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 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).

Three years ago, my daughter and I set up the first of two uniform gift to minors accounts for my…read moregrandchildren which I have continued to fund with her acting as custodian. I went into the Annapolis office I believe 7 times to purchase mutual funds in those accounts, and always received a receipt showing what fund my dollars had been used to purchase. This last time, my daughter calls saying Fidelity called her asking what she wanted to do with the "cash" deposit I made, and told me that it had happened once before. So I told her and she had to call Fidelity back and tell them what fund to buy. Why was I given a receipt showing that I purchased shares in a mutual fund when they only made it cash deposit? After my conversations with Fidelity, they said they could only accept cash from me to fund the accounts. I thought, in that case, I should not waste my time by going by their office ...instead, it seems I should just mail my daughter a check but that burdens her with having to deal with Fidelity. I was told by Fidelity a work around would be for me to purchase the mutual funds in my personal account and then transfer the fund itself into the grandchild's account. Obviously, I can do this all online, but that approach is ludicrous. They offered to take cash deposits if I wanted to do so at their office, buy why should I? Wow! This is odd. I have no reason to go into their office ever again.

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).

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.

Immediately responded by phone. Spoke with David. Clarity offers consultation on many issues.read more

Very informative, professional and helpful. As a small business owner it was great to hear the…read moreservices they provide, they act as a CFO for your company or organization. Very compact all in one service that fits your business needs and budget. I will be working with them in the future