Diann E. McChesney,  CFP<sup>&reg;</sup> - Financial Advisor

Diann E. McChesney, CFP®

Executive Vice President/CCO

Asset Strategies, Inc

80 West Avon Rd
Avon, CT 06001
FINANCIAL ADVISOR'S WEBSITE
(860) 673-5500

General

Diann McChesney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Asset Strategies, Inc in Avon, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Government & Military, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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