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Chessman Wealth Strategies

Dallas
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About Chessman Wealth Strategies

Chessman Wealth Strategies provides comprehensive financial planning and wealth management services, including retirement planning, investment management, and estate planning. Their team of experienced advisors works closely with clients to develop personalized financial strategies and grow their investments through diversified stock and bond portfolios.

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Families
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Life planners
Term life, health, and disability income planning.

Coverage & Carriers

Coverage

Life
Term, whole life, disability income, final expense

What clients are saying

Highly Rated
★★★★★
Tony and I started with Wade Chessman and crew when we retired in 2020. They have worked with us in growing our retirement investments! We meet once a year to plan out our year and go over our increased investments from previous year! They work very hard on placing our investments in stocks and bonds where they grow the best! We have been very happy with the growth of our investments over the years we have been with Chessman Strategies! They also help in other areas such as family wills, trust funds and placements for savings to grow with higher % ratings! All the employees there are very professional and awesome! We would refer them to anyone wanting to grow their investments!
T
Google reviewer
★★★★★
My wife and I have worked with Chessman for a year and a half and they are excellent. Their comprehensive approach to ensuring you have all the right financial and estate planning is very thorough and much better than other financial planners I have used that only focus on investment choices. We especially like Chessman's focus on financial planning for our unique family situation and our planned retirement meeting the different financial goals we have. It gives both my wife, and I comfort that we have a plan in place that not only meets our goals but ensures we have enough money to live to old age! I also really live their faith focus and being Certified Kingdom Advisors as this is an important part of our lives.
M
Google reviewer
★★★★★
I am so pleased with the Chessman Wealth group of advisors. They are very knowledgeable and helpful on making my retirement plans so that I can relax and enjoy my years to come. It does not matter how much money you have I feel they treat everyone the same way. If you are looking for someone new or just a change give them a try you will not be disappointed I promise.
I
Google reviewer

About the agency

Agency type

Unknown
7557 Rambler Rd #1010, Dallas, TX 75231, USA
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