Making Everything Simpler & More Secure for Our Clients

Yesterday, we closed our offices so our team could attend a one-day Charles Schwab conference.  This conference offered us so much new and exciting information.  Your experience with Chesapeake Financial Advisors and with Charles Schwab will improve greatly – now – and in the coming months. Improvements have been made in several areas of client…

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At Schwab your voice can be your password

How does no more PINs and no more personal questions sound? Schwab has introduced a new voice ID service that allows you to access your Schwab accounts by saying, “At Schwab, my voice is my password.”  The new technology uses voice biometrics to identify different behavioral and physical characteristics unique to your voice.  It is…

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