My father advised me about them and I am not disappointed to have listened to him. They are very…read morefriendly and it feels like we are part of the family business. I recommend them.

Very friendly team and excellent service. I am very happy with my stocks performance. Would…read morerecommend them anytime.

Phillip has taken care of our taxes for five years and always done so with professionalism,…read morecourtesy and prompt, clear communication. We appreciate his expertise and thoroughness, and we highly recommend him.

Mr Chute makes me feel like I'm seen and valued as a person and not just a number. He also took the…read moretime to engage with my autistic son, even gifting him with an autographed book. I can't afford a lot when getting my taxes done and have too much going on in my life to try to do them myself. Phillip has been a reliable and affordable answer for these past couple of years and I plan on relying on his services for many years to come!

John is the best! He's always there to help advise you, is super friendly, and knows the market so…read morewell. My whole family has been with John for years now and he's taken care of our portfolio's so well.

Fitzgerald Financial Group is top notch! We've been working with John for a long time now and he's…read morealways given us outstanding service, the best prices, and great investments as well. John goes above and beyond to ensure financial growth with his great attention to detail in his financial planning. Commutation is clear, as they are very quick to respond and very easy to reach. I would highly recommend Fitzgerald Financial Group for all your financial needs.

This is the interim location for a new LLC owned by former members of First Command investments…read more They are fiduciaries and will focus on customer service using Charles Schwab as the clearing house for investment.

We had an inheritance left to us and is taken going on two weeks now to get it released and then we…read morefind out they're gonna charge us another thousand dollars just to sell the stock. This is what they do but $1000 to sell ridiculous that's why I don't use them. Morgan Stanley is so much better. let me say this the people in the office are great. It was the corporate people that I had to deal with, and it was very hard and confusing.

I only wanted to buy CD's......nothing else.....I made that clear. Stephanie was not only late (10…read more- 15 min) but then proceeded to try to sell other services. One of her first points was that she would return messages within 24 hours, not at all true. We've been with her just shy of a year, called her twice and both times had to chase her to get a response. Don't highlight service that you don't actually offer. I also recommend packing a lunch when you meet because for some reason, we were told of her divorce, children, father, how she invests her money and her travels.........I just wanted to buy CD's.........not write her biography. If you value your time and want someone that does what they say they'll do, run, do not walk to anyone other than Ms. Brown.

Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

From the owner: We Invest in Your Happiness. Contact us for a free consultation. read more

Extremely unprofessional! This place cost me about 4000$ in the 1st 2 months I transferred my…read moremoney. They did ABSOLUTELY NOTHING but moved my money over from an account I was earning great interest with in promises they'd help me grow my money. Instead I lost around $4000 and on top of that the second they moved my money without doing anything with it. They charged me a $2000 commission fee? Excuse me? You did nothing but put me in the middle of your childish office mess, and cost me money. Do not waste your time or money with wealth market. Even her own business partner told me not to trust her as far as I could throw her and he was so so sorry for getting me mixed up in her mess. When I expressed to Karen how upset I was, the only thing she had to say to me was well your right but I have another call... excuse me?? Unfortunately this place has left me not being able to trust another financial advisor. Please do not use this place.

From the owner: Partner with our knowledgeable team for strategic advice on investing and insurance.read more

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