Chaffee & Associates Revenue

Financial Services • Minnetonka, Minnesota, United States • 1-10 Employees

Chaffee & Associates revenue & valuation

Annual revenue	$3,164,742
Revenue per employee	$528,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,200,000
Total funding	No funding

Key Contact at Chaffee & Associates

Jessica Chaffee

Director Of Client Relations

Company overview

Headquarters	11100 Wayzata Boulevard, Suite 220, Minnetonka, MN 55305, US
Website	callc.com
NAICS	52
Keywords	Insurance Planning, Business Succession Planning, Income Protection Strategies, Strategic Estate Planning
Employees	1-10
Socials

Chaffee & Associates Email Formats

Chaffee & Associates uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@callc.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@callc.com	66.7%
{first name}{last name}	johndoe@callc.com	33.3%

About Chaffee & Associates

In today’s rapidly changing economic and political landscape, Chaffee & Associates helps people direct and preserve their financial legacy. From the business owner handing over the reins to the next generation, to the hard charging executive preparing to retire, we help our clients navigate their complex financial life and work to ensure the preservations of their estate with tax efficient strategies. Planning based on your goals, with your values, and our unique holistic process sets us apart from the pack of attorneys, wealth management firms, and insurance companies. From making charitable donations, to planning a successful transition to the next generation of your business, we pride ourselves on comprehensive family estate planning. We help you navigate the challenges often faced when confronted with estate taxes. We help create plans for the continuation of your business with the next generation while protecting your retirement goals. We commit to upholding your estate preservation goals on an ongoing basis, supported by our own family succession plan here at the firm. Your financial life is complex. Chaffee & Associates will provide you with clarity. Chaffee & Associates is a privately owned, independent company that specializes in helping individuals, business owners, and families preserve their wealth. We are committed to providing our clients with a holistic approach to estate planning and the creation of family financial legacies.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Director

Employees by Department

Chaffee & Associates has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Chaffee & Associates has never raised funding before.

Frequently asked questions

Chaffee & Associates is located in Minnetonka, Minnesota, US.

Chaffee & Associates generates an estimated annual revenue of $3,164,742. This revenue figure reflects the company's market position and business performance in its industry.

Chaffee & Associates has an estimated valuation of $10,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Chaffee & Associates has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Chaffee & Associates

Jessica Chaffee

Director Of Client Relations

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