Jeff Judge Jeff Judge
PLAIN-ENGLISH FINANCIAL PLANNING AND ADVICE FOR BUSY PROFESSIONALS
Client reviews · Chesapeake Financial Planners · Forest Hill, MD

What clients across Harford County, the greater Baltimore area, and the country say about working with us.

Every verified review of Chesapeake Financial Planners, the fiduciary CFP® practice of Jeff Judge and Mark Rossbach, CPA, RICP®, pulled from Google, in one place. No edits, no cherry-picking, no paid testimonials.

Why Client Voices Matter More Than Our Own

We could tell you we take a different approach to financial planning in Harford County. We could list our credentials, our process, and our philosophy. But the most honest answer to "what is it like to work with Chesapeake Financial Planners?" comes from the people who actually do.

The reviews on this page are aggregated from every platform across the internet where clients have left feedback about working with us. We don't select which reviews appear, and we don't edit what clients write. You see what they submitted, wherever they chose to submit it.

A Note on What You'll Read

Financial planning is personal. A review reflects one household's priorities, one family's circumstances, one person's definition of progress. What resonates with a business owner navigating a stock option exercise may read differently to someone approaching retirement with a pension and a rollover decision ahead of them.

We encourage you to read across several reviews, not just the most recent. Patterns matter more than any single comment. If you notice something consistent, positive or otherwise, that's worth weighing.

Who Reviews Us

Our clients are primarily households in Forest Hill, Bel Air, and the broader Harford County area, along with professionals and retirees we serve across Maryland and in other states. Many came to us after a triggering event: a job change, an inheritance, a business sale, a divorce, or the first real look at retirement math. Others have been planning with us for years and review us periodically as their situation evolves.

That range of circumstances means you'll find reviews that emphasize different things. Some focus on technical execution. Others lead with how it felt to have someone in their corner during a hard decision. Both are valid signals about how we work.

Our Commitment

We publish all eligible reviews. A financial planner who only shows you their best moments isn't giving you a complete picture. If a review reflects a service gap or a communication miss, that's information too, and we take it seriously. It's a chance for us to improve and to learn from our mistakes. A chance to show our clients we listen to them and value their feedback.

If you've worked with us and want to leave a review, we welcome that gladly. If you're still deciding whether Chesapeake Financial Planners is the right fit, we'd rather you read our honest, unfiltered reviews than talk to us once.

Joyce D
Laurel, MD · Approved Review · May 2026
★★★★★

I have had the pleasure of entrusting my finances with Jeff and Mark for many years. Their expertise and advice are invaluable, as they always keep me informed on my investments. I am retired now and able to enjoy retirement. Mark is always available to answer my questions and provide solutions. I highly recommend Chesapeake Financial Planners.

This statement is a testimonial by a client of the financial professional as of 06/01/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Steve K
Baltimore, MD · Approved Review · May 2026
★★★★★

Mark and Jeff have been my retirement advisors since 2011 and I could not be happier with them. They are knowledgeable and easy to talk with. They respond quickly to any questions and clearly explain all my options. I have been retired for 5 years and am fully confident that my financial future will continue to improve as it has so far with them. I would recommend them to anyone, and I only wish that I had met them sooner.

This statement is a testimonial by a client of the financial professional as of 05/29/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Michelle W
Baltimore, MD · Approved Review · May 2026
★★★★★

I was introduced to Jeff Judge about 8 years ago and it has been a pleasure working with him. I was interested in maximizing my retirement funds to ensure that I have residual income when I retire. Jeff listened to my wants and has help me reach my financial goals. He has provided useful financial guidance and now I look forward to my next chapter as a retiree.

This statement is a testimonial by a client of the financial professional as of 06/09/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

David
Baltimore, MD · Approved Review · May 2026
★★★★★

My advisor with LPL has tailored a retirement plan to fit my specific needs, and completely removed the anxiety I had about my financial future and retirement needs. I could not recommend LPL enough.

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Mark G
Harford County, MD · Approved Review · May 2026
★★★★★

Jeff Judge has been helping me since 2014 with life insurance and retirement investment products. After a bad experience with a big insurance company, I found Jeff and Mark and I’ve been working with them ever since. Now I am fully retired and enjoying retirement. I highly recommend Chesapeake Financial Planners for your retirement planning

This statement is a testimonial by a client of the financial professional as of 05/31/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Patricia K
Joppatowne, MD · Approved Review · May 2026
★★★★★

I'm forever grateful to Jeff Judge for his advice and judgement. I wish I had found him years before. My husband and I started working with Jeff in 2015 and we have both since retired. I only wish I had heeded his advice and not invested a very small amount in a certain stock on my own. I can be stubborn. From now on I'll heed any advice he gives me

This statement is a testimonial by a client of the financial professional as of 05/31/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kim
Pennsylvania · Approved Review · May 2026
★★★★★

Jeff has been managing my retirement accounts for years. He facilitated the consolidation of several retirement accounts for me. That made my life a LOT easier. I trust Jeff. He's a good guy. I highly recommend him.

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kim S
Martinsburg, WV · Approved Review · May 2026
★★★★★

My husband and I have been customers of Mr. Judge and his employer for many years. Jeff has always been attentive to our needs and has always led with positive guidance. Our trust has never waivered.

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Bob B
Virginia · Approved Review · May 2026
★★★★★

I have been working with Mark and Jeff for 10+ years. I recently asked for a review of my financial plan and was provided outstanding feedback that provided me a much better solution.

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Sharon L
Joppa, MD · Approved Review · Apr 2026
★★★★★

My husband and I met Mark and Jeff in 2014 when my husband left his job after 23 years. We met with Mark and Jeff to decide where to invest his retirement money. Before that decision was made, they took their time to understand our entire financial picture and based on that they gave us several options on where we could invest. They were very easy to talk with and made the conversation easy to understand. They are easy to get in touch with if you have questions and provide answers quickly. When it came time for me to retire, I also rolled my retirement investments into accounts managed by Mark and Jeff. We have also setup our estate planning as well as long term health planning based on advice we have had in review meetings in the years following our initial meeting. We have even referred our daughter and son in law to them. Highly satisfied with the investment service and customer service.

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kim W
Harrisburg, PA · Approved Review · Apr 2026
★★★★★

I am delighted with LPL. They've stayed with me for years and Jeff Judge has been exceptionally helpful. I've gotten good advice. He's managed my assets professionally and has always been available answer my questions. He helped me consolidate several accounts into one manageable asset. He took the guesswork out of what could have been a complicated process. I trust him to be there and guide me through issues in which I have no expertise. But he does this all the time and has proven to be trustworthy. I do recommend Mr. Judge. You will not be disappointed.

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Andy B
Baltimore, MD · Approved Review · Mar 2026
★★★★★

I check in with Mark a couple times a year and he always helps me keep me informed about my money that he manages. He also helps us with general advice regarding the type of places our 401k money should be (growth vs value, etc...)

This statement is a testimonial by a client of the financial professional as of 05/29/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Mark
Darlington, MD · Approved Review · Jan 2026
★★★★★

Jeff Judge has been helping me since 2014 with life insurance and retirement investment products. After a bad experience with a big insurance company, I found Jeff and Mark and I’ve been working with them ever since. Now I am fully retired and enjoying retirement. I highly recommend Chesapeake Financial Planners for your retirement planning

This statement is a testimonial by a client of the financial professional as of 05/31/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

David C
Baltimore, MD · Approved Review · Dec 2025
★★★★★

Jeff has been my financial advisor/ planner for several years. He has always guided me in the right direction. During the current uncertainty of the financial world right now Jeff has given me peace of mind. Jeff is very professional and quick to respond to my emails. As I approach my retirement years it is comforting to know my finances will be there when I need them.

This statement is a testimonial by a client of the financial professional as of 06/04/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Matt H
Gaithersburg, MD · Approved Review · Dec 2025
★★★★★

I have been working with Jeff Judge and Chesapeake Financial Planners for about 3 years. Jeff has provided timely and well considered advice and acted promptly when I've needed access and changes to my portfolio. Highly recommend their services.

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

John K
Joppatowne, MD · Approved Review · Nov 2025
★★★★★

We have worked with Jeff at Chesapeake Financial Planners for over 10 years. Throughout that time he has provided valuable investment and retirement information. Our investments have navigated this turbulent market far better than expected. Thank you Jeff.

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Charles G
Timonium, MD · Approved Review · Nov 2025
★★★★★

I've been working with Chesapeake Financial Planners for a little over six years, and it's been an outstanding experience. They're knowledgeable, responsive, and consistently provide clear, personalized advice that aligns with my financial goals. Their long-term commitment and reliability have given me real peace of mind.

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.