Broker Check

 

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Robert L. Chess CFP, CFS, RFP
[email protected]

Marlo Machalinski
[email protected]

Sandra "Sam" Jordan
[email protected]


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

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We focus on creating an approach that is designed to address your individual situation.

 

Bob Chess CFP, CFS, RFP

Certified Financial Planner

(814) 864-0984

(814) 864-7439

Robert Chess has worked in the Financial Services industry for over 33 years. Wanting to provide estate and retirement planning services at their best, Bob is a Certified Financial Planner (CFP), a Certified Fund Specialist (CFS), a...

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Marlo began her career in the insurance industry back in 1995 with The Baltimore Life Companies. She joined Estate Solution Planners in 1999. Marlo brings to the team her wealth of knowledge in Life and Health Insurance as well as...

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Sandra "Sam" Jordan

Client Services Administrator

814-864-0984

814-864-7439

Sam has 24 years in the Financial Services Industry. She began her career in 1990 in banking as a teller to eventually working her way up the ranks to supervisor of the consumer lending processing centers. In 2004 she joined the team...

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