Financial Planning – Investments – Retirement – IRA’s & Rollover Expertise
Kristen W. Owen, Certified Financial Planner
Learn about Kristen’s Financial Advisor Ceritification
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Non-deposit products:
Are not FDIC insured;
Are not deposits;
may lose value.
Financial Planning
Chesapeake Bank & Trust offers financial planning through its Investment Services office located at the bank’s main branch at 245 High Street, Chestertown, Maryland. Vice President, Kristen Owen is a certified financial planner who can provide investment services and financial planning. Kristen will work with you developing a financial plan that sets you on a path toward your aspirations. Our Investment Services office helps clients with:
- Retirement income planning
- IRA’s and Rollover accounts
- Portfolio design based on risk tolerance
- Tax planning for investments
- Financial planning for achieving life goals
Kristen can be reached at 410-778-8465 or kowen@chesapeakeinvest.com.
Your Financial Advisor
“My work is all about relationship building.” – Kristen Owen, Chesapeake Investment Services
Play the video below to learn more about Kristen and her approach to providing investment services.
Investment Services
Securities and advisory services are offered through Geneos Wealth Management, Inc., member of the Financial Industry Regulatory Authority (FINRA) the Securities Investor Protection Corporation (SIPC). Geneos Wealth Management, Inc. is not affiliated with Chesapeake Bank & Trust Co.
Geneos Wealth Management Privacy Policy
Investments are:
- Not FDIC insured
- May lose value
- Not financial institution guaranteed
- Not a deposit
- Not insured by any federal government agency