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The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Maryland Financial Group, Inc. a registered investment advisor. Maryland Financial Group, Inc. and Chesapeake Financial Planners are separate entities from LPL Financial.

We are licensed to sell insurance in: MD, PA, VA, WV, FL, DC, NY, OH, SC, OR, MA, DE, NJ and securities in: CA, DE, DC, FL, MA, MD, NJ, OH, OR, PA, SC, VA, WV.

The financial professionals associated with Chesapeake Financial Planners, or LPL, may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Please click HERE to access Maryland Financial Group Inc.'s Client Relationship Summary Form

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