About Chesapeake Financial Planners
Reviews for Chesapeake Financial Planners
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Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: ClosedSaturday: ClosedSunday: Closed
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.
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.
Mark and Jeff have been my retirement advisors since 2011 and I could not be happier with them. They are knowledgeable and easy to talk with. They respond quickly to any questions and clearly explain all my options. I have been retired for 5 years and am fully confident that my financial future will continue to improve as it has so far with them. I would recommend them to anyone, and I only wish that I had met them sooner.
I have been working with Mark and Jeff for 10+ years. I recently asked for a review of my financial plan and was provided outstanding feedback that provided me a much better solution.