Cheevers Hand & Angeline LLC is a dedicated financial services firm located in Endicott, New York, specializing in comprehensive financial planning and investment advisory services. With a client-focused approach, the firm provides tailored financial strategies designed to help individuals, families, and small businesses achieve their long-term financial goals. Cheevers Hand & Angeline offers a distinctive blend of personalized service and professional expertise, ensuring each client receives well-informed, objective financial guidance.

As a Registered Investment Adviser (RIA), the firm upholds a fiduciary standard, consistently acting in the best interests of its clients. Their team collaborates closely with clients to develop detailed financial roadmaps, including retirement and estate planning, tax minimization strategies, and risk management. The firm emphasizes long-term relationships, empowering clients through education and consistent financial check-ins.

Cheevers Hand & Angeline’s local roots also reflect in their commitment to supporting community development and building generational wealth within the surrounding region. Their well-rounded and holistic approach to financial planning distinguishes them from other firms in the area.

Website: https://www.chainvestment.com/

Key Services:

– Comprehensive financial planning
– Investment portfolio management
– Retirement planning
– Estate and legacy planning
– Tax-efficient investment strategies
– Insurance and risk management consultation
– Education funding strategies
– Business succession planning