Business Details
33 Years
experience
Trusted Financial Planning & Investment Services in Grant Park, IL
Chesterfield Investment Services has been dedicated to providing comprehensive financial guidance since 1993. With over three decades of experience, our team specializes in insurance, investment strategies, and retirement planning tailored to individual, family, and business needs. Our founder, Robert Chesterfield, brings a deep understanding of financial markets and a commitment to personalized service honed through 30 years of practice. We maintain affiliations with prestigious industry organizations including FINRA, SIPC, and MSRB, ensuring adherence to the highest regulatory standards. Our services span nationwide, supporting clients in California, Florida, Illinois, Iowa, and Oklahoma. We focus on creating customized solutions for estate planning, business continuation, and educational funding while maintaining a client-centered approach.Our track record includes helping hundreds achieve financial security through 401(k) management, IRA conversions, and strategic asset allocation. Transparency and integrity form the foundation of our client relationships, as evidenced by long-term client retention spanning decades. We combine market expertise with a personal touch, offering guidance on disability income insurance, corporate-owned life policies, and municipal securities. Our office in Grant Park, Illinois serves as the hub for delivering these services with consistent availability during regular business hours.
Services
Insurance Planning
Investment Management
Retirement Planning
Estate Planning
Business Continuation
College Funding
Pension Management
Long-Term Care
Corporate Insurance
Financial Counseling
Details
- Year established: 1993
Highlights and features
- 30+ years of experience in financial services and insurance industries
- Personalized approach combining market expertise with individualized planning
- FINRA and SIPC registered professionals ensuring regulatory compliance
- Nationwide service with local community roots in Illinois
- Proven track record helping hundreds achieve financial security
Associations and certifications
- FINRA
- SIPC
- MSRB
What people say
30-year client relationship
Financial worries free retirement
Responsible and conscientious
Market expertise
Personalized approach
Services
Insurance Planning
Comprehensive insurance solutions covering personal, family, and corporate needs. Specializing in long-term care, estate protection, and business continuity insurance. Our 30+ years of experience ensures tailored coverage recommendations that adapt to evolving life circumstances while maintaining compliance with industry regulations.
Investment Management
Strategic portfolio management across diverse asset classes including ETFs, mutual funds, and municipal securities. We provide data-driven recommendations for bond portfolios, equity positions, and retirement accounts. Our approach balances risk management with growth potential through continuous market analysis and client-specific allocation strategies.
Retirement Planning
Customized retirement strategies incorporating 401(k)s, IRAs, and pension management. We help clients navigate non-qualified deferred compensation plans and develop sustainable withdrawal strategies. Our planning considers tax implications, healthcare costs, and estate transfer objectives to ensure financial independence during retirement years.
Estate Planning
Integrated estate planning services combining insurance products with legal documentation. We coordinate with attorneys to implement efficient wealth transfer strategies, minimize estate taxes, and establish trust structures. Our approach ensures business succession plans protect family assets while maintaining liquidity for beneficiaries.
Business Continuation
Specialized planning for business owners covering key person insurance, buy-sell agreements, and executive benefit programs. We develop contingency plans for leadership transitions and implement corporate-owned life insurance solutions. Our services help maintain operational stability during ownership changes while protecting stakeholder interests.
People
Robert Chesterfield
Financial Advisor
With 30+ years in financial services, Robert Chesterfield specializes in investment strategies and insurance solutions. A native of Eastern Illinois, he combines market expertise with personalized planning for clients nationwide. His practice emphasizes retirement security and business continuity planning.
Questions
What financial services do you specialize in?
We specialize in retirement planning, investment management, insurance solutions, estate planning, and business continuation strategies.
Are you licensed to work with clients nationwide?
Yes, we're licensed in California, Florida, Illinois, Iowa, and Oklahoma, serving clients across the United States.
How do you stay updated on financial regulations?
As FINRA and SIPC registered professionals, we maintain compliance through continuous education and industry organization participation.
What investment options do you offer?
We provide access to ETFs, mutual funds, municipal securities, retirement accounts, and customized portfolio strategies.
How do you approach retirement planning?
We create personalized retirement roadmaps considering tax strategies, healthcare costs, and sustainable withdrawal plans.
What makes your services unique?
Combining 30+ years of experience with personalized planning, we deliver tailored solutions while maintaining regulatory compliance.
