Chancellor Financial Group

Chancellor Financial Group is a Financial Planner in Wilkes-Barre, PA. The firm provides wealth management services, including asset management, retirement planning, and wealth strategy. It also offers corporate benefit planning, such as group life and health insurance, 401k plans, and plan administration. The company utilizes a proprietary investment research process and an open architecture approach, providing access to over seventy-five carriers for life, health, and disability insurance.

The team delivers customized portfolios and account values on a monthly or quarterly basis, with semi-annual meetings. Terrence W. Casey serves as President and has over 31 years of experience in the financial services industry. He joined the firm in 2012 and previously held roles at M and T Investment Group, Mellon Private Asset Management, and Mutual of New York, McCole Agency. He holds a B.A. in Business Administration and Political Science from Wilkes University and serves as Co-Chairman of the Luzerne Foundation and Trustee of Wilkes University.

The business has a 5.00 rating from customers who have reviewed it.

The office is situated on Public Square, just a short walk from the F.M. Kirby Center for the Performing Arts and Wilkes-Barre City Hall.

BizScoreAI awarded a Technical score of 90 out of 100, ensuring the website is secure and easily readable by search engines. A Discoverability score of 75 out of 100 confirms that AI crawlers can access all pages, allowing potential clients to find the firm through AI assistants. The business ranks number 3 of 6 Financial Planner businesses that BizScoreAI has scored in Wilkes-Barre.