If I could give zero stars, I would. Tera "inherited" our account from a previous CPA that was used…read moreby our financial planner. Initially, our interactions with her were pleasant. She was difficult to contact, but I assumed she was busy with more important accounts. This year, my husband and I needed to file an extension to our return, due to a 1099 that was not received until the end of March. The 1099 was only for $900, however Tera told us our tax liability would be almost $1200! Fortunately my husband's sister is a CPA and she informed us that the tax due could not be more than the amount received from the 1099. I mentioned this to Tera, and she immediately became insulted and told me to let our family member file the amended return. We did just that and saved over $800 in taxes due, not to mention the $175 fee Tera was going to charge us for the return. I felt that Tera's reactions were quite unprofessional. I'd advise looking elsewhere.

We have been using Tera's services for years. We have been very impressed with her knowledge and…read moreit's obvious to see she really cares about her clients. We trust her advice and value her extensive knowledge and experience.

Steve is an excellent financial adviser. I had a consultation with him over a tax matter and he…read morewell exceeded my expectations. I presented my issues and he listened carefully and opined thoughtfully without judgement. In addition, he pointed out solutions to several items outside of my initial concern. This is what one expects and deserves when seeking financial advice. Thank you Steve!

Steve and his team are by far the best tax preparation professionals I have ever worked with. Very…read moreclear, very smart, and always very responsive. I highly recommend Steve.

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

If I could afford to pay someone to make all of my life decisions for me, it would be Labib. He…read moregenuinely cares about the people he works with and brings clarity to all things financial. I would trust no one else but Khaddage CPA to do my taxes!

Khaddage CPA is small enough to take care of customers as individuals and treat you as if you are…read morefamily. Labib is fantastic! He takes care of you from start to finish, ensuring you are informed of every step during the process. He is extremely educated in his field and helped me maximize my refund!!! I've attempted to do my taxes myself, but let's face it, it was stressful and I had no idea what I was doing. He set me on the right path and earned a customer for life!!

Mr. O'Donnell was very professional and pleasant. He assisted us with setting up our Trust Account…read more He was patient and explained all the details in layman's terms so we could understand. The office staff as well was a joy to work with. They communicated with us via emails every step of the way. This Firm comes highly recommended.

From the owner: Herndon Law, P.C. safeguards your future and legacy. Established in 2017, our Glen Allen, VA…read morepractice focuses on Estate Planning (Wills, Trusts and Powers of Attorney), Estate Administration, Elder Law, Long-Term Care and Disability Planning, Guardianships and Conservatorships, and Veterans' Benefits. Our experienced and caring team will guide you through advance planning and crisis management to ensure a smooth transition for loved ones.

I would give Ameriprise NEGATIVE stars if I could. My experience with them has been horrid…read more I moved to Ameriprise because Virginia Credit Union (VACU) recommended them. I am now considering closing all of my accounts at Virginia Credit Union simply because of this. I started with an advisor whom I really liked. However, when I needed to perform an action with my account, I couldn't get any response from her. I finally found out that she was out on emergency medical leave; there was no auto-response to let me know and no one notified me to let me know that she had already been out for a month at that point. I was directed to call the 800 number for Ameriprise. They were highly unhelpful and told me to talk to my advisor. Who was out. On emergency medical leave. And they knew nothing about it either. The REAL issue came when I tried to complete my transaction. I needed a check issued to a contractor. They had me fill out a 7-page fax and send it in to get the check issued (because my advisor had not opened and connected a bank account to my investment account like she had promised). So I sent the ridiculously long fax in. After a couple of days I started to suspect the check had not been issued. It had not. I called again. They said I was missing info. I supplied it, sent the fax back. Still nothing. I called again. They said I was missing more info. I supplied it, sent it back. I think you get the drift now. Despite the fact that I have begged and pleaded and demanded that they call me and let me know if I'm missing info (even though I feel like this should be done regardless), they just don't. Getting anything done with them is a NIGHTMARE. It is INFURIATING. JUST. STAY. AWAY. GO ANYWHERE OTHER THAN THIS HORRIBLE, INFURIATING "INSTITUTION".