Pelletier Chase Associates provides confidential accounting, tax, and financial planning services to owners of closely held businesses and their families.
The firm is located in Portland, Maine; its clients have operations in Maine and surrounding New England states. The firm helps clients plan for business succession, retirement, elder care, and estate disposition.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
Its clients include owner-managed businesses, family enterprises, entrepreneurs, professionals, individuals, and families.
Services include assurance, taxation, financial and business consulting, corporate finance, litigation support, family business consulting, personal wealth management, and trust and estate services.
Source: LinkedIn company description · Retrieved October 13, 2026
The firm provides periodic financial and accounting newsletters, timely taxation updates, and annual year-end planning reports.
Source: LinkedIn company description · Retrieved October 13, 2026
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Open the published source list.Snapshot: September 27, 2026
RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 26, 2026, September 27, 2026 and September 30, 2026. How the company lists are built.
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