Expert Financial Services from CHANEY FINANCIAL SERVICES, INC.
Founded in 1998, CHANEY FINANCIAL SERVICES, INC. has established a reputation as a trusted financial advisor for individuals and businesses. With years of experience and a team of highly qualified professionals, CHANEY FINANCIAL SERVICES, INC. is dedicated to providing expert financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
CHANEY FINANCIAL SERVICES, INC. is committed to providing personalized financial advice and solutions to help clients grow and protect their wealth. Through a comprehensive financial planning process, the team at CHANEY FINANCIAL SERVICES, INC. helps clients understand their financial goals and develop a customized plan to achieve them.
Facts and Insights
- Founded in 1998
- Experienced and knowledgeable team of professionals
- Clients include individuals and businesses
- Committed to providing personalized financial advice
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 22 years |
Financial Services Offered
CHANEY FINANCIAL SERVICES, INC. offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
CHANEY FINANCIAL SERVICES, INC. serves a diverse range of clients, including:
- Individuals
- Business owners
- Families
- Retirees
- Professionals
Fees & Compensation
At CHANEY FINANCIAL SERVICES, INC., transparency and fairness are top priorities. Clients are charged a fee based on a percentage of their assets under management. This fee structure aligns the advisor’s interests with the clients’ interests, as the advisor’s compensation is directly tied to the success of their clients’ investments.
Background
CHANEY FINANCIAL SERVICES, INC. was founded by John Chaney, a highly experienced and knowledgeable financial advisor. Chaney has a Bachelor’s degree in Finance and has been in the financial services industry for over 30 years. He is also a Certified Financial Planner (CFP), demonstrating his commitment to providing expert financial advice to his clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CHANEY FINANCIAL SERVICES, INC. is held to a fiduciary standard. This means they are required to always act in the best interest of their clients. Additionally, CHANEY FINANCIAL SERVICES, INC. has a clean disciplinary record and has not faced any legal or disciplinary actions.