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Fitzwilliams Financial

3.0 (2 reviews)
Open • 9:00 am - 5:30 pm

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Services - Fitzwilliams Financial

Estate planning

Inheritance planning

Insurance planning

4 More Services

Investment management

Retirement planning

Tax planning

Trust planning

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3 years ago

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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.

Phoenix Financial Tax Services

Phoenix Financial Tax Services

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Nikia Tull assisted me with my taxes and not only educated me on many deductions I could use I was…read morenot aware of before, but she also gave me a discount, saved me from having to pay Uncle Sam, and even helped to get me a refund. I would recommend her to anyone who needs to get their taxes done and wants to save money. Even if you do your own taxes, I would recommend going to her at least once because she will likely be able to inform you of deductions you may not know you can use to save you more money when you do them yourself the following years. The only reason I'm giving a 4 star review is because she showed up about 10 minutes late and then I had to wait another 10 minutes before going in to get started, not to mention she was chewing and popping her gum (a BIG pet peeve of mine) while she was doing my taxes and I was sitting across from her, which I thought was pretty unprofessional and tacky. Now I will admit I was 10 minutes late myself because I had a doctors appointment right before my appointment to get my taxes done that took longer than expected. However, I did tell them when I scheduled the appointment the week before that I had to see the doctor that morning and that there was a small possibility I would be a few minutes late. I also called to let them know I would be a few minutes late and got an answering machine to which I left a message, but I did not receive a call from anyone that Nikia was running late. Just being honest and giving my compliments and suggestions, but no harm done and overall Nikia did a great job and I was very happy.

Please look over your taxes before signing. If you are receiving a refund, beware the figures are…read moreprobably inflated on the tax forms. Please, please, please review your tax returns. That refund will double up to repayment to IRS.

Fitzwilliams Financial - financialadvising - Updated May 2026

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