I'm very happy to be a client of Chesapeake Investment Planning , both Todd and Jay are very…read moreknowledgeable, and more importantly trustworthy financial planners. Dealing with money and finances in general has always made my head spin. When both my personal and business finances were in shambles I sought out help and I'm so glad I found these gentlemen . They have helped me in setting up a solid and well thought out long range financial plan along with other sound advice. Although I mostly deal with Jay , I have the utmost confidence in everyone at Chesapeake investment planning.

From the owner: Chesapeake Investment Planning is proud to service the Maryland, DC and VA area. We are locally…read moreowned and operated and pride ourselves in our commitment to our clients. We specialize in: Retirement Planning Income Solutions Planning 401 (k) Planning 403 (b) Planning College Plans Estate Plans Profit Sharing Plans Bonds Stock Educational IRA Traditional IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Annuities Disability Income Insurance Life Insurance Long Term Care Insurance Appointments held at the clients convenience

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).

Excellent service and communication! Great team to deal…read morewith. Elena is the best she is professional and knowledgeable.

From the owner: Citizen Financial Center, financial services company with…read moreheadquarters in Northern Virginia, specializes in supporting business owners, small and medium sized companies, and organizations by providing them with working capital and funding their daily and long-term needs including expansion, construction projects, real estate purchases and mortgage refinancing. Build Prosperous Business Together Business loans and programs. Commercial real estate loans and property financing. Programs for small and medium sized businesses. Our Services Working capital loans Expansion loans designed for established companies and organizations Short term cash flow assistance to cover operating expenses and keep employees in place Equity investment and start up funding Loan programs guaranteed by the Small Business Administration and USDA Lines of credit Uncollateralized programs Leveraged loans Business grant programs Alternative documentation loan programs

We hit some rough times and needed payroll funding the next day. Ross from rapid fiancé called me…read moreright away. He was so awesome to work with he made me feel like we were long time friends. I got financed in under 24hrs. the process was so smooth it was too good to be true. I had many challenges with my situation but he never gave up he fought hard and got me approved. I will definitely return just because of him and his team. Thanks again Ross and Rapid Finance

From the owner: Rapid Finance is a FinTech company that provides financing solutions to small businesses such as…read moresmall business loans, merchant cash advances, line of credits, and so much more. We have dedicated business advisors to help you find working capital for your business needs.

I don't know about most people, but applying for a business loan can be an intimidating process…read more There's the large possibility of getting denied and not having the necessary credentials to receive the type of loan you may need. I found my experience with Business Funding Pro to be different. I went on their website and found out I was eligible to receive a loan for my business. I was obviously surprised because let's just say, my track record isn't the most impressive. Nonetheless, the Business Funding Pro staff got in contact with me quickly and discussed approval of the amount I requested. Within 2 weeks, I was approved for a $20k loan for my business. Fast, professional, and they deliver around the time they promise. They were the turning point for my business endeavors!

From the owner: SBA Loans, Equipment leasing, Business lines of credit and loans, Doctors and Medical practices…read moreloans,

Gowdy Financial helped me with funding for my business. The owner was very professional. He kept me…read morein the loop throughout the entire process. I highly recommend this business.

From the owner: Gowdy Financial Group is a Financial Consulting firm that provides fast, flexible, funding…read moresolutions to business owners seeking to grow and expand. We have a new program designed specifically for Small Business Owners. This program will allow you to quickly and easily get the cash you need to: pay off debt, expand your business, pay for advertising, buy new equipment or use for any business or personal reason. * No Upfront Fees * Borrow from $25k-$1Million * Fast Funding; 5-7 days * Turned down by your bank? * We have a 98% approval rate * We fund all business types * No tax returns or collateral required When your bank turns you down, turn to Gowdy Financial Group. Call us today for more information.

ROC Financial Solutions has been great to me!! Nicole was so helpful with informing me on how the…read moreprocess works and the status of my loan. This was my first time getting a loan for a fix and flip and I can honestly say I will be coming back! Also, Robert the loan officer gave me resources for finding potential new properties and investor resources. I love how the company care about my needs and wants!! Highly recommend!!!!

Their great personal service touch helped me buy several properties in 2023 and 3 more in 2024.read more

Brian was fantastic to work with throughout the mortgage process. He was responsive, knowledgeable,…read moreand took the time to explain every step clearly, which made a stressful process feel much more manageable. He shopped options, answered questions quickly, and was always transparent about rates, fees, and what to expect. What stood out most was how professional and steady he was from start to finish. I never felt pressured, and I always felt like he had my best interests in mind. If you're looking for a mortgage broker who is sharp, trustworthy, and easy to work with, I would absolutely recommend Brian.

Brian was absolutely outstanding, and guided us through the entire mortgage process (as buyers)…read morewith poise and humor. We would absolutely use Brian again if we needed to get another mortgage. Cannot recommand him highly enough!

As a fellow mortgage banker, I refer my Maryland clients to Ability Mortgage Group. Great company…read more Andy May Mortgage Broker in Raleigh NC.

I Have been working with Peter for the past 2 years on his business and how it handles his…read morecustomers, Peter truly cares about his customers on providing them the best customer service, program and rate that he can offer. Ability Mortgage Group is proudly owned and managed by a true professional loan originator who dedicates his knowledge and training to deliver value to those first time home buyers, Veterans and FHA home buyers as wells as existing homeowners looking to lower their current interest rate or pull some cash out to consolidate date. I recommend Peter's services when you are looking to purchase or refinance a home in the state of Maryland, a true veteran in the mortgage industry.