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
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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
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Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.