 2021

I am very pleased with the assistance, services and financial planning I have received from these guys. Robert is my actual financial advisor and I am very very happy with my money invested with them.  I highly recommend "Pension Portfolios"-Gary or Robert Charlebois as they are all related and fabulous! Thank you for all your kindness, dedication and hard work!
Jan 17th, 2021

Jun 22nd, 2020

Gary Charlebois has been a financial advisor to my Mother and father in law for many years. He has done an amazing job of growing their portfolio. He is smart, savvy  and personable. He knows the business backwards and forward. Pension Portfolios is a family business and you feel like family when you are dealing with them. My husband and I have recently joined their company and look forward to having Gary, Lori and Greg manage our money!
May 9th, 2020

I thought it was time I looked into getting a financial adviser to look over my 401k and provide guidance on how I should have my funds allocated.   Of the  firms I consulted with, Gary Charlebois at Pension Portfolio really made me feel comfortable and explained things in a way that was easy for me to understand.  This is a family business and his son Greg was fantastic in explaining where I should move my monies.   Also staff is very responsive.  Lisa would get back to me promptly whenever I called in and had any questions.  Highly recommend this firm.
Feb 12th, 2018