Chase Financial Services

For over two decades, Chase Financial Services LLC has been a trusted name in providing tailored financial services to individuals, non-profit organizations, and businesses. Our founder, Mr. Tim Chase, has been dedicated to offering quality financial services and products since 1994. Our mission is to provide personalized financial solutions that meet the unique needs of our clients, helping them achieve their financial goals and secure their future.

Our Location and Reach

We are based in Manitowoc, Wisconsin, with a strong presence in New York, West Virginia, and Florida. Our geographical spread allows us to serve a broad client base across these states, ensuring that our clients receive the best possible service no matter where they are located.

Our Firm: A Commitment to Excellence

At Chase Financial Services LLC, we are committed to excellence in all aspects of our business. Our team of experienced professionals is dedicated to staying updated with the latest trends and regulations in the financial industry, ensuring that our clients receive the most informed and expert advice. We are not affiliated with JP Morgan Chase & Co., its "Chase" branded financial services, or any other business connected with JPMorgan Chase & Co., allowing us to maintain our independence and focus on our clients' needs.

Our Services: Comprehensive Solutions for Your Financial Needs

We offer a wide range of financial services designed to address the diverse needs of our clients. These include Annuities, Long-Term Care Insurance, Group Health Insurance, Life Insurance, Individual Health Insurance, Disability Income Insurance, and 401(k) Information. Our services are tailored to provide peace of mind, financial security, and the confidence to navigate life's challenges.

Our Qualifications: A Legacy of Trust and Expertise

With over two decades of experience in the financial services industry, we have built a reputation for trust, expertise, and exceptional client service. Our team is backed by the resources and support of Woodbury Financial Services, Inc., a Member of FINRA, SIPC, and a Registered Investment Adviser. This partnership enables us to offer our clients access to a comprehensive range of financial products and services.

Resources: Empowering You with Knowledge

We believe that financial education is key to making informed decisions about your financial future. Our learning center provides a wealth of information through articles, calculators, newsletters, videos, flipbooks, and a glossary of financial terms. Whether you are looking to understand more about a specific financial product or seeking insights into managing your finances better, our resources are designed to empower you with the knowledge you need.