Chaffee & Associates

Chaffee & Associates

Financial Services, Wayzata Boulevard, Minnetonka, , 55305, Minnesota, 11100, United States, 1-10 Employees

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Who is CHAFFEE & ASSOCIATES

In todays rapidly changing economic and political landscape, Chaffee & Associates helps people direct and preserve their financial legacy. From the business owner handing over the reins t...

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  • 11100 Wayzata Boulevard, Minnetonka, Minnesota, 55305, United States Headquarters: 11100 Wayzata Boulevard, Minnetonka, Minnesota, 55305, United States
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • Richard Chaffee CEO:   Richard Chaffee

industries-icon Industry: Financial Services

SIC SIC Code: 6311 | NAICS Code: 541110 | Show More

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Chaffee & Associates Org Chart and Mapping

Employees

Heather Chiodin

Manager, Underwriting & Client Services

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Frequently Asked Questions Regarding Chaffee & Associates

Answer: Chaffee & Associates's headquarters are located at Wayzata Boulevard, Minnetonka, , 55305, Minnesota, 11100, United States

Answer: Chaffee & Associates's phone number is +19*********

Answer: Chaffee & Associates's official website is https://callc.com

Answer: Chaffee & Associates's revenue is $1 Million to $5 Million

Answer: Chaffee & Associates's SIC: 6311

Answer: Chaffee & Associates's NAICS: 541110

Answer: Chaffee & Associates has 1-10 employees

Answer: Chaffee & Associates is in Financial Services

Answer: Chaffee & Associates contact info: Phone number: +19********* Website: https://callc.com

Answer: In todays rapidly changing economic and political landscape, Chaffee & Associates helps people direct and preserve their financial legacy. From the business owner handing over the reins to the next generation, to the hard charging executive preparing to retire, we help our clients navigate their complex financial life and work to ensure the preservations of their estate with tax efficient strategies. Planning based on your goals, with your values, and our unique holistic process sets us apart from the pack of attorneys, wealth management firms, and insurance companies. From making charitable donations, to planning a successful transition to the next generation of your business, we pride ourselves on comprehensive family estate planning. We help you navigate the challenges often faced when confronted with estate taxes. We help create plans for the continuation of your business with the next generation while protecting your retirement goals. We commit to upholding your estate preservation goals on an ongoing basis, supported by our own family succession plan here at the firm. Your financial life is complex. Chaffee & Associates will provide you with clarity. Chaffee & Associates is a privately owned, independent company that specializes in helping individuals, business owners, and families preserve their wealth. We are committed to providing our clients with a holistic approach to estate planning and the creation of family financial legacies.

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