Tom is such has shown is an outstanding Financial Planner. He is very knowledgeable and, he is very…read morecommitted to his clients; regular market updates and suggestions are an example of this. Highly recommended in Richmond - the best!

We have been working with Tom and highly recommend him for your financial planning. He is an…read moreexcellent listener and spend the time tailoring our needs to the best product. We feel quite comfortable working with Tom. He is one of Dave Ramsey's ELP's which is always a good endorsement. You won't go wrong working with Tom. Beth & Jim Antal

Vaughan was always prompt and professional. I would highly recommend him to anyone looking for…read moreinsurance. He is well informed in the field and I never felt he pushed me into any policy I didn't need. Couldn't be happier with this company!

I've been working with Yes Life and Cory for a few months now and the honesty and transparency has…read morebeen an unbelievable experience. Cory has made time for me and my questions and has provided research at times that I needed long term financial questions resolved or important decisions made. I've transferred my 401K, discussed credit card debt theories, questions about my taxes, and managed my student loan questions through Cory. He brings options and suggestions to the table and provides supporting analysis that allows the smart decision to be made. Overall Cory is relatable and has a wealth of knowledge that creates the perfect combination of personal financial security. I look forward to Cory making me more money than I can ever count!

I conducted both a buying and selling transaction with Dominion Capital Title. During both…read moretransactions, there were numerous errors in the paperwork. Buying- 1. I had to resubmit paperwork that was "lost" - at the last minute. I was out of the country but managed to pull the documents together for the 2nd time. 2. The closing disclosure was incorrect, and had a different amount on it than the one they did before. They told me the new amount was the correct amount, and after much debate they figured out their error. Selling- 30 minutes before I was to sign the deed, they told me they needed a copy of a voided check physically in hand for the funds to be wired or they would mail a check. Paperwork errors that had to be fixed. Bottom line, do not use this business. They are careless in their paperwork and their next client will pay the price on an avoidable error.

Love working with Dominion. They really care about their clients and go above and beyond in…read moreeverything they do!

Wells Coleman & Co is the absolute best, and here's why:…read more The first time I walked into the Wells Coleman & Co offices, it was 2009 and my mother had just passed away. My broker had recommended them to me and that was the best thing to ever happen to me. Being such an emotional time in my life, they were quick to explain everything very thoroughly to me no matter how many times I needed to be reminded of the steps I needed to take. They were the perfect teachers, the perfect caring company, honest in every way, and had the patience of Job with me. Now it's 6 years later, and I still wouldn't trade them for the world. They are the epitome of perfection in all aspects of accounting and in the personal touch with all of their clients. I highly recommend them not only to my friends but to you, the readers of this review. They deserve an A+++++.

Hands down, the absolute best accountant in town...go see George Forsythe. He makes accounting…read moresimple when it seems daunting, and goes above and beyond to help small business owners with taxes and tax questions. He has patience and is kind. Highly highly HIGHLY recommended!

Chuck Roberts and his team offer a variety of reasonably priced financial consulting services. They…read moredo not work off of commissions or try to sell you investment products. In our case we worked with them to build a plan for retirement which includes both a budget now and a budget in retirement along with an investment plan. We are thrilled with the result and highly recommend them!

Highly recommend Chuck Roberts at Financial Freedom. He did a thorough financial analysis and plan…read morefor us which we feel puts us in great shape for the future. Great advice, is a fiduciary, fee basis planner who truly has your best interests at heart. You will be impressed by his experience and knowledge.

I "Miss smarty pants" took advantage of the offer to call and get a review, Pie in my face .... I…read morewho thought i did my research and was well versed , has a rude awakening when i found out "Friends " were taking advantage of me and doing it for years ... I have had the pleasure to work with Ralph in Chester office ... knows his business and is glad to help you get yours straight ... Pleasure to work with them ...

Kotini & Kotini is a boutique virtual family office out of Richmond. Instead of adding another…read moreadvisor to the pile, they sit above your existing team and coordinate them around one plan instead of five disconnected opinions. They cover tax strategy, wealth management, risk, estate/legal, business advisory, and lifestyle concierge, backed by a network of 80+ specialists when needed. Founder Paavan Kotini is a former biomedical engineer/oncology researcher who built the firm around a coordinated-care model borrowed from medicine. The process is straightforward: discovery, a value review, then implementation with quarterly check-ins. Good option if your advisors don't talk to each other and you want someone quarterbacking the whole picture.