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.

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!

Karrie Thomas is one of the finest and most knowledgeable financial advisers I have ever had the…read morepleasure of working with, she has managed my retirement account for years and has grew my net worth by plenty. I would recommend her and her staff to anyone. If your looking for financial advise Kerri is the one to talk to.

NAUTILUS IS AMAZING! They helped me when I lost my husband and help make some of the best financial…read moredecisions. Karrie and Nikki are top notch and I would highly recommend them.

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.

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.

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.

I had a very disappointing experience with this firm and would not recommend their services based…read moreon how our case was handled. We initially met with a CPA at the firm around mid-March to discuss our tax return. During the appointment, she explained that it might be too late to complete our filing by the April 15 deadline, which we completely understood. She assured us that she would file an extension on our behalf, and she did follow through with that. However, after that appointment, we heard absolutely nothing regarding the status of our return. As October 15 approached, we became concerned and I called the firm on October 14 to ask for an update. To my surprise, the receptionist who answered laughed and casually informed me that our original CPA no longer worked there and that our case should have been reassigned to another CPA. Unfortunately, that reassignment had apparently never taken place, and no one had contacted us to let us know that our case had been left without an assigned preparer. As clients, we trusted this firm to manage our tax matters and keep us informed throughout the process. Instead, we were left to discover on our own, just one day before the extension deadline, that our case had seemingly fallen through the cracks. Tax matters are time-sensitive, and clients should not have to chase down a firm for updates or worry about whether their case has simply been forgotten because an employee left the company. I understand that staffing changes happen, but ensuring that existing clients are properly transitioned and that their cases continue to be handled should be a basic responsibility of any professional firm. Unfortunately, this experience left us feeling overlooked, frustrated, and disappointed in the firm's lack of communication and client management. I hope the firm takes this feedback seriously and makes meaningful improvements so that other clients do not have to experience the same situation.

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

Ms. Denise was extremely helpful, forthcoming, accommodating, and professional from the initial…read moreYelp request for tax filing assistance to sitting down and knocking out my taxes. I'm also appreciative of her understanding and flexibility working with my crazy and unpredictable schedule. She was upfront about her rates and they were quite reasonable! Thank you so much, Ms. Denise! Definitely got a lifetime customer now!

Excellent customer service. So pleasant to work with. Ive used her tax service for years. Thanks…read moreagain.