Chantal Robinson, Retirement & Income Specialist
Service type
Responds in about 7 min
Thumbtack Guarantee
If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
What sets my financial services apart is that I believe every family deserves access to quality financial education and strategies—not just the wealthy. I take the time to understand your unique goals, concerns, and dreams before recommending any solutions, because there is no one-size-fits-all financial plan.
My financial reviews are completely complimentary and pressure-free. My goal is to educate, empower, and help you make informed decisions that align with your family’s future. Whether you’re looking to protect your wealth, accumulate and protect, prepare for retirement, create a legacy for your children, traditional life insurance or simply understand your options, I’m committed to helping you build a personalized strategy with integrity and transparency.
I pride myself on building long-term relationships based on trust, honesty, and exceptional service. I’ll be there to answer questions, review your plan as life changes, and make sure your financial strategy continues to support your goals over time.
When you work with me, you’re not just getting someone to help with financial products—you’re gaining a dedicated partner who genuinely cares about helping you create confidence, security, and financial freedom for you and your family.
Overview
Serves Eagle Point, OR
Background checked
1 employee
1 year in business
Business hours
SunClosedMon9:00 am - 5:00 pm
Payment methods
Ask this pro about their preferred payment method.
Services offered
Service type
Work location
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, work quality, and professionalism.
5.0
4 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Kate T.
Jul 8, 2026
There is nobody I trust more than Chantal to help set up my family for financial freedom and success. Right away you could tell she wants the best for you, whether it was reaching a goal or educating me on the available options. She took time to explain and answer all my questions. I’m so thankful I found her, for my family, for my present, and future self. And knowing she’s still there for us even after things are set into place is so comforting!
Ryan S.
Jul 9, 2026
Working with Chantal was an excellent experience from start to finish. She took the time to understand my goals, explained everything in a way that was easy to understand, and never made me feel pressured. She was knowledgeable, responsive, and genuinely cared about helping me make the best long-term decisions for my financial future. I appreciated her honesty, professionalism, and the confidence she gave me throughout the entire process. I would highly recommend her to anyone looking for retirement and income planning guidance.
Kaylynn C.
Jul 24, 2026
Chantal is truly amazing, she can answer any questions you have big or small. She takes her time and thoroughly explains everything, and truly cares about her clients. I will recommend her to anyone and everyone!!
Payton C.
Jul 8, 2026
Chantal is the sweetest human and has a heart of gold! Very considerate of any concerns you may have, communicates, and truly wants the best for her clients!
Credentials
Background Check
Chantal Robinson