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 PrimeVest, 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.

Stop by and talk with a Investment Advisor about: 

Estate Planning—reduce tax burden and preserve wealth from generation to generation

Asset Management—Access to mutual funds and individual stocks and bonds through PrimeVest, a registered broker/dealer

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

Individual Bonds—provide a foundation for your portfolio

Investment Portfolio Analysis—stay up-to-date on your investments and adjust them as needed

Investment products are provided by PrimeVest Financial Services, Inc.

Click to view PrimeVest's Privacy Policy and other Important Information.

PrimeVest Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PrimeVest: * Are NOT FDIC insured * May go down in value * Are not financial institution guaranteed * Not a deposit * Are not insured by and federal government agency. Registered address: 245 High Street, Chestertown, MD 21620.

Investment Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents or other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.