Chesapeake Investment Services

 
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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

Equity research

Education planning

 
Investment products are provided by Cetera Investment Services LLC. Click to view Cetera's Privacy Policy and other Important Information.  Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC.  Advisory services are offered through Cetera Investment Advisers LLC.  Neither firm is affiliated with the financial institution where investment services are offered.  Advisory services may only be offered be Investment Adviser Representatives in connection with an appropriate Cetera Advisory Service Agreement and disclosure brochure as provided.  Investments may lose value and are not FDIC/NCUSIF insured, financial institution guaranteed, a deposit, or insured by any federal governmental agency.