Expertise.com

2024

Last updated:

Best Financial Advisors in Chesapeake

Our Recommended Top 10

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Chesapeake Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

63Reviewed

41Curated

10Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Chesapeake, VA
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Chesapeake, VA

Why choose this provider?

Need help contacting a Financial Advisor in Chesapeake? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1 Columbus CTR, #800, Virginia Beach, VA 23462
  • Certified Financial Planner (CFP)

Why choose this provider?

Envision Wealth Management caters to professionals and business owners in Chesapeake and the surrounding areas. To help clients protect and grow their wealth, the firm employs its nine-step Envision Planning Process that provides an analysis of a client's cash flow, tax situation, risk management, investments, and estate and business documents. With this evaluation, its financial advisors then prepare comprehensive financial planning, investment management, and corporate retirement plans. Owner Jonathan Muhlendorf has been a Certified Financial Planner practitioner since 2003.

License Verified:

License: 133440

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
4.8 / 5 (10)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Fitzwilliams Financial is a full-service firm that caters to individuals and families in Chesapeake. Its services include tax, retirement, estate, and IRA legacy planning. The firm is composed of a Chartered Financial Analyst, an accountant, and a lawyer who advise clients on how to manage their wealth and assets. Timothy Fitzwilliams, the company's founder, has more than 10 years of experience in the sector. He is a member of the Million Dollar Round Table.

License Verified:

License: 312192

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (30)
Google
5.0 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
400 N. Center Drive Building 3 Suite 212, Norfolk, VA 23502
  • Estate Planning

Why choose this provider?

Dukes Financial serves individuals and businesses from Chesapeake and the neighboring areas. The company provides a selection of financial planning services, including tax, income, and retirement planning. Its team develops personalized strategies that help clients manage their finances and achieve their financial goals. The business also offers investors custom-tailored solutions to meet their short and long-term needs. Dukes Financial is owned by Ron and Adam Dukes, who have over 40 years of experience in the industry. Their professional designations include CLU and ChFC.

License Verified:

License: 73012

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
640 Independence Parkway, Chesapeake, VA 23320
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Tull Financial Group is a wealth management firm that has been serving the residents of Chesapeake and the surrounding areas for more than three decades. Its financial planning services cover cash flow, risk management, tax planning, investment planning, and retirement and estate planning. Founder Robert W. Tull, Jr., is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. He has contributed to publications such as The Wall Street Journal and The New York Times.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (9)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3216 Harvesttime Crescent, Chesapeake, VA 23321
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Great Circle Wealth Strategies is an independent financial advisory business serving individuals in Chesapeake. It assists its clients in developing retirement plans, adjusting to a significant life transition, and gaining knowledge about investment or insurance. The company also offers various products and services that include mutual funds, traditional and ROTH IRA, term life insurance, and college education plans. Founder and president Roland Martin is a financial planner who has more than 30 years of experience in helping individuals, families, and businesses in achieving their financial goals.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1510 Breezeport Way, Suffolk, VA 23435
  • Certified Financial Planner (CFP)

Why choose this provider?

Korving & Company is an investment management, financial advisor, and financial planning firm that has been serving individuals, families, and businesses from Chesapeake and the surrounding areas for more than a decade. Its financial planning services include retirement, income, college, and estate and succession planning. It also provides asset management services, which include the implementation and regular monitoring of long-term investment strategies. Its president, Stephen J. Korving, is a Certified Finacial Planner and has been working in investment research and management for almost two decades.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Facebook
4.6 / 5 (5)
Google
4.5 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
477 Viking Drive, Virginia Beach, VA 23452
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

Calliott, Demeter & Harrel Investment & Wealth Advisors caters to homeowners and businesses in Chesapeake. It examines each client's portfolio of assets, which includes their investments and bonds. The company then advises clients on which options are risky or effective for retirement or tax funding. Additionally, it can modify each strategy to fit life changes such as marriages or partnerships. The company employs a team of analysts with over 100 years of combined experience. Aside from financial planning, they also provide insurance and annuity options.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
501 Independence Parkway Suite 350, Chesapeake, VA 23320
  • Tax Preparation

Why choose this provider?

For more than 30 years, CLP Financial Group Inc. has been serving families and business owners in and around the Chesapeake metro. The agency provides a variety of services, such as tax planning and preparation, small business education, life insurance planning, and 401K management and investment solutions. Its team is composed of CPAs and NACFF-certified financial fiduciaries. CLP Financial Group supports several charitable organizations, including the US Marine Toys for Tots, Southside Boys and Girls Club, and Southeastern Food Bank of Virginia.

License Verified:

License: 156480

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
4.2 / 5 (17)
Yelp
1.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Do financial advisors in Chesapeake need to register with a state authority?

    Yes. Financial advisors in Chesapeake compensated for providing advice regarding the sale, investment, and purchase of securities have to register with the Virginia State Corporation Commission. The same also goes for any professional or firm that engages in the negotiation and solicitation of investment advisory services.

  • If adults and seniors in Chesapeake have concerns about Medicare, where can they ask for assistance?

    Adults with disabilities and seniors in Chesapeake and their families can ask for assistance from the Virginia Insurance Counseling and Assistance Program. The organization provides free, objective, and confidential services such as education, claim assistance, and health insurance guidance. It can be reached through phone numbers 1-800-552-3402 and (804) 662-9333 and email aging@vda.virginia.gov. Its address is 1610 Forest Avenue, Suite 100 Richmond, Virginia 23229.

  • Would a fixed annuity be a good option for a Chesapeake individual thinking of saving for retirement?

    If you are looking for a financial instrument in Chesapeake that assures you of retirement income, tax-deferred growth, and investment protection, a fixed annuity may be good for you. Fixed annuities can be an effective investment if you are able to delay the withdrawal of your account until you turn 59.5 years old. This is because there are penalties and a 10% charge for withdrawing early.

  • How can estate planning professionals help families in Chesapeake preserve their wealth?

    Estate planning professionals can help families in Chesapeake preserve their generational wealth by providing financial literacy guidance. They can assist with putting up financial safeguards in the event of a lawsuit, a divorce, or an untimely death. A well-thought estate plan is strategic and properly structured to maintain family assets, giving peace of mind to beneficiaries.

  • Is there a tax relief program for property owners in Chesapeake?

    Yes, the Real Estate Tax Relief Program grants benefits to eligible persons. Some eligibility requirements include being 65 years old or permanently disabled, having a total household income not exceeding $62,000 annually, and a total owner net worth of not more than $350,000. Most importantly, the property must be the main residence of the applicant—mobile homes are included. For more information, come to the City Hall at 306 Cedar Road, Chesapeake, VA 23322, or call its main number at 757-382-2489.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.