Chesapeake Financial Planning & Tax Services

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71 Old Mill Bottom Rd N Ste 201
Annapolis, MD 21409
Chesapeake Financial Planning & Tax Services is a trusted financial planner in Annapolis, MD, offering comprehensive financial advising and investment services. Specializing in retirement plans, IRAs, brokerage accounts, estate planning, and tax strategies, they provide expert guidance on investments including bonds, stocks, and government securities. Their services extend to insurance solutions, college planning, and wealth management. Accepting all major payment methods including Visa, MasterCard, Amex, and Discover for your convenience.

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5.01 reviews
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Gary H.
4/8/2019

I couldn't write enough good things about Chesapeake Financial Planning. I have been using them for over 15 years at least. My parents, uncle and aunt, cousins and brother uses them as well....

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Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
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