Managing Partner
Estate Solution Planners Inc
AeroLeads people directory · profile
Robert Chess Email & Phone Number
Managing Partner
at
Estate Solution Planners Inc
3 phones found
area 814
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Estate Solution Planners Inc
Role
Managing Partner
Location
Erie-Meadville Area, United States
Who is Robert Chess? Overview
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Quick answer
Robert Chess is listed as Managing Partner at Estate Solution Planners Inc, based in Erie-Meadville Area, United States. AeroLeads shows phone signal with area code 814 and a matched LinkedIn profile for Robert Chess.
Robert Chess previously worked as President at Estate Solution Planners Inc and Co-Owner at American Assets Financial Corp.. Robert Chess holds Cfp, Finance from College For Financial Planning.
Profile bio
About Robert Chess
Experienced Leader with a demonstrated history of working in the financial services industry. Strong business development professional skilled in Retirement Planning and Legacy Planning, Investment Advisory, Estate Planning, Mutual Funds, and Variable Annuities.“Securities offered through Securities America, Inc., Member FINRA/SIPC.Advisory services offered through Securities America Advisors, Inc.Estate Solution Planners, Inc. and Securities America are sperate entities.”Important Information from FINRA to consider before transferring your account.Trading instructions sent via e-mail may not be honored. Please contact my office or Securities America, Inc. at 800-747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.
Listed skills include Retirement, Investments, Fixed Annuities, Retirement Planning, and 25 others.
Current workplace
Robert Chess's current company
Company context helps verify the profile and gives searchers a useful next step.
Estate Solution Planners Inc
3 roles
Robert Chess work experience
A career timeline built from the work history available for this profile.
President
Estate Solution Planners Inc
Estate Solution Planners Inc. specializes in working with clients through the financial planning and retirement process. We can help or clients with investments and or advisory.Estate Solution PlannersRobert Chess 8331 Edinboro Road, Erie, PA 16509814-864-0984“Securities offered through Securities America, Inc., Member FINRA/SIPC.Advisory services offered through Securities America Advisors, Inc.Estate Solution Planners, Inc. and Securities America are sperate entities.”Important Information from FINRA to consider before transferring your account.Trading instructions sent via e-mail may not be honored. Please contact my office or Securities America, Inc. at 800-747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.
Co-Owner
American Assets Financial Corp.
American Assets is a Financial Services company providing financial advise to clients and investment products to licensed agents.
Jan 1988 - Dec 1998
2 education records
Robert Chess education
Cfp, Finance
College For Financial Planning
Bus, Marketing / Economics
Indiana University Of Pennsylvania
FAQ
Frequently asked questions about Robert Chess
Quick answers generated from the profile data available on this page.
What company does Robert Chess work for?
Robert Chess works for Estate Solution Planners Inc.
What is Robert Chess's role at Estate Solution Planners Inc?
Robert Chess is listed as Managing Partner at Estate Solution Planners Inc.
What is Robert Chess's phone number?
AeroLeads has found 3 phone signal(s) with area code 814 for Robert Chess at Estate Solution Planners Inc.
Where is Robert Chess based?
Robert Chess is based in Erie-Meadville Area, United States while working with Estate Solution Planners Inc.
What companies has Robert Chess worked for?
Robert Chess has worked for Estate Solution Planners Inc and American Assets Financial Corp..
How can I contact Robert Chess?
You can use AeroLeads to view verified contact signals for Robert Chess at Estate Solution Planners Inc, including work email, phone, and LinkedIn data when available.
What schools did Robert Chess attend?
Robert Chess holds Cfp, Finance from College For Financial Planning.
What skills is Robert Chess known for?
Robert Chess is listed with skills including Retirement, Investments, Fixed Annuities, Retirement Planning, Insurance, Strategic Financial Planning, Wealth, and Financial Planners.
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