We know that every person's circumstances and challenges are distinct, and require a strategy tailored to their individual situation. Without a roadmap specifically designed to fit you and your unique journey, the path toward your desired financial future can seem daunting. Having a flexible strategy in place - with a knowledgeable and enthusiastic team guiding you along the way - may make the road ahead smoother and more gratifying.
At CHS, we are devoted to helping our clients by serving as their trusted and experienced advocates when it comes to financial matters. Our holistic approach to wealth accumulation utilizes a slate of comprehensive, integrated services in order to provide novel solutions to complex financial situations.
At CHS, we are devoted to helping our clients by serving as their trusted and experienced advocates when it comes to financial matters. Our holistic approach to wealth accumulation utilizes a slate of comprehensive, integrated services in order to provide novel solutions to complex financial situations.
Services
We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them! From its inception, CHS has successfully assembled its best-in-class professional competence with a powerful business model, creating high levels of customer satisfaction and confidence.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
The true measure of any trusted advisor is their ability to create a proactive and accommodating experience with an outcome that meets or exceeds your expectations. If you are looking for loyal, knowledgeable and caring financial and accounting professionals who understand the complex nuances involved in achieving personal and business goals, then you want CHS - a firm whose bright ideas can help shape your financial future.
We develop novel solutions for each client's complex suite of concerns. Building creative multi-dimensional strategies that incorporate your many goals -- from today's tax concerns to tomorrow's retirement dreams -- is our driving force. Everything we do is underpinned by a desire for excellence, and we are always passionate about making a difference in our clients' lives.
From its inception, CHS has successfully assembled its best-in-class professional competence with a powerful business model, creating high levels of customer satisfaction and confidence.
Today, with branches in NY and VT, we serve a wide range of clients representing nearly all 50 states - from individuals and families, to entrepreneurs and organizations - all of whom value our ability to plan, consult and manage their financial assets to help shape their future wealth.For families and young professionals, many want to get on track with their finances, but may not have the time to do so on their own.
Today, with branches in NY and VT, we serve a wide range of clients representing nearly all 50 states - from individuals and families, to entrepreneurs and organizations - all of whom value our ability to plan, consult and manage their financial assets to help shape their future wealth.For families and young professionals, many want to get on track with their finances, but may not have the time to do so on their own.
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