Frank Chappelle & Co., Inc. - Investments & Financial Services -- continuing a 68+ Year Legacy of Investing in the Financial Future of our Clients.

CONNECT

Address:

1747 Reese Street - Suite 215
Birmingham, AL 35209-2517

Phone:

205-873-1101

Fax/Other:

205-802-1102

Our Committment

Our Commitment

Frank Chappelle & Co. is a 3rd generation family-owned financial services firm that has been operating for over 65 years. As an independent organization, we set high standards for ourselves that translate to our service standards and an emphasis on client satisfaction.

 

Integrity

 

  • We build, maintain and cultivate long-term relationships. The majority of our clients have been with us for more than 20 years. We work hard to earn our clients’ business every single day.

 

Clients First

 

  • We treat people the way we want to be treated; with respect and complete honesty.

 

  • Our clients have a voice; with regularity, we survey our clients to find out what we are doing well and where improvements are necessary.

 

  • We are committed to client communication; every phone call and every email is answered within the same business day. Additionally, client account and performance information is available 24/7/365.

 

Prudent Judgment

 

  • We are responsible for being knowledgeable of the solutions available to address client needs.

 

  • First we listen to identify the need; once determined, we identify the solution and only then do we formulate a plan of action.

 

  • We are committed to understanding the personalities of each person we work with. We take into consideration the extent of their investment experience and offer education when it is appropriate.

 

Adaptabiity

 

  • We recognize that one of the constants in life is “change”. Responding to the myriad of changes that we are faced with in today’s world is critical.

 

  • We build appropriate investment portfolios that can be adapted to life changes or when market behavior warrants portfolio adjustments.

 

  • We are lifetime learners and are committed to continuing education in every facet of our business; investments, financial planning, insurance and law to ensure that we have the tools necessary to assist our clients’ needs and expectations at all times and in all market environments.