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“We enjoy working with ChiChi. She was super helpful and patient with us answering all our questions. The fees were also much lower than other financial advisors we interviewed. Recommend her to anyone.”
8:30AM - 4:30PM
71 Old Mill Bottom Rd North, Suite 201, Annapolis
Financial Advising
“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. 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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I was hesitant on taking the appointment I’ve been processing with square they were easy and convenient for me so I really wasn’t looking to switch until Wayne came in explained their program showed me how simple their program is and how much money I would save so we decided to give it a try since it was a month to month contract we have been processing with them for 5 months now and I wish we would have made this switch sooner”