Chevy Chase Trust Company is an SEC-registered investment adviser based in Bethesda, Maryland founded in 1997. Chevy Chase Trust Company provides investment management services to high-net-worth individuals, but also offers personal trust services, family wealth services, financial planning services, institutional custody services, and for qualifying entities, participation in collective investment funds.
Chevy Chase Trust Company - Reviews
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Easy to do business with but the customer service wait times can be long
Additional comments:What did you like most and least about your experience with the Firm?
The most liked is the value for service and least liked is the long wait times
What recommendations would you make to the Bank and to other businesses considering engaging this Firm?
Be proactive and interactive engaging with clients