Chelsea Financial Services: Products & Services

Chelsea Financial Services clears all transactions through First Southwest Company in Dallas, TX, an Investment banking firm established in 1946.

First Southwest was formed with the belief that excellence in investment banking is not exclusive to Wall Street; that a dedicated team could serve the financial needs of a business community with extraordinary integrity and class better than the biggest and best firms in New York.

At Chelsea Financial, we uphold those same beliefs, offering our brokers an independent environment in which to service their clients’ needs. We understand that the key to success depends largely on the quality of service we can provide to our clients.

Products and Services

Chelsea Financial Services offers a broad range of financial products:

Stocks
Corporate Bonds
Municipal Bonds
Money Market Accounts
IRA Accounts
529 College Savings Plans
Options
Mutual Funds
Private Placements
Insurance Products
Annuities
Government Bonds
Time Deposits (CDs)
Unit Investment Trusts
Initial Public Offerings
Real Estate Investment Trusts
Exchange Traded Funds

In Your Best Interest: No Proprietary Products
We do not sponsor any proprietary products, nor do we make markets in any securities. As a result, there is no pressure to sell any specific product line or security. Therefore, our representatives are free to choose what investment product or plan is in the best interest of their clients.

About our Private Client Services Group (PCSG)
Our PCSG team was created to serve the unique investment needs of wealthy individuals and businesses. With Chelsea Financial, you will get the resources and one-on-one personal attention that you deserve.

Personalized Solutions
Our team of advisors deliver objective guidance and solutions that work for your individual situation. Set your goals...We will help you achieve them. Experience how our customized solutions can work for you.

Wealth Management
We offer clients of substantial worth the professional guidance to grow, protect and transfer their wealth. In addition, a desire exists within wealthy families to simplify the management of multi-generational needs and lessen the profound emotional impact of wealth on family members. Your Financial Consultant can provide comprehensive, integrated wealth management strategies to address your wealth management needs.