Chesapeake Financial Strategies of New Carrollton is a financial planner in New Carrollton, Maryland, serving individuals, business owners, and professionals across the Mid-Atlantic Corridor, including Maryland, Virginia, Washington, D.C., Delaware, New Jersey, Pennsylvania, and West Virginia. The firm specializes in personalized financial planning, retirement planning, wealth management, estate conservation, risk management, and tax strategy, with a focus on creating customized solutions tailored to evolving life goals. With a 5.00 rating and a strong reputation for client service, the firm has built a trusted presence over more than fifty years of experience. Their team, led by Don and Donnie Moore, emphasizes a collaborative, client-centered approach supported by independent research and long-term financial guidance.
The firm’s approach is rooted in a legacy of trusted service, symbolized by the Thomas Point Shoal Lighthouse, representing a steady beacon through life’s financial transitions. Their team, including Donald L. Moore, Donnie Moore, and Ann Moore, brings decades of combined experience in financial consulting, investment strategy, and estate planning. They offer comprehensive services ranging from basic financial planning and retirement strategies to complex business succession planning, multi-generational legacy development, and long-term care solutions. Their independent advisory model ensures clients receive unbiased recommendations aligned with their personal and family objectives.
Located at 7501 Greenway Center Drive, Suite 420, in Landover, Maryland, the firm operates from a professional office space within the Greenway Center business complex. While no specific nearby landmarks are listed, the location is situated within a well-established commercial corridor serving the broader Washington, D.C. metropolitan area. The firm’s consistent five-star rating reflects its reputation for reliability, personalized attention, and effective financial guidance across diverse life stages.
Chesapeake Financial Strategies stands out in New Carrollton as a trusted, long-standing advisor known for blending deep expertise with a commitment to individualized planning. Their enduring presence and client-focused philosophy make them a cornerstone of financial stability for residents across the Mid-Atlantic region.