Wealth Management
Chester Springs Financial Group
In addition to our accounting and tax services, we work closely with our affiliated partner, Chester Springs Financial Group, LLC, to provide comprehensive financial planning and wealth management solutions.
Chester Springs Financial Group, LLC is a full service investment firm. Co-founder, Michael J. Dedda, has worked in the industry since 1993 and has brought his knowledge and experience to CSFG to provide comprehensive one stop investment and insurance strategies.
Our detailed process starts with a consultation, where we establish a close, trusting relationship that allows us to get to know each client deeply. The custom planning process includes an extensive asset analysis, understanding current cash flow needs, and a deep analysis of each client's financial goals. Our goal is to create a personalized financial strategy that adjusts as our client's goals and circumstances evolve.
