I've been working with Chesapeake Financial Planners for a little over six years, and it's been an outstanding experience. They're knowledgeable, responsive, and consistently provide clear, personalized advice that aligns with my financial goals. Their long-term commitment and reliability have given me real peace of mind.
About Chesapeake Financial Planners
Chesapeake Financial Planners provides retirement and investment planning. Multiple reviews highlight working with the firm for many years, from three to over ten. Clients describe receiving valuable, timely, and well-considered advice, noting their retirement accounts move in the right direction. They report feeling safe and secure, even in turbulent markets, and experience peace of mind about their finances. The advisors are noted as professional, knowledgeable, responsive, and quick to act. Clients highly recommend their services for clear, personalized guidance and long-term reliability.
Reviews
I have been extremely pleased with Mark’s services over the last 15 years and would very highly recommend. Mark has taken the time to get to know my needs, interests, long and short term goals. We evaluate my portfolio yearly for any adjustments, reevaluation, or study trends. Mark objectively presents the pros and cons of options, answers questions, and leaves the final decision to me. I have never felt pressured and always appreciate how understood and listened to I have felt. More recently I have had some opportunity to work with Jeff as well. Mark and Jeff present a unified team who want to make your investments work for your needs.
I have had the pleasure of entrusting my finances with Jeff and Mark for many years. Their expertise and advice are invaluable. My portfolio has grown significantly and has allowed me to retire comfortably with tremendous financial security. Mark is always available to answer my questions and provide solutions. I highly recommend Chesapeake Financial Planners.
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Hours
Monday 8AM - 5PM
Tuesday 8AM - 5PM
Wednesday 8AM - 5PM
Thursday 8AM - 5PM
Friday 8AM - 5PM
Saturday Closed
Sunday Closed
Location
2402 Scotlon Court, Forest Hill, MD 21050
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