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Get the guidance you need from a source you trust. Investment services and financial planning through Chesterfield Investment Group can help you plan for the future.

Plan for tomorrow with the guidance of our professionals

Chesterfield Investment Group

There are many important financial decisions that must be made throughout your life. That is why we started Chesterfield Investment Group - to help members with all their financial needs. Whether you are a newly married young couple, a parent planning for your child’s education, a worker planning for retirement or facing an unexpected job change, our Financial Advisor, Tres Moore, can help you reach your financial goals.

We can help with your goals

Beyond monthly budgets and day-to-day expenses, what are your big-picture financial goals? A comfortable retirement? Saving for college? Buying a home? Starting a business? The list could be endless. Regardless of your aspirations, a sound investment strategy and financial plan can get you moving in the right direction. A variety of products, services, strategies and objectives await, but no matter where you are on your journey, it’s never too late to get started.

Work with someone you trust

Chesterfield Federal Credit Union has served Chesterfield County for over 50 years, looking out for the best interest of our members. Those values carry over to Chesterfield Investment Group. As a registered Financial Advisor, Tres Moore can assist you with:

  • Money Management
  • Estate Conservation
  • Insurance Planning
  • Investment Planning
  • 401(k) Planning
  • Business Planning
  • Retirement Planning
  • Education Funding, including 529 Plans

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Whether they are large or small, contact Tres Moore today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

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Place your investments with someone you trust!
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRAOpens in New Window/SIPCOpens in New Window, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2198257.1-0818-0920