Chesapeake Financial Strategies

Chesapeake Financial Strategies is a financial planner in Chesapeake, VA, offering personalized services in financial planning, retirement planning, wealth management, estate planning, and risk management. The firm serves individuals, business owners, and professionals across the Mid-Atlantic Corridor, including Maryland, Virginia, Washington, D.C., Delaware, New Jersey, Pennsylvania, and West Virginia. With a 5.00 rating and a strong client reputation, the firm emphasizes customized strategies and long-term financial guidance. Their team, led by Don and Donnie Moore, brings over fifty years of combined experience in the financial services industry.

The firm’s approach is rooted in a client-centered philosophy, using independent investment advice and progressive planning tools to create tailored financial strategies. Their services include comprehensive financial planning, retirement and estate planning, risk and insurance planning, long-term care planning, and multi-generational legacy planning. They also support business owners with succession planning, key-person insurance, and deferred compensation strategies. The team operates from a location in Greenbelt, Maryland, though they serve clients nationwide, with a focus on the Mid-Atlantic region.

The office is situated on Greenway Center Drive, near the Greenbelt Post Office, Schrom Hills Lake Park, and the Baltimore-Washington Parkway. It lies approximately 0.2 miles from Greenbelt Road and 0.3 miles from the Capital Beltway, placing it within a well-connected corridor of major transportation routes and local amenities. The proximity to the Greenbelt Post Office and nearby park enhances accessibility for clients and local visitors.

Chesapeake Financial Strategies is recognized for its long-standing commitment to personalized service, client education, and navigating complex financial transitions. The firm’s emphasis on independent advice, customized planning, and team collaboration has contributed to its trusted standing in the financial planning community. As a beacon of stability and guidance, the firm continues to support clients in building lasting financial security across the Chesapeake region.