You've dreamed before, haven't you? You've had that idea and thought what if? That's how it all got started for us nearly 20 years ago. The question proposed by Tim was, "Is that a Series 65 book?" Tom responded with a Yes, and I'm starting an investment firm. Do you want to join me? They were 27 years old with a VISION.
So in a car ride up to Long Island, the dream became a reality and the what if became Chesapeake Financial Advisors. Chesapeake Financial Advisors promotes financial peace of mind for the baby-boom, gen-x and millennial generations by providing fiduciary based, independent, fee-only comprehensive financial planning, investment management and tax planning.
So in a car ride up to Long Island, the dream became a reality and the what if became Chesapeake Financial Advisors. Chesapeake Financial Advisors promotes financial peace of mind for the baby-boom, gen-x and millennial generations by providing fiduciary based, independent, fee-only comprehensive financial planning, investment management and tax planning.
Services
Chesapeake Financial Advisors provides our clients a number of resources to help with their financial planning and management. It will help you focus on your most important financial goals and give you the information you need so that you can create a plan of action. Use this budgeting worksheet to accurately account for all your household income and expenses.
Reviews (1)
Pina Colada
Mar 24, 2021
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I have been using Chesapeake Financial Advisors for some time now. Tim and Tom and the rest of the staff are very professional and responsive to all of my inquiries. They make sound judgements on investments. They complete my taxes in a timely manner. They take their fiduciary duties very seriously and want what is best for the customer. I am happy to be a customer and will continue to be very many years to come then can spend my gains on retirement on a beach sipping on tropical drinks.
