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
-
Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
-
Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
-
After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
-
Concerned About Cyberattacks? The Threat Is Real
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.