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Chessman Wealth Strategies
Tus socios de confianza para el éxito financiero.
5
Business
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Tus socios de confianza para el éxito financiero.
Chessman Wealth Strategies es una firma líder de consultoría financiera ubicada en Dallas, TX, dedicada a ayudar a los clientes a alcanzar sus metas financieras. Con un enfoque en un servicio personalizado, el equipo de Chessman se toma el tiempo para entender las necesidades únicas de cada cliente. Ofrecen asesoría experta en inversiones, planificación fiscal, testamentos y fideicomisos. Con una calificación perfecta de 5 estrellas, los clientes valoran su capacidad de respuesta, integridad y su compromiso de ofrecer una experiencia familiar. Ya sea que esté buscando optimizar sus inversiones o garantizar su bienestar financiero, Chessman Wealth Strategies está aquí para acompañarlo.
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Estrategias de inversión personalizadas con explicaciones claras y monitoreo continuo para optimizar los rendimientos según su tolerancia al riesgo y sus objetivos.
Planificación integral para 401K, Seguridad Social y otras cuentas de jubilación para garantizar un futuro financiero seguro.
Asesoramiento experto sobre testamentos, fideicomisos y planificación fiscal para proteger sus activos y minimizar los pasivos.
Revisión y optimización de coberturas para viviendas, automóviles y otras necesidades para brindar seguridad financiera.
Sesiones colaborativas para definir y hacer seguimiento de los objetivos financieros con revisiones periódicas y ajustes.
Calificación general
JoAna Dwyer
Chessman Wealth Strategies has been my financial advisor for over 25 years. Their service has been quite helpful to me. My investments are outlined in detail and the investment strategy explained clearly. They operate from integrity and seem genuinely interested in me as a person, not just another client. I highly recommend this team and their services.
LA Renner
We have been with Chessman Wealth for about seven years. We have always been extremely pleased with their services! They are very thorough, helpful, and always kind and patient - while helping us to navigate and understand our strategies, and where we are with our investments. They have extremely high moral values, and generously support local charities. We highly recommend them!
Jenifer Carpenter
We have been working with Chessman for over 15 years. We like the periodic visits to check in and make sure we are hitting our goals. Their risk assessment surveys are particularly helpful in directing how we invest our funds. Chessman will explain why certain strategies are best for different economic times. They have been very helpful in making sure we have the best coverages for our house and autos. They also keep up with the latest rules regarding 401K, Social Security, and other investment areas.
Melinda Delcher
Finding a financial advisor or financial group that you can trust is always a concern, but at Chessman Wealth Strategies I have always felt that my needs are the top priority. They take time to get to know you, find out what your goals are, and work with you to achieve those goals within your own comfort level. They will monitor your success and make adjustments as needed to ensure you get the most out of your investments. Whenever I have questions or need some additional financial advice, they respond promptly. They are knowledgeable not only about investments, but also about wills, trusts, and tax planning to name a few of the other ways in which they can work with you. I feel very comfortable knowing that they will do what is best for me and my financial well being. A great group of people!
Vishal & Ashley
Wade, Brandon, and the entire Chessman team are beyond unbelievable. They set the bar so high and after many years, no one has come close. They are super responsive! That’s a huge win for us. And they make us feel like a partner - not a client as we work together on our financial plans. They are also super attentive, remembering special holidays, vacations, interests, etc. We feel like part of the Chessman family. And they make financial planning fun! We laugh and tease and have fun at all our meetings. We definitely recommend Chessman to anyone.
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