Business Description

I don't work for you...I work with you. You have worked hard to accumulate your assets and together we will determine your goals and set a path to achieve them.

At Chestnut Investment Group, founded in 1989, we recognize that successful people today require a number of professional advisors. We provide the ability to fully integrate different services you may need with our in-house tax, legal, insurance, estate, money management, retirement and financial planning professionals. We ensure you are comfortable with our team approach where advisors are centralized reducing the anxiety of coordinating your financial needs.

Our goal is to provide our individual and business clients with the finest service experience you will encounter-anywhere. You leave the details of your financial life to us and we leave the dreams to you.

General Information

Gender:

Male

CRD#:

1342234

Years of Experience in Financial Services:

Foreign Languages Serviced:

n/a

Education

Academic Background

Certified Financial Planner Certificant (1991)

Services

Investment Types:

Stocks Mutual Funds, Bonds, Stocks, Annuities, Alternative Investments, International Investments, Bond Mutual Funds, Options

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Certified Financial Planner, Series 7, Series 65, Insurance License (Life & Health; Long Term Care; Specify below)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

1.5

Hourly Rate:

225

Additional Details on Charges:

Dependent upon services provided.

Prepared By:

Neal A. Deutsch, CFP

Most Recent Update:

08/12/2008