My father advised me about them and I am not disappointed to have listened to him. They are very…read morefriendly and it feels like we are part of the family business. I recommend them.

Very friendly team and excellent service. I am very happy with my stocks performance. Would…read morerecommend them anytime.

We had an inheritance left to us and is taken going on two weeks now to get it released and then we…read morefind out they're gonna charge us another thousand dollars just to sell the stock. This is what they do but $1000 to sell ridiculous that's why I don't use them. Morgan Stanley is so much better. let me say this the people in the office are great. It was the corporate people that I had to deal with, and it was very hard and confusing.

I only wanted to buy CD's......nothing else.....I made that clear. Stephanie was not only late (10…read more- 15 min) but then proceeded to try to sell other services. One of her first points was that she would return messages within 24 hours, not at all true. We've been with her just shy of a year, called her twice and both times had to chase her to get a response. Don't highlight service that you don't actually offer. I also recommend packing a lunch when you meet because for some reason, we were told of her divorce, children, father, how she invests her money and her travels.........I just wanted to buy CD's.........not write her biography. If you value your time and want someone that does what they say they'll do, run, do not walk to anyone other than Ms. Brown.

I have had a very positive experience here. The staff is very helpful. it is a little hard to…read morefind but, ample parking and a nice facility. I'm very happy we switched from Fidelity.com (see my other review).

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

This is the interim location for a new LLC owned by former members of First Command investments…read more They are fiduciaries and will focus on customer service using Charles Schwab as the clearing house for investment.

I'm very happy to be a client of Chesapeake Investment Planning , both Todd and Jay are very…read moreknowledgeable, and more importantly trustworthy financial planners. Dealing with money and finances in general has always made my head spin. When both my personal and business finances were in shambles I sought out help and I'm so glad I found these gentlemen . They have helped me in setting up a solid and well thought out long range financial plan along with other sound advice. Although I mostly deal with Jay , I have the utmost confidence in everyone at Chesapeake investment planning.

From the owner: Chesapeake Investment Planning is proud to service the Maryland, DC and VA area. We are locally…read moreowned and operated and pride ourselves in our commitment to our clients. We specialize in: Retirement Planning Income Solutions Planning 401 (k) Planning 403 (b) Planning College Plans Estate Plans Profit Sharing Plans Bonds Stock Educational IRA Traditional IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Annuities Disability Income Insurance Life Insurance Long Term Care Insurance Appointments held at the clients convenience

Mr Ari was very open and honest in that he could not provide me with the services I requested but…read morequickly directed me to a colleague that could assist me. His response time was very quick and he was incredibly honest and helpful! I would use him for his services should I need them in the future!!!

I have used Ari for investments/retirements for years. He is polite, knowledgeable and friendly…read more I highly recommend.

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).