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Our Mission

Chadwick Financial Group provides custom-created financial services to the tri-state area. Our boutique firm focuses on the goals and interests of our clients, as the needs of the client dictate our process. Every client has a unique story, and Chadwick Financial Group takes the time to understand the goals and needs of each client. By reviewing clients’ risk levels and family budgets, and utilizing the latest financial software, we design custom financial plans that identify the clients’ goals and deliver the plans to achieve a well-balanced retirement or other savings.