Services Offered
Fee-Only Financial Planning
Comprehensive, unbiased financial advice tailored to your goals, with no commission-based products.
Tax Preparation and Strategy
Expert tax services to optimize your filings and minimize liabilities for individuals and businesses.
Investment Management
Personalized portfolio management and investment guidance to grow and protect your wealth.
Retirement Planning
Strategies to secure your financial future, including retirement savings and income planning.
Estate Planning Assistance
Guidance on wills, trusts, and estate matters to ensure your legacy is protected.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
A
Amy Taylor
via Google
3 months ago
The people here are amazing and welcoming, they are always available!
D
Dottie Schmittvia Google
about 1 year ago
Chesapeake Financial Advisors and Taylor & Company should be on your 2025 todo list! An independent fee only advisor to help you navigate your financial well-being now and into the future. The trust they provide along with excellent service provides us with great peace of mind - who is guiding your financial well-being?
V
Vanessa Tobinvia Google
almost 3 years ago
Tom Taylor and his company are wonderful. The staff are helpful and supportive, and he has kept me in good shape with my taxes, for the past ten years. I have referred some of my friends to Tom for his financial services and they continually thank me for making the connection. The proof of a good company is how far you trust them in regard to your own financial matters, and I trust Tom and his company implicitly.
M
Mary Mayvia Google
almost 3 years ago
Our experience with Chesapeake Financial Advisors has been nothing but a positive experience. Tim and Austine are very professional and knowledgeable and have guided us through the entire process. Would highly recommend Chesapeake Financial Advisors to anyone!!!
T
Toni Gardnervia Google
about 3 years ago
Tom and all the staff at Chesapeake have consistently given me thorough and caring attention over the many years I've been working with them. I have enthusiastically referred friends to them, and those friends have also been extremely happy in their relationships with CFA. It is a great feeling to be able to put my trust in Tom Taylor and all the wonderful people at CFA.
