About ChappelWood Financial Services
ChappelWood Financial Services provides long-term, faithful financial guidance and planning. They act as fiduciaries and investment advisors, focusing on building and preserving wealth for individuals and families, particularly those with significant retirement savings. Their expertise includes minimizing taxes, generating cash flow, protecting assets with insurance, and maximizing Social Security and Medicare. Reviews highlight a solid foundation during personal turmoil, with care extending beyond finances to non-monetary support. Clients report portfolio growth even with regular distributions and appreciate being treated like family members rather than just clients. The staff is good at keeping clients informed and offers a common sense approach that provides comfort. Many note a relationship spanning over eight or ten years with nothing negative to say.
After my wife had passed away, They did so much for me, it was unbelievable. A solid foundation in a time turmoil. Everything besides the financial planning. The little items that do not have a monetary value.
I couldn’t be happier with the relationship I have with Damon and Victoria.
We’ve been with them for over 10 years and I have nothing negative to say. Our portfolio has grown even with taking our monthly distributions. Love ya’ll
I have worked with Chappelwood Financial for over 8 years and Damon, in particular, during that time. I can truly say they are the best, most professional financial advisors. They treat you more like a family member than just a client. If you are in the market to make sure you don't run out of money during retirement, please reach out to the Chappelwood family. for a consolatory visit.