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.

This company is horrible. I have been trying for two weeks to get my money back. Have called about…read more6 times now. Asked for a manager several times. They leave you on hold. Not one manager has attempted to call me back. Trying to steal about $9000 from me. On the fifth call they told me oh you need to fill out the application. I didn't fill out an application for you to take my money. I closed an account with Robert Hancock two days after my first call to Fidelity. I got that money last week no problem. Fidelity is stealing. Still no manager has contacted me. Calling the BBB.

I wouldn't trust anyone BUT this Group! Leslie "Adam" Morgan is by far the hardest working, wisest…read moremost committed financial advisor I've had the pleasure of working with!

From the owner: First Financial Group is a complete financial services firm – one of the largest independently…read moreowned businesses of its kind in the Mid-Atlantic region. We provide an unique approach to holistic financial planning for individuals, families and business owners.

If you're looking for the BEST PRICES and admirable insurance brokers that will provide you with…read morethe best services and treat you like family then Epps Financial is where you want to go. Changed the process and experience of finding great health insurance for a great price for me.

Not knowing the younger staff, the owner Stan Epps has a bad nuance of calling clients at 6:30am in…read morethe morning. More important I verbally terminated an insurance plan much too expensive PRIOR to the deadline. Mr Stanley Epps Sr DID NOT follow through and now I am stuck in a financial bind for all of 2024! Do not trust this company at all with their services!

I had 2 collections with Portfolio Recovery. I payed within the 30 days of agreement on the…read moresettlement offer. My account was listed as PAID in full, and taken completely off my credit report within the 30 days they said on their website. I payed with a Bank check and no banking information was exchanged! I also received in the mail a paid in full letter!

This company is one of the worst collection companies I have ever worked with. They are so quick to…read moresue you. They constantaly call and harrass, and when you finally do want to compromise and pay them money, they dont accept less than the original amount. The people who answer the phone are so slow and kind of stupid.

Good People's Financial was extremely personable. I had to give them some intricate information to…read moreget approved for a loan, but they assured me they use top notch encryption, protect all customer information securely so here I am at the other end of the loan process with a smile!

From the owner: Our company specializes in financial advising and accounting for the many expenses that are…read moreoverlooked and the ones that are scrutinized in the average and above average American household.

Jewell Willis is GREAT for all financial advising. I myself found her retirement advise to have…read morebeen tailored to my needs perfectly. She is extremely knowledgeable and went out of her way to help me. She is always kind and professional and available to answer ALL my questions. I would definitely recommend her to my friends and family. She even sent me a thank you git card for referring my cousin to her!

From the owner: Financial advisor specializing in financial advising.read more

Despite then messing up my taxes on the tax side of their business, they keep sending me invites to…read moreevents via email. This is despite telling them to remove me from their lists. If they can't figure out how to use constant contact, how could you trust your financial future to them?

Fitzwilliams Financial recently took over VA Bookkeeping. We have been clients of VA Bookkeeping…read morefor well over 20 years. We were told last year that Fitzwilliams Financial took it over as well as combined their already established financial company. From the very beginning the entire staff made things very transparent to us that it would take some time to reorganize everything and they were true to their word. They are very professional. They take every email, every call, every visit seriously and continue to put us first with every concern of ours, big or small. The owner of Fitzwilliams Financial even threw a Client Appreciation BBQ this past summer for all clients, new and old, to come together and meet all the employees. I was happy to hear they recently moved location to Chesapeake. I am very happy to be with them.

Could not be happier with the service I received from A to Z. It honestly feels like working with…read morefamily, and I mean that in a positive way. Friendly, professional and very helpful. Received great advice and recommendations for next year. And one more thing, the prices were fair and reasonable. Always a plus!!!

I have been with them the entire length of my business. I wouldn't trust anyone else. Those that…read moreput negative reviews on here don't know what they are talking about. I have never met a more personable person than Diana.