Chase Wealth Mgmt

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0.0000 stars - based on 0 reviews
204 E Pine St Lakeland, Florida 33801
(863) 686-1888
 
 

About

Chase Wealth Mgmt is located at the address 204 E Pine St in Lakeland, Florida 33801. They can be contacted via phone at (863) 686-1888 for pricing, hours and directions. Chase Wealth Mgmt specializes in Sales Tax Issues, Accounts Receivable, Trusts.

Chase Wealth Mgmt has an annual sales volume of 501K - 999,999. .For more information contact Kneeland Chase, President

Chase Wealth Mgmt provides Term Life, Deposit Services, Profit Planning to it's customers. For maps and directions to Chase Wealth Mgmt view the map to the right. For reviews of Chase Wealth Mgmt see below.

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Business Features

PRODUCTS

  • Home Loans , Employee Benefits , Commercial Loans , Employer-Sponsored Pensions , Workers Compensation , Retirement Plans , Short-Term Policies , Life Insurance , Automobile Loans , Stocks

SERVICES

  • Brokerage Services , Profit Planning , Direct Deposit , Bill Payment Services , Auditing , Partnerships , Estimates , Deposit Services , Term Life , Family Wealth Planning

BRANDS

  • Great Plains , Metlife , Quicken , Peachtree , Microsoft

SPECIALTIES

  • Hospital Confinement Indemnity , Hospital Intensive Care , Accounts Receivable , Government , Computer Consulting , Warehouses , Sales Tax Issues , Trusts , Real Estate , Restaurants
 
Information

CONTACT INFORMATION

Phone: (863) 686-1888

Phone2: (863) 686-2378

ADDITIONAL INFORMATION:

Main Contact First Name: F Kneeland

Main Contact Last Name: Chase Jr

Main Contact Title: Manager

Certifications: Registered Investment Advisor, Certified Financial Planner

Certifications Syn: Cfp

Employee Size: 1 To 4

Exact Employee Count: 3

Exact Sales Volume: 250000

Location Type: Single Location

Sales Volume: 501K - 999,999

CATEGORIES:

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Key Contacts
    • Kneeland Chase
    • PRESIDENT
    • Phone: (863) 686-1888