Michael Chase Financial LLC

Michael Chase Financial LLC Providing quality financial strategies to businesses and individuals At Michael Chase Financial, our firm provides insurance and investment consultation.

We focus on educating our clients on products and services for their retirement and insurance needs. We focus on one-on-one customer service and treating every client like family. Our goal with our clients is to direct them in a formation of a plan that mirrors their personal and long term financial goals. Working closely and creating a strong relationship with each client helps us understand thei

r personal and business objectives to evolve their plan as necessary throughout their lifetime and reach there goals in the most efficient manner. Whether you are searching for business or personal financial and insurance needs we look forward to working together and meeting your goals. Thank you for visiting us. Please visit our website for further more detailed information on our products and services! www.michaelchasefinancial.com

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

1524 Linden St. Allentown, PA 18102
610-616-4240

Neither Michael Chase Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Michael Chase Financial is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get t...
09/01/2026

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get the protection you need—and possibly keep more of your retirement income. Contact me to find out how.

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, i...
08/25/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

Millions of people are aging alone now: what living single means for retirement taxes.
08/18/2026

Millions of people are aging alone now: what living single means for retirement taxes.

Some core tax strategies look different when you're living single and planning for one.

08/13/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
06/30/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, ...
06/23/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest wo...
06/18/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.
06/16/2026

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.

Gen Xers are by far the most indebted group of Americans, in large part because they have some of the highest student lo...
06/09/2026

Gen Xers are by far the most indebted group of Americans, in large part because they have some of the highest student loan balances.

Student loan matching programs are on the books. Does your company have one?

How does New York Life Insurance Company manage the strength behind whole life insurance?In this Q&A, our Chief Investme...
06/02/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/4vi16sW

Address

3981 Lilac Road
Allentown, PA
18103

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12672425389

Website

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