Chesapeake Investment Services
Plan to Invest ... Invest with A Plan
Careful financial planning is more than stocks, bonds and IRAs. Pursuing your financial goals—for the present and the future—depends on solid, unbiased advice; meaningful, timely information and thoughtful research; and easy access to the investments or services that fit your specific needs.
Through a brokerage affiliate arrangement with Cetera Investment Services, LLC, Chesapeake Investment Services provides customers the opportunity to take advantage of a full range of investment options, while still providing the service that they know and trust. You can be assured that our Investment Advisors are experienced, caring professionals who will work with you, help you understand investment options and fine-tune a plan of action that is tailor-made to your goals and dreams.
Brokerage – stocks, bonds, mutual funds including on-line viewing and trading
Fixed and Variable Annuities - insurance products to provide a return
Estate Planning - reduce tax burden and preserve wealth from generation to generation
Professional Asset Management - Access to mutual funds and individual stocks and bonds
Investment Advisor Life Insurance - find the policy that protects your loved ones
Money Market Accounts - set up an emergency fund
Retirement Planning - design an investment strategy that helps you meet your goals including IRA's, 401K's, Simple, SEP plans
Individual Bonds - provide a foundation for your portfolio
Investment Portfolio Analysis - stay up-to-date on your investments and adjust them as needed
Comprehensive financial planning