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).

I have previously had a Fidelity account that I access online, or through the app. I had never…read morepreviously entered a Fidelity location. Today I needed to do some business inside the building, and I was immediately greeted upon entry by Stephen and Khameron. The lobby area is warm and welcoming, while also giving a professional vibe with leather on the arms of chairs, and a sophisticated table and lamp set up. Stephen and Khameron seemed genuinely interested in me and the actions I needed to complete. They were professional and efficient, and I did not have to wait long at all. I was offered refreshment as well. As a result of my interactions I will definitely return for in person help whenever necessary.

Extremely professional and thorough CPA. Have only good things to say about Andrew. Would recommend.read more

Billy was fantastic through out the whole process. He is great for a beginner such as myself. Made…read morethe entire process stress free and easy to understand. Also beat the competition on prices!

I have known Billy for a number of years and trust him implicitly. That's why when I needed a…read moremortgage recently I would consider no one other than him to provide the service. As expected from a man of his character, he was attentive to my needs, took the time to explain the mortgage application process to me, and guided me through the entire process from start to finish. I am very pleased with my resulting mortgage and cannot be more appreciative for the professional guidance he provided me. I would recommend him without hesitation for anyone considering applying for a home mortgage.

Wonderful folks to deal with! I have used them for marine coverage for several years and they have…read morebeen professional and responsive whenever I called. I would recommend them without reservation!

A bunch of my co-workers told me I HAD to call Marshall Feldman to get a VA home loan. We worked…read morewith Marshall and Rebecca and we couldn't have asked for a better loan team! They were so communicative during the whole process and they were always friendly and happy to answer our silly first-time home buyer questions. Marshall was great about showing us different loan scenarios during each stage of the process and helping us pick the right one. Would recommend 110%

Bought my 6th house using First Home Mortgage Rick Kublank team at the URGE of my real estate…read moreagent. I was not impressed from the get go so I reached out to a VA specialist in another state. When we put an offer on our house and it was accepted, my agent sent all paperwork to Rick and his team. I regret that decision every day. The service through the teams lack of communication, organization, and VA skills made it a very painful process. They did not communicate well so I had to send the same documents to different ppl on the same team. I got ao frustrated, i ended up putting them all on email copy to tell them it is their job to share docs and to communication. They dragged their feet scheduling a VA appraisal- if you use VA you understand the relevance of a timing VA scheduling. They had me emailing around documents instead of using the portal. And in the end, they didn't account for our homeowners insurance in their closing numbers. I thought it was paid until I got a letter of cancellation. We had to pay out od pocket. Truly one of the most stressful closings Ive ever had because of their lack of professionalism during what is already a stressful time. There are much better companies.

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.

TMDL has been my "To Go To" CPA firm since 1982. They have…read moredelivered fantastic results for me personally and for all of my business entities for 4 decades. I could not be more pleased with their experience and tax expertise having survived several IRS audits with " No Monetary Change" results. Their proven track record would be very hard to beat and now working through estate planning and generation skipping plans with the ever changing political atmosphere it's now more important than ever to have the right CPA firm handling your financial health and well-being! I'm here for the long haul ! BJW - Annapolis MD