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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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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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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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Lease Payment
How much would your monthly lease payment be?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?