Broker Check

 

Divider
Robert L. Chess CFP, CFS, RFP
bob@estatesolutionplanners.com

Marlo Machalinski
marlo@estatesolutionplanners.com

Sandra "Sam" Jordan
sam@estatesolutionplanners.com


(814) 864-0984 / (888) 686-0984

Our Mission

With at total of  a combined 77 years experience, the team at ESP strives to help make the goals of our clients become reality. We focus on addressing the challenges of both pre-retirement and retirement planning, with a wide range of services. These include estate, tax and elder planning strategies; insurance services covering disability, life, long term care and Medicare supplemental plans. We have established relationships with accountants and attorneys, or can work with yours to insure your plan is comprehensive and complete.

As an independent office,  we have a broad spectrum of investment services available to serve our clients needs. No matter the size of your estate, we believe in the personal touch and offer unparalled customer service. This has generated ongoing referrals from our many satisfied clients that are a testament to our success.