Chesapeake Financial Strategies of Greenbelt

Chesapeake Financial Strategies of Greenbelt is a financial planner in Greenbelt, MD. The firm advises clients in financial planning, retirement planning, and wealth management, and its team has worked in those areas for over fifty years. Donald L. Moore, CLU, Chartered Financial Consultant, holds a Bachelor of Science degree from West Chester University and did masters work at the University of Maryland, College Park, and has over 50 years of experience in the financial services industry. Donnie Moore is an investment adviser representative, and Ann Moore, a co-owner of the firm with her husband Don, has over 40 years of experience in the financial services industry. The office works with clients across the United States, most of them within the Mid-Atlantic Corridor, serving Maryland, Virginia, DC, Delaware, New Jersey, Pennsylvania, and West Virginia.

The firm builds strategies tailored to each client's needs and goals, backed by independent investment advice and research and a customized approach to planning and management. Its services for individuals include basic and comprehensive financial planning, retirement planning, life planning, risk and insurance planning, long term care planning, estate analysis and conservation, multi-generational legacy planning, special needs planning, and disability protection. For business owners it covers financial business planning, key-person insurance, pension and profit sharing plans, deferred compensation, split-dollar planning, business succession planning, buy-out funding, and estate planning strategies. For professionals it offers comprehensive financial planning, tax planning, retirement planning, wealth transfer planning, estate planning, risk and insurance planning, and pension planning through IRAs, self-employment, and corporate plans. The firm maintains a professional network of specialists across a variety of disciplines. Investment services are offered through Lincoln Investment. The team addresses investing principles and strategies, retirement investing and distribution strategies, estate conservation, and risk management, and takes a teamwork approach intended to bring a broader perspective to client planning. Office hours are Monday through Thursday, 9:00 AM to 4:00 PM, with Friday by appointment.

The office sits on Greenway Center Drive, about 0.2 miles from Greenbelt Road and the Baltimore-Washington Parkway, roughly 0.3 miles from the Capital Beltway, and about 0.4 miles from the Greenbelt Post Office. Schrom Hills Lake Park is about 0.6 miles away.

The firm holds a rating of 5.00 from the customers who have reviewed it.

For clients across Greenbelt and the wider Mid-Atlantic corridor, Chesapeake Financial Strategies of Greenbelt pairs decades of planning experience with a customized, team-based approach to wealth management.