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).

I needed to make a 2019 IRA contribution by 4/15/20, and of course, I procrastinated until today…read more Due to the Covid-19 social distancing requirements, I was not even sure if they were open. I was pleased to find that the office was open, and had implemented safety measures to protect both their staff and customers. They have installed a monitor and a drop box in their vestibule. So you can step inside, speak to a customer service representative on the monitor, place your transaction paperwork in an envelope, and leave it in the box. They had extra pens and hand sanitizer available. Mission accomplished. Thank you. (Fidelity also sent an email confirmation and then a representative followed up this morning with a phone call since the in person interaction had been more limited).

I have previously had a Fidelity account that I access online, or through the app. I had never…read morepreviously entered a Fidelity location. Today I needed to do some business inside the building, and I was immediately greeted upon entry by Stephen and Khameron. The lobby area is warm and welcoming, while also giving a professional vibe with leather on the arms of chairs, and a sophisticated table and lamp set up. Stephen and Khameron seemed genuinely interested in me and the actions I needed to complete. They were professional and efficient, and I did not have to wait long at all. I was offered refreshment as well. As a result of my interactions I will definitely return for in person help whenever necessary.

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

I haven't thought about First Command in a long time, and for that I'm really happy. Before I go…read moreany further - DISCLAIMER - I'm just one person who enjoys personal finance and investing, I'm not an expert, and this is my personal opinion. My true motivation for writing a few lines here is that I'm hoping at least a few Midshipmen at USNA who are looking to explore financial planning options either before or after they receive their career starter loans STAY AWAY from First Command. These guys, if they are even allowed on navy installations these days, will be lining up at the door to help you invest your loan, and whatever other money you might have stashed away. They'll offer up some handouts, say that they specialize in military financial planning (whatever that means...money is money and a dumb idea is a dumb idea), give you the basics on money, investing, what compound interest over time can do for your personal wealth, and probably invite you to some sort of investor reception. At least that's how it worked a few years ago. These guys have had to change their company name more than once because the SEC was on to them. Hopefully that sets off alarm bells. My personal advice - stay away, and tell your friends to stay away. Tell the entire graduating class to stay away, because a lot of these guys are retired military officers who try to dupe Middies and Ensigns into horrific financial plans at a time when they're the most vulnerable. To cut right to it, first and foremost, these guys are insurance salesmen. What they really want to do is sell life insurance to young people at a time in your life when you LEAST require it, especially if you're a single (you'll have SGLI in the fleet, a cheap, generous policy available to the entire US Military.) They do this because it's a vehicle by which they collect massive fees. Then they'll take a chunk of your money and probably invest it in a mutual fund...NOT a highly-acclaimed no-load fund with a proven track record, but one with a hefty fee (known as a "loaded" fund), which they again get a cut of. I'm not trying to make this sound dramatic - read the other reviews across various cities and you'll see lots more reviews just like this one. As an Ensign, before I got wise to their game, I can remember arbitrarily writing checks every few months for hundreds of dollars because I was paying for their insurance and wanted to keep my "plan" on track. After I did some homework, I visited their Pensacola office to pitch a few investment ideas and discuss the idea of beefing up my actual investments (more mutual funds, ones without fees, and a money market fund) and downsizing the amount of insurance I was buying (single, no kids, at least ten years of military service ahead of me...why did I have multiple life insurance policies?) The dude I met with was some ex O-4 NFO (at the time that seemed impressive to me) who basically called me a silly Ensign, tried to strong-arm me and told me "you're either on our plan, or you're not." Looking back, this firm lured me in with their sense of "military values," exploited that to make a quick buck by selling me the financial equivalent a crappy used car, and then threaten to cease working with me when I didn't agree with their plan for MY money. Sound strange to you? Yeah - it was pretty surreal. Needless to say I moved my money elsewhere at the next available opportunity. Look, there are plenty of resources for people who "don't have time" to manage their money. All I can say is that you should ALWAYS have time to CARE about your money, so at least do a little bit of research and stay away from the hustlers and the crooks.

Not for me. While this institution caters primarily to the military, they seem to be expanding. I…read morerecently moved everything I had at this bank and financial center to another bank. First Command always puts you in load funds and tries like hell to sell whole life insurance. No thank you. I feel as if they work really hard on the sales pitch to get you in and then charge you like crazy on all sorts of investments and insurance once they have you. They do an excellent job convincing you that the fees are found anywhere you go and that they have your best interest at stake. Let's face it, nobody truly has your best interest at stake. They are good at printing out colorful graphs showing your financial situation and where you need to be in the simplest terms, but they nickel and dime you to death. Stay away.

If you are looking for a Financial Advisor whatever you do don't go here. They will not only…read morecharge you through the roof, give you the worst advice possible, loose all of your money and then charge you $100 to close your account. No wonder they had to change their name a few years back. The customer service is very condescending. Whatever you do go to a reputable firm such as Charles Scwab or Vangaurd.