Chaffee & Associates LLC

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. Chaffee & Associates will help ensure that your plan is executed, monitored, and achieves your goals.

Video - Wealth Management and Estate Tax Strategies with Chaffee & Associates

Chaffee & Associates LLC and their agents are presently licensed to sell traditional and variable life insurance in AL, AR, AZ, CA (California Licenses:Richard J. Chaffee #0702917), CO, CT, DE, FL, IA, ID, KS, MD, MN, MO, MT, ND, NE, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI and the District of Columbia only. Variable life insurance is limited to MN, MT, and WA. Insurance and securities products and services are currently limited to residents of the aforementioned states; however, additional state licensing could be obtained if needed for residents of other states.

Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Chaffee & Associates, LLC is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.