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At Charles Stephen, every financial plan we create is as unique as the client we build it for. Since 1983, Charles Stephen has been providing financial and advisory services to successful businesses, affluent families and individuals. As our client, we help you navigate the complexities of planning for the future so you can focus on the things that matter to you. Each financial plan we create is. Unique, because no two clients are the same. Personalize your financial plan today.

How great companies find great people. Bringing deep market insight across a broad range of financial services to transform leadership and organizations. Specializing in connecting clients with the leadership needed to strengthen and optimize lines of business. Collaborating with global financial institutions to provide competitive intelligence and build teams that strengthen the enterprise and achieve key goals. New York, NY 10017.