Virginia Estate and Retirement Planning Advisors, Inc. - Richmond, Virginia

Virginia Estate and Retirement Planning Advisors, Inc.

Una empresa de asesoramiento financiero con sede en Richmond, Virginia, que ofrece servicios de planificación financiera y asesoramiento financiero para ayudar a los individuos a alcanzar sus objetivos de ahorro y retiro.

Sobre la empresa

Con más de 30 años de experiencia en la industria, Virginia Estate and Retirement Planning Advisors, Inc. es una empresa líder en la planificación financiera y asesoramiento financiero en Richmond, Virginia. Nuestra empresa se especializa en ayudar a los individuos a crear planes de ahorro y retiro personalizados que se adapten a sus necesidades y objetivos financieros.

Dirección y contactos

Address: 919 E Main St Suite 1000, Richmond, VA 23219

Teléfono: 804-944-8320

Website: myverpa.com

Especialidades

Financial planner y Financial consultant, entre otros servicios de asesoramiento financiero.

Otras características

Entrada accesible para sillas de ruedas, estacionamiento accesible para sillas de ruedas y baños accesibles para sillas de ruedas.

Opiniones

Según las opiniones de los clientes, Virginia Estate and Retirement Planning Advisors, Inc. ofrece servicios de alta calidad y profesionalismo. Muchos clientes han expresado su satisfacción con los servicios de planificación financiera y asesoramiento financiero que ofrece la empresa.

Media de opinión

La media de opinión de los clientes es de 5/5, lo que indica una alta satisfacción con los servicios de la empresa.

👍 Reviews of Virginia Estate and Retirement Planning Advisors, Inc.

Mikey B.

5/5

I attended one of Tom’s presentations a few years back and it was very informative. As I was readying for retirement , Tom helped me understand and make the right investment choices for my portfolio. I highly recommend Virginia Estate and Retirement planing for all retirement and tax needs .

Susan F.

5/5

The folks at VERPA are always prompt in replying to any inquiries I have and give clear and complete answers to my concerns. I have been able to make an appointment with Tom Marshall easily and he is well informed about my concerns when I see him.
The frequent communications I have from them are informative and relevant for the strange times we are in now.
I can highly recommend the organization.

Dorothy H.

5/5

We receive Excellent, timely and specific advice from these guys whenever we call or meet! Also the emails received are filled with upbeat, to the point information to act on! In 2021 we had an unusual COVID circumstance that they helped us within our taxes… it’s a wonderful thing to have these guys on our team!!

Lindsey M.

5/5

Prompt response to initial inquiry; clear health protocols for in-person interviews/consultations; careful attention to client concerns, with focused attention and clear advice/suggestions with professional regard and no coercion. This is simply the BEST retirement, tax and money management advice that this retiree has gotten, ever. Oh, and NO fees! I have a printout of what taxes to pay, given this year's strange economic twists and turns, suggestions for other agencies they have evaluated for fiscal integrity, and an invitation to return in six months for an additonal review to help keep me on track. I sleep well at night, and trust Mr. Marshall, his staff and business associates with all things financial.

Vivian B.

5/5

These are trustworthy and knowledgeable folks with the added bonus of being friendly and caring. We highly recommend their services including for financial estate review and tax preparation. They have always responded promptly to our questions.

Tony F.

5/5

I have used VERPA for over three years now and have had nothing but good experiences. Tom and his team are always on the ball and the newsletter updates and informative, creative full of nuggets of wisdom!

Bob R.

5/5

Thomas Marshall is a WEALTH of factual information that helps for Tax & Estate planning. I highly recommend him and his company! They DELIVER! -- Bob Ruthazer, Small Business owner

Emily B.

5/5

I always receive prompt and courteous responses to my questions and concerns. Even in trying times, I have confidence in their ability to offer me the best investment advice. They offer a complete package considering my personal circumstances. I highly recommend!