CHASE FINANCIAL SERVICES LLC, provides tailored financial services for individuals, non-profit organizations, as well as businesses. Chase Financial Services LLC is licensed to do business in Wisconsin, New York, West Virginia, and Florida. If you are not a resident of the fore-named states please exit this site
Chase Financial Services LLC is owned and operated by Mr. Tim Chase (see, "About Us," above), who has been providing quality financial services and products since 1994. Chase Financial Services LLC is not affiliated with JP Morgan Chase & Co., its "Chase" branded financial services, or any other business connected with JPMorgan Chase & Co..
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (800)800-2638
Newsletters
-
Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
-
HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
-
Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?