Frank Chappelle

At Frank Chappelle & Co., Inc., we are dedicated to providing exceptional investment and wealth management services to our clients. With a 77-year legacy of investing in the financial future of our clients, we have built a reputation for excellence and trust. Our team of experienced professionals, led by Ramsey Reich, JD, Investment Advisor Representative, is committed to delivering personalized financial solutions that meet the unique needs of each individual.

Our Firm

Frank Chappelle & Co., Inc. is a leading financial services firm based in Birmingham, Alabama. Founded by Frank Chappelle, Sr. and later joined by Frank Chappelle, Jr., our firm has been serving clients for over seven decades. We are proud of our heritage and the trust that our clients have placed in us over the years.

Our Services

We offer a comprehensive range of financial services, including investment management, wealth management, and financial planning. Our services are designed to help individuals, families, and businesses achieve their financial goals and secure their financial futures. Our experienced team will work closely with you to understand your unique needs and develop a personalized financial plan that meets your objectives.

Some of the specific services we offer include:

• Investment management: We provide expert investment advice and management services to help our clients achieve their investment goals.
• Wealth management: Our wealth management services are designed to help our clients build, preserve, and transfer their wealth.
• Financial planning: We offer comprehensive financial planning services to help our clients achieve their financial objectives.
• Annuity planning: We help our clients select the right annuity products to secure their financial futures.
• Long-term care insurance: We provide long-term care insurance solutions to help our clients prepare for the future.
• Life insurance: Our team will help you select the right life insurance products to protect your loved ones.
• Disability income insurance: We offer disability income insurance solutions to help our clients protect their income.
• Mortgage qualification: Our team will help you determine if you qualify for a mortgage and provide guidance on the mortgage process.

Our Purpose

Our purpose is to provide exceptional financial services to our clients and help them achieve their financial goals. We are committed to building long-term relationships with our clients and providing them with the highest level of service and expertise.

Our Commitment

We are committed to our clients' success and well-being. Our team of professionals is dedicated to providing personalized financial solutions that meet the unique needs of each individual. We will work closely with you to understand your financial goals and develop a plan to help you achieve them.

Our Philosophy

Our philosophy is simple: we believe that every individual deserves to have a secure financial future. We are dedicated to helping our clients achieve financial independence and security through expert investment management, wealth management, and financial planning services.