Chatterton & Associates Email Formats

Financial Services • Anaheim, California, United States • 21-50 Employees

Chatterton & Associates Email Formats

Chatterton & Associates uses 3 email formats. The most common is {first initial} (e.g., j@chattertoninc.com), used 55.6% of the time.

Format	Example	Percentage
{first initial}	j@chattertoninc.com	55.6%
{first name}	john@chattertoninc.com	40.7%
{first name}{last name}	johndoe@chattertoninc.com	3.7%

Key Contacts at Chatterton & Associates

David Hilliard

Director Of Tax

Teresa Luca

Director Of Wealth Management

Christopher Mazzuckis

Director Of Business Development

Company overview

Headquarters	3061 E La Palma Ave, Anaheim, California 92806, US
Phone number	+17145722050
Website	chattertoninc.com
NAICS	52
SIC	628
Founded	1998
Employees	21-50
Socials

About Chatterton & Associates

Your choice of the right financial professional is not a simple one. It may also be the most significant investment decision you will make in your lifetime. At Chatterton & Associates, our main objective is to provide you with financial confidence today and far into the future. We conduct an in-depth evaluation of your financial profile in order to create a structured plan based on cash flow, investment timeframe, and client risk tolerance. Your financial goals help guide the strategies and tools we may recommend. We will help you maximize your financial efforts with a well-organized plan and will offer ongoing insights and recommendations throughout your relationship with us. Advisory and financial planning services offered through Chatterton & Associates, a registered investment adviser. The Investment Advisor Representatives of Chatterton & Associates also offer securities through Osaic Wealth, Inc., member FINRA/SIPC. Planning You Can Trust is a marketing and communications name for financial and tax planning services offered through Chatterton & Associates and estate planning services offered through The Law Office of James F. Roberts. Listed entities are not affiliated with Osaic Wealth, Inc. Neither Osaic Wealth, Inc. nor its representatives provide tax or legal advice. Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions. Chatterton’s registered representatives offer securities through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Advisory and financial planning services offered through Chatterton & Associates, a registered investment advisor. View our social media disclosure here: https://chattertoninc.com/disclaimer

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

Chatterton & Associates has 17 employees across 4 departments.

Departments

Number of employees

Funding Data

Chatterton & Associates has never raised funding before.

Chatterton & Associates Tech Stack

Discover the technologies and tools that power Chatterton & Associates's digital infrastructure, from frameworks to analytics platforms.

parcel

Miscellaneous

Node.js

Programming languages

Hotjar

Analytics

Google Maps

Maps

SWC

Miscellaneous

Wistia

Video players

Express

Web frameworks

Salesforce Marketing Cloud Account Engagement

Marketing automation

Algolia

Search engines

jQuery

JavaScript libraries

MailChimp

Google Analytics

Analytics

Frequently asked questions

Chatterton & Associates is located in Anaheim, California, US.

You can reach Chatterton & Associates at +17145722050.

Chatterton & Associates was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Chatterton & Associates has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.