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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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 firstname.lastname@example.org.
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.
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.
- Not FDIC insured
- May lose value
- Not financial institution guaranteed
- Not a deposit
- Not insured by any federal government agency