Chesapeake Financial Planning & Tax Services Inc. is an innovative financial and investment advisory firm located in Annapolis, Maryland. In this highly sophisticated and rapidly changing financial environment, it is critical that individuals and businesses preserve and enhance their current financial resources while also preparing for their future. This requires careful planning and prudent management of one’s financial assets. Unfortunately, in today's complex and highly competitive financial world, investors are bombarded from all directions by financial service providers claiming to have your best interests at heart. Further investigation may reveal that these providers’ knowledge does not extend beyond their own specialty area. Today’s investors are looking for a single advisor who can provide all necessary financial services including income tax preparation, investment advice, estate, financial and retirement planning and risk management. 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). Our creative, seasoned approach is to make sure we completely understand you and your life goals. Understanding you is our most important priority...the solutions follow. Each and every client enjoys the ongoing benefits of our integrated, custom financial and investment plans. Our passion is to help our clients realize their dreams and aspirations.
What makes us different? We take the time and make the commitment to develop strong working relationships with our clients. Clients choose Chesapeake Financial Planning because of our knowledgeable, unbiased, objective advice; they stay with us because of our commitment to service.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state`s broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state`s broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
We are licensed in the following states: Arizona (AZ), California (CA), Colorado (CO), Delaware (DE), Florida (FL), Idaho (ID), Iowa (IA), Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts (MA), Michigan (MI), Mississippi (MS), Nebraska (NE), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Pennsylvania (PA), Tennessee (TN), Texas (TX), Virginia (VA) and Washington, D.C. (DC).
