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 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 had a positive experience when I went. I arrived for an appointment that I had booked online the…read morenight before. Upon arrival I was greeted by like 3 people. It was welcoming to say the least. I let the woman at the counter know I was there for an appointment and she said they were waiting for me. I walked over to sit but was waved at to come on over. The woman introduced herself and I was able to open an account and she answered a lot of questions I had about Canada and US transfers. It was pretty easy. Thank you Lashon and Rae!

First Citizens has been fantastic for years as they have offered all the services that I have…read moreneeded and are always friendly and helpful. Their interest rates best competitors time and time again and I know that I can count on them for my banking needs

From the owner: At First Citizens, building relationships with customers is at the center of all we do. We…read moreunderstand there is a right way and a wrong way to do business, and we choose the right way. If you're looking for a bank that cares about you, your goals and your future, come grow with us. Visit us at our Annapolis, MD branch or find us online.

I spent 30 minutes at the drive-through at this bank. Michelle have been waited on yet. No one…read moreworks here. No one answers questions appropriately when you call them to big waste of time just that you go to another bank which I'll be doing myself. Thank you very much.

This branch is very nice…read more The issue i have is with Wells Fargo in general. The businesses moto they have is horrible. You opened accounts for the elderly and they never knew they had them. You have had multiple data breaches Your fees are outrageous. Your employees are nice people but as a company I give you a 0