Chesapeake Financial Strategies

Chesapeake Financial Strategies, LLC is a financial planning firm in Chesapeake, VA, located at 7501 Greenway Center Dr # 420. It holds a rating of 5.00 based on customer reviews. Don, Donnie, and their team have been advising clients in financial planning, retirement planning, and wealth management for over fifty years. The firm utilizes progressive resources, independent investment advice, and research to provide a customized approach. Their style is backed by exemplary customer service and personalized attention. Though the office is located at 7501 Greenway Center Drive, Suite 420, Greenbelt, MD 20770, the firm works with clients all over the United States. Most clients live within the Mid-Atlantic Corridor, serving MD, VA, DC, DE, NJ, PA, and WV. The Thomas Point Shoal Lighthouse serves as the firm's symbol, representing protection and safety as clients navigate wealth accumulation, management, and dissemination. The team assists individuals, families, small business owners, empty-nesters, the sandwich generation, and seniors with customized plans. Services include retirement, lifestyle, investment, taxes, and estate planning. Investments are offered through Lincoln Investment. The team helps with investing principles, retirement distribution, estate conservation, and risk management. Donald L. Moore, CLU®, Chartered Financial Consultant®, holds a Bachelor of Science from West Chester University and has over 50 years of experience. Donnie Moore, an Investment Adviser Representative, graduated from DeMatha Catholic High School in 1988 and Salisbury State University in 1993 with a Bachelor of Science in Marketing Management. Ann Moore, Vice President and co-owner, has over 40 years of experience. Services for individuals include basic and comprehensive financial planning, life planning, long-term care, and multi-generational legacy planning. Services for business owners include key-person insurance, pension plans, and succession planning. Services for professionals include tax planning and wealth transfer planning. The firm operates a Professional Network of experts in various disciplines. Contact is available at 301.474.8300 or [email protected]. Hours are Monday through Thursday from 9:00 AM to 4:00 PM, with Friday appointments by arrangement.

The firm is situated on Greenway Center Drive, just a tenth of a mile from The Retina Group of Washington and a short distance from Greenbelt Road. It is also located near major thoroughfares including the Baltimore-Washington Parkway and the Capital Beltway.

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