I couldn't write enough good things about Chesapeake Financial Planning. I have been using them for…read moreover 15 years at least. My parents, uncle and aunt, cousins and brother uses them as well. They have moved from College Parkway to their new location which is much easier to access from RT 50 near the "Red Hot and Blue". I also love the Highs gas station nearby, but that's another story. :) They are great for quick and easy tax preparation, financial consulting, IRAs, 401K rollovers, etc... I can handle doctors, dentists, needles and even surgery, but financial advisors give me the willies. However, CFP and especially Julie, made me feel so much better and I finally feel as if I'm in control. It's really worth making an appointment and just get in there and talk to them! I can sleep better tonight knowing they are helping.

From the owner: Chesapeake Financial Planning & Tax Services is a financial and investment* advisory firm located…read morein Annapolis, Maryland. Chesapeake Financial Planning recognizes this and provides our clients personalized financial services by helping them to reach their goals and objectives through personal financial planning and prudent use of stocks, bonds, partnerships, fixed annuities and insurance services (life, health, long term care, disability).

These people can't understand english. They sent me some information on annuities . I read it and…read moredecide I am not interested. They keep calling. I tell them again I am not interested and not to call me. They have called me over 25 times. I told them I consider this harassment and to never call me again. They called again today. I filed a complaint with the BBB today and am considering filing a lawsuit for mental anguish and duress. I have an annuity most of them are not good except for the company selling them. DO NOT DEAL WITH THESE IN MY OPINION A BUNCH OF MORONS !!!!

From the owner: Established 2006 Family owned Musselman Dodge established…read more1992 This is where I got my start.

Very informative, professional and helpful. As a small business owner it was great to hear the…read moreservices they provide, they act as a CFO for your company or organization. Very compact all in one service that fits your business needs and budget. I will be working with them in the future

From the owner: We are a team of Financial Advisors that take satisfaction in being so much more. Whether it is…read moreWealth Management, Tax-savings strategies, Estate planning, Insurance needs, a business owner, or anything in between, we want to be the team you think of and come to.

I work for a company where Becky Craig has handled our 401k plan for over a decade. She is always…read moreextremely personable, professional, and clearly has a passion for numbers! Becky explains complicated financial plans and investment concepts in easy to understand terms without speaking down to us. She is always readily available to answer questions. I have always been extremely happy with Becky's service, and I'm sure you will be too!