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Building a Secure Financial Future Together

Chesterfield Investment Services is a trusted financial planning and investment firm based in the Midwest. Founded on the principles of integrity, personalized guidance, and comprehensive solutions, we have helped individuals, families, and businesses achieve their financial goals for over 30 years.

Who We Are

Led by Robert Chesterfield, a seasoned financial advisor with deep expertise in insurance, investing, and retirement planning, our team is dedicated to empowering clients through transparent communication, personalized strategies, and ongoing support. We believe in building long-term relationships built on trust and mutual understanding.

Our Services

We offer a comprehensive range of services tailored to meet your unique financial needs, including:

Insurance Solutions

• Personal and family insurance coverage
• Corporate insurance solutions
• Estate and long-term care planning

Investment & Planning Services

• Investment portfolio management
• Retirement planning (401(k), IRA, SEP)
• Business planning and succession strategies
• Estate planning and wealth preservation

Supporting Your Life Goals

• Financial planning and budgeting
• Business continuity and succession planning
• Educational planning (529 plans)
• Family financial advice and wealth management

Our Commitment

At Chesterfield Investment Services, we are committed to:

• Providing personalized attention and customized solutions
• Acting with the utmost integrity and transparency
• Delivering clear and concise communication throughout the process
• Partnering with you to achieve your financial goals and mitigate financial risks

Experience the Chesterfield Difference

Our clients consistently praise our personalized approach, attention to detail, and ability to explain complex financial concepts in clear, understandable terms. We take the time to understand your unique situation, goals, and concerns to develop a customized plan that aligns with your life stage and aspirations.

Get Started Today

Contact us to schedule a consultation and discuss how Chesterfield Investment Services can help you achieve financial security and peace of mind.