Chesapeake Investment Services

 
Return to Home Page
     

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.

Cetera Investment Services, LLC is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by Cetera: * 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 Cetera Advisory Services Agreement and disclosure brochure as provided.