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Best Financial Advisors in Chesapeake

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Chesapeake, VAChesapeake, VA

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.

Chesapeake, VAChesapeake, VA

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

477 Viking Drive, Virginia Beach, VA 23452
Virginia Beach, VA 23452

Website(877) 306-4827

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

501 Independence Parkway Suite 350, Chesapeake, VA 23320
Chesapeake, VA 23320

Website(757) 366-5242

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

3.8 / 5 ( Good)

Total Reviews:

18 (Better)

Score Consistency:

Variable (Good)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

281 Independence Blvd., Suite 300, Virginia Beach, VA 23462
Virginia Beach, VA 23462
  • Certified Financial Planner (CFP)

Since 2009, Compton Wealth Advisory Group, LLC, has been addressing the financial planning needs of high-net-worth individuals. The independent boutique firm caters to clients from Chesapeake and the surrounding areas. Its advisors create individual or employer-sponsored retirement plans that suit clients' needs. Following a fiduciary approach, they also craft strategies for portfolios and recommend life insurance products for risk protection. Principal Mark A. Compton is a private wealth advisor with CRPC certification.

281 Independence Blvd., Suite 300, Virginia Beach, VA 23462
Virginia Beach, VA 23462

Website(757) 351-0741

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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.

Online Profiles:

2 (Better)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Variable (Good)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

400 N. Center Drive Building 3 Suite 212, Norfolk, VA 23502
Norfolk, VA 23502

Website(757) 233-8404

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

1 Columbus CTR, #800, Virginia Beach, VA 23462
Virginia Beach, VA 23462

Website(757) 777-3121

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

860 Greenbrier Circle, Suite 101, Chesapeake, VA 23320
Chesapeake, VA 23320

Website(757) 961-0700

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

3216 Harvesttime Crescent, Chesapeake, VA 23321
Chesapeake, VA 23321

Website(888) 316-9771

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4240 Portsmouth Boulevard, Chesapeake, VA 23321
Chesapeake, VA 23321
  • Certified Financial Planner (CFP)
  • Retirement Planning

Honeycutt Financial, LLC, provides financial planning services to individuals in the Chesapeake area. It assists clients with investments, 401(k)s and IRA through its custodian or fund company. The firm utilizes bonds, stocks, mutual funds, and exchange-traded funds for investments. Its founder, Vivian Honeycutt, served as president of the Southeastern Chapter of the National Association of Women Business Owners from 2006 to 2007. She promotes financial planning through volunteer work with Kiplinger Jump Start Your Retirement. She earned her Certified Financial Planner designation in 2005.

4240 Portsmouth Boulevard, Chesapeake, VA 23321
Chesapeake, VA 23321

Website(757) 962-7522

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

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.

1510 Breezeport Way, Suffolk, VA 23435
Suffolk, VA 23435

Website(757) 638-5490

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

One Columbus Center, Suite 800, Virginia Beach, VA 23462
Virginia Beach, VA 23462
  • Certified Financial Planner (CFP)

Robert L. Hamlin, Jr., is a financial planner focusing on asset management, wealth transfer, and business continuity strategies for clients in Chesapeake and nearby areas. He analyzes a client's financial standing to create solutions tailored to specific needs, goals, and objectives. Robert works extensively with clients to understand the specifics of their financial situations, give advice and provide ways to secure appropriate plans. He is a Certified Financial Planner and is a member of the Financial Planning Association.

One Columbus Center, Suite 800, Virginia Beach, VA 23462
Virginia Beach, VA 23462

Website(757) 777-3132

Show Number
5806 Harbour View Boulevard, Suffolk, VA 23435
Suffolk, VA 23435
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Towne Investment Group is a financial services firm offering customized financial plans to individuals, families, and businesses in Chesapeake. It handles tax, estate, retirement, and college planning. In addition, it provides asset and wealth management and small business services. Its team of financial advisors helps customers build a diversified portfolio designed to reach their financial goals through the use of Freedom Account. Furthermore, Towne Investment Group educates clients on products such as stocks, bonds, mutual funds, and insurance.

5806 Harbour View Boulevard, Suffolk, VA 23435
Suffolk, VA 23435

Website(888) 249-2271

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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

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.

640 Independence Parkway, Chesapeake, VA 23320
Chesapeake, VA 23320

Website(888) 296-7526

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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