RatePro Mortgage

(1 review)

If you're in the market to purchase a new home or execute a refinance, Brightleaf is the business…read moreto use! James was extremely knowledgeable and friendly. He assisted us with the purchase of our new home and locked us in at a historically low rate. Rest assured, if you choose Brightleaf for your mortgage needs you will be in great hands.

Dominion Capital Mortgage

(6 reviews)

I conducted both a buying and selling transaction with Dominion Capital Title. During both…read moretransactions, there were numerous errors in the paperwork. Buying- 1. I had to resubmit paperwork that was "lost" - at the last minute. I was out of the country but managed to pull the documents together for the 2nd time. 2. The closing disclosure was incorrect, and had a different amount on it than the one they did before. They told me the new amount was the correct amount, and after much debate they figured out their error. Selling- 30 minutes before I was to sign the deed, they told me they needed a copy of a voided check physically in hand for the funds to be wired or they would mail a check. Paperwork errors that had to be fixed. Bottom line, do not use this business. They are careless in their paperwork and their next client will pay the price on an avoidable error.

Love working with Dominion. They really care about their clients and go above and beyond in…read moreeverything they do!

Tom Love, CFP, CRPC, CRPS

(3 reviews)

Tom is such has shown is an outstanding Financial Planner. He is very knowledgeable and, he is very…read morecommitted to his clients; regular market updates and suggestions are an example of this. Highly recommended in Richmond - the best!

We have been working with Tom and highly recommend him for your financial planning. He is an…read moreexcellent listener and spend the time tailoring our needs to the best product. We feel quite comfortable working with Tom. He is one of Dave Ramsey's ELP's which is always a good endorsement. You won't go wrong working with Tom. Beth & Jim Antal

SagePoint Financial

This place is the epitome of old school. A (bad) friend recommended a guy here who ended up being…read moreterrible, then left without notifying his clients. In the last eight years I've used this company, my assets are about the same or less. Deplorable. No online access to account information nor company contact. Their website has contact options for clients or representatives. Emailed the client option this evening to receive an email stating it was no longer a valid email. For the last seven years I have had to contact them directly for tax information in March, while my employer and mortgage broker get my information within the first two weeks of January. Buyer beware! Do not invest with this company!!!

Sagepoint is a strong all around firm with an old school approach that values relationships and…read moreorganic growth.

Harry R James Insurance Agency

We were in Starbucks as my dad was getting coffee and a Karen stood in the window of the building…read morestaring at me very dirty like. A few minutes later he waved at her and this Karen-like figure got very angry and flipped us off. This is a very unprofessional business. We are almost sure it was the face of the company standing in the window.

This is a great agency! Personalized attention and problem solving! You deal with them and they…read moredo it all! They helped prevent our car from being totaled (our request); they take care of requested documents from the banks, you name it! HIGHLY RECOMMEND!!!!

Steve Walls & Associates

Steve is an excellent financial adviser. I had a consultation with him over a tax matter and he…read morewell exceeded my expectations. I presented my issues and he listened carefully and opined thoughtfully without judgement. In addition, he pointed out solutions to several items outside of my initial concern. This is what one expects and deserves when seeking financial advice. Thank you Steve!

Steve and his team are by far the best tax preparation professionals I have ever worked with. Very…read moreclear, very smart, and always very responsive. I highly recommend Steve.

Biegler & Associates

If you are a small business or start up, steer clear. These guys don't seem to understand small…read morebusiness at all. $1600 to reconcile a quickbooks file with less than 100 transactions? We would have stopped them there if we had ever gotten a bill. After 4 months of repeated calls asking for one, we were shocked when it was up to about $6900! We dropped them after that but had nothing but problems with the work they did. I'm sure they are fine for larger businesses with more employees and such, but for a business with only one full time employee, the were definitely the wrong choice.

I just love working with Steve Biegler. He was recommended by a friend for whom he handled their…read morebusiness accounts and I could not be happier. He has handled our taxes efficiently for the past several years and now he is helping me manage tracking my own business expenses as a Realtor. Thank you Steve more making this process easier!

Shannon Howell - State Farm Insurance Agent

4.8

(4 reviews)

Wow. Very positive experience. State Farm agent, Josh…read moreDamron, worked with me on getting an auto and renter's insurance package. He spent several hours 5+ over multiple conversations assisting me professionally, courteously, and thoroughly with every single question I had about the policies. Never once did I feel like a bother to him as I really desired to understand our coverages and how various coverages would effect our premiums. Exceptional customer service. As we newly moved into Virginia, I personally researched 10+ insurance companies including big names like Geico, Progressive, and All State. State Farm proved to be the most coverage with the best rate. I am so thankful for my experience working with Josh Damron and we feel so great about choosing State Farm!

Joshuwas a nice respected person and breakdown every situation and he helped me with the best…read moreacknowledge of the situation for State Farm insurance company thank you for listening to me like a good neighbor State farm is here

E W Moore & Co Accounting & Tax Service

(4 reviews)

When Turbo Tax fails you, don't hesitate to contact E W Moore accounting! My husband had been…read moreworking on our taxes and had to stop and start a few times because Turbo Tax was saying that we owed a significant amount of money which had never happened before! Our spidey senses started going off and we decided to seek out professional help. I turned to Yelp and saw that E W Moore was A) close to where we live and B) had great reviews. I called and set up an appointment for that week. We met with Eric and delivered all of our tax information. He was really nice and laid back. The process was simple enough and after about two weeks he got back to us saying that we actually get a refund from state and federal! This was really exciting considering had we gone through with what turbo tax said, we would have been in the hole. I'm not sure what sort of magic he worked, but he's alright in my book! We'll be using E W Moore for our taxes from here on out.

I like that this is a family business and that I was able to meet with Eric personally. He helped…read moretalk me through any questions that I had and I felt very confident in having my taxes handled. I would definitely recommend them!

John Bell - State Farm Insurance Agent

4.5