I've been investing with Fidelity for over a decade…read more My pension from another job is held and managed through them and my current employer 401k is as well. I've opened a few other investment accounts through them in the past few years and have worked with some of their wealth management advisors to come up with a game plan. I am not the kind of person who spends hours researching or reviewing stocks. Nor do I want to be. So I appreciate the Fidelity tools and website that provide information and analysis. Their app is easy to use. The website is also easy. And trading and selling stocks and transferring money around from outside accounts is easy as pie. Today, I met with my new advisor, Josh in their new shiny Virginia Beach office right across the street from West Elm. First, the inside is spotless and modern with iPads and brochures and tons of seating. I was offered a coffee or tea while I waited. Parking is easy with a few parallel street spots in front or the garage across the street with free two-hour parking. Josh listened, he took notes, he reviewed my accounts and we discussed my goals for investment, retirement and growth. I have some homework and we plan to meet again to discuss. Overall, I'm very happy with this initial meeting and the new location in Town Center is easy and convenient! Prior to this their closest office location was Richmond.

So courteous and professional! She was very quick in getting everything done and was very…read moreinformative. I highly recommend going here!

From the owner: File your taxes all year long, at Manson Tax Services this is a woman owned local business that can…read moreprovide all of your tax service needs. Tax Consultation, Personal Tax Preparation, Notary and Business Tax Preparation Service. Serving Hampton Roads since 2006.

Took a trip to the office in VA Beach! People are rude, they practically threw me out!read more

This review is for their mobile app Charles Schwab just put in the disclaimer that they are not…read moreresponsible for any losses if you use their mobile app and they have an outage that costs you money how unethical is that .i will not use the app only the browser version which does not require you accept these conditions

Charlene is absolutely the best financial adviser/tax preparer I've come across. Recommended by a…read moreclose friend I knew I'd be able to trust someone he recommended. From the initial meet, Charlene is very welcoming and non-judging of what you do or do not know financially. She educated us on LLCs, IRAs, etc.while calculating numbers, held real conversations that needed to be had and didn't charge an arm and a leg. She'll sit you down, educate and advise and crunch numbers for you. Awesome service!!

I have worked with Irina for over 5 years, and in that time I have known her to have the highest…read morestandards in the quality and efficiency of her work. Her performance was impeccable meeting internal customer needs, while calmly managing the stressful workload in a manufacturing environment.

From the owner: Welcome to Greer Financial Management, where we specialize in crafting Tailored Financial Solutions…read morefor Small Manufacturing and Product Based Businesses. We offer Virtual CFO Services; Profitability and Cost Management; Financial Performance Optimization, Business Growth Strategy, and much more, and, of course, Accounting and Bookkeeping. No matter the stage of your business - whether it's a sole proprietorship, startup, small, or medium-sized enterprise - we are eager to extend our expertise to meet your needs. Whether you prefer remote assistance or on-site support, we're flexible to accommodate your preferences. At Greer Financial Management, our core mission revolves around fostering the Financial Health and Prosperity of Manufacturing Businesses. We are driven by a singular goal: to ensure the profitability of your business. Our approach is rooted in building strong, collaborative relationships with our clients. We take the time to understand your unique challenges and objectives, allowing us to offer solutions tailored specifically to your circumstances. With a focus on transparency and accountability, we stand ready to work alongside you, meeting you wherever you are on your financial journey. Whether you're based in Suffolk VA, Franklin VA, Norfolk VA, Chesapeake VA, Virginia Beach VA, and beyond, Greer Financial Management is committed to helping you to achieve your Financial Goals.