Chesser Financial

Chesser Financial is a Wealth Management Firm in Champaign, IL. The firm provides personal financial services for clients planning for immediate needs or long-term goals spanning up to thirty years. Their holistic process bridges the gap between investments and insurance to craft comprehensive income plans. They equip clients with the tools and support necessary for their financial journey, focusing on a framework of process rather than specific products. The firm serves individuals seeking to build a lasting financial structure. It holds a 5.00 rating based on customer reviews.

Founded in 1988, Chesser Financial operates on principles that inform its balanced strategy. The team includes financial representatives Jamie Chesser, Jim Lilley, Terri Wetzel, Tim Noice, Scott Olthoff, Colin Chesser, Josh Caughey, and Cole Lilley. Cassi Pearson serves as a new business operations specialist. The staff also includes Kim Kirby as executive assistant to Jamie Chesser, Laura Madden as office manager, Christy Cook as executive assistant to Terri Wetzel and Tim Noice, Emma Lilley as executive assistant to Jim Lilley, Sarah Thomas as executive assistant to Scott Olthoff and Jamie Chesser, Ashley Valtman as client services specialist, Rita Jones for filing and recordkeeping, and Raad Najam for clerical support. The team has over 100 years of combined experience. The approach is macro-focused, viewing the whole financial picture to equip clients for better long-term decisions. The firm adheres to the principle of teaching, equipping, and proving why a suggested course of action makes sense.

The firm addresses accumulation, distribution, and protection needs through a broad range of instruments. Their process aims to diversify beyond the markets, offering advantages such as greater accessibility, long-term tax strategies, and estate planning. They provide white papers on the effective development of wealth and purposeful investment. Interested parties can contact representatives via email at [email protected] or by phone at (217) 352-5828 to learn more about the services.

Chesser Financial is distinguished by its long-standing history since 1988 and its positive rating from customers who have reviewed it. The firm’s emphasis on proving its recommendations and its focus on holistic income planning resonate with clients who value transparency.

By combining decades of combined experience with a process-driven approach to wealth management, Chesser Financial provides Champaign residents with the structured, long-term financial planning they need to secure their future.

Chesser Financial holds a Technical score of 85 out of 100 from BizScoreAI, ensuring the website is secure and indexable so search engines can read it without errors. The firm also achieves a Discoverability score of 75 out of 100 from BizScoreAI, allowing AI crawlers to access every page and serving as the first step before any AI assistant can recommend the business.