Core Values

At Chaffee & Associates our mission is to make each client's financial legacy a reality.

Our individualized approach, combined with our core values, allows clients to discover their objectives, goals and desired legacies.

Relationships

We build relationships for the long-term based on our core values of trust, honesty, and integrity.

Experience

We pledge to constantly upgrade our cutting edge knowledge to provide appropriate solutions.

Creativity

We believe great ideas should not be difficult to understand. We craft sophisticated solutions with elegant simplicity.

Commitment

Our clients and associates know that we are committed to do the very best for them.

Dynamic

We partner with our clients to continually meet their changing needs.

Communication

We believe good communication is the cornerstone of effective planning.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/ SIPC. Chaffee & Associates, LLC is independently owned and operated. Chaffee & Associates, LLC is a member of M Financial Group.

Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #5537810.1