Best. Customer. Service. EVER!…read more I've had insurance from other places in the past and had a hard time getting a response from my insurance agent even when I just had basic questions. Not so here! Micah Waldron State Farm has helped me navigate the wild world of insurance in a way I'd never experienced before. When I switched my insurance they were helpful and informative. They made sure I understood exactly what coverage I was purchasing and what it was for. I walked away confident that I had the right coverage I needed for my vehicles. They're always friendly when I call and efficient in their work! They've helped turn something that was complicated and hard for me to navigate into an experience I actually enjoyed. If you want an insurance agent that will treat you like a real person, look no further! This is the guy! I highly recommend!

Called to transfer insurance. Never returned call. Sarah, on call stated he is a busy man. Three…read more(3) days and no return call. RUN from this Man and his company.

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.

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.

Bryan is extremely knowledgeable and very good at explaining very complicated things (like…read moreMedicare) in an easy-to-understand manner! His no-pressure approach really takes the guesswork out of making health insurance decisions...recommend without reservation.

Bryan Gay is absolutely top notch. Medicare, Medigap, Advantage Plans, Supplement Part F, Part D…read moredrug coverage and the mountain of paperwork that came with it was impossible for me to decipher. Bryan broke EVERYTHING down into easily understandable language and answered all of my questions. He was patient, extremely professional and I immediately felt a huge weight lifted off of my shoulders after working with him. With regards to Bryan's integrity; he came to the realization early in the process that in my particular case (under age 65 with special circumstances), that I would be better served obtaining coverage that he could not offer to me at this time. Instead of "closing up shop" as he knew there would be no sale; he made sure that I understood all of my options, knew what other questions I should be asking, and continued to answer the questions I had until he was sure I would be able to navigate the system on my own. I highly recommend him and he will be the first person I call when my status changes.

I worked with Katie Atkinson at New Oak Insurance for my professional business needs as a graphic…read moreand web designer. She is so thorough and knowledgeable...and truly loves this stuff. She gets into the details for you so you don't have to know everything there is about insurance. She talked me through potential coverages that I would need and offered pricing and payment options to choose from that worked best for my business. As a solo business owner, I really appreciated her balance of reasonable coverage and pricing for my budget. Check her out!

Very thorough and extremely attentive to details with our tax return! I highly recommend them.read more

Phillip and his associates have completed my returns for four years. Excellent job every year…read more Shout out to Christi!

Raymond is an upbeat easy-going guy who makes my tax season stress free and effortless. I've been…read moreusing him for years and am very happy with the service provided.

We previously had our personal and business policies with another agency, and were very…read moredissatisfied. A friend, who is also a business owner, recommended Colson & Dickie to us, which means a lot. We had our initial meeting with Paul who listened carefully to our concerns and needs. Not only did he find us better coverage, for all our policies, he found them at a better price. The office team is amazing. Elizabeth is a rockstar in the customer service department, and so very knowledgeable. Every time I send her a question or concern, she is quick to respond and give me the information I need. Some of our business contracts have very specific insurance requirements, and this team handles them with ease. I highly recommend Colson & Dickie. If I could give them more stars, I would.