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.
My wife and I have been clients of ChappelWood Financial for eight years. During that time the market has been on a wild ride. Damon King has always reached out via email to explain where we are and where it looks like we’re headed, not just in the near future but looking ahead to what appears to be coming down the road. I must say they have been on target. No one is 100% but they have been able to calm my anxiety with their timely information.
Being a part of the ChappelWood family has been a real pleasure.
If you are looking for help with your investments or looking for someone to help set up a retirement plan, you can’t go wrong with them. They have...read full review
I've been a client for over 10 years and have always felt part of the ChappelWood family. Victoria, Damon and their team are amazing at their jobs and I could not recommend them more. Their constant professionalism and wealth of knowledge are incomparable.
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.