Davenport Investments is great place to ensure a future for you and your family. They have been…read moretrusted brokers of ours for years. I highly recommended this company, they are very thorough in helping decide what options are best for you long term. If you visit Davenport - you do have to utilize either the Water Street Parking Garage or Market Street both are very close. I will say Water Street is closer to the building!! Be careful walking too.

I would Highly recommend Martlet Investments. The team at Martlet are extremely personal and…read moretransparent. The complete process has left me feeling confident. Thank you

From the owner: Retirement and Estate Planning Specialists for Central Virginia Retirees, Charlottesville &…read moreRichmond, VA

Used this firm for 2 years (being charged 50% more than what they quoted me both times) but never…read moreagain. Last year they prepared a return that omitted my salary income (how do you even do that?), and when I pointed that out they sent a "corrected" return that failed to account for my rental income. The emails concerning their incompetence always had religious sign-offs. These people might be good to go on a Bible retreat with, but don't let them near your taxes.

They have been so helpful in preparing my taxes when things have been complicated. They came up…read morewith a solution to a high tax bill.

Yeah, like the first guy said, these people are dismissive and disrespectful. If there's something…read morebig about them, it's the bill. Why bother?

Took the time to head into their offices and had a consultation. I have both a professional job and…read moreown a business. Met for about an hour, reviewed everything, and agreed that I would send previous year's tax returns to them via secure email. I did as we discussed and radio silence ever since ( I'm confident they were received). I won't chase down folks that can't return emails, especially after I took the trouble to make an appointment and send in documents. Unfortunately, this type of customer service appears to be the norm for accountants in the area.

I had the pleasure of working with Amy during the spring of 2016. I entered the home buying…read moreprocess knowing what I wanted, generally, in terms of environmental factors, but with no specific physical criteria in mind. I was not settled on a single family home versus a townhome, nor was I really married to any particular geographic region, architecture, style or type of neighborhood. I wanted to "see it all" which required Amy do to a bit of weeding and sorting on my dreams in order to figure out what I truly wanted and needed. Taking what little I offered her (which was not only ill defined but subject to change based up on mood, diet and a possible lack of sunlight), Amy worked diligently to get at my true drivers and, therefore what properties would be most appropriate for me. Some of this spade work required her to indulge my desire to look at some pretty far-flung properties, but Amy used this time to effectively educate me on what items would become important to my search, selection and, ultimately, my overall satisfaction. Amy took my feedback and began to deftly draw the funnel down towards properties that would be good potential fits for me. She took the time to really listen and engage with me in the process of finding what turned out to be a great home! Amy also worked tirelessly through the closing process, making sure I was well served and expertly represented right up to settlement. I love my new home and owe it all to Amy's great persistence, professionalism and dedication!

Took my phone call & offered great suggestions even though my inquiry was outside her wheelhouse…read more Many thanks, Amy!