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

I have had nothing but positive experiences with Carlson Financial. My portfolio has never looked…read moreso good and I was able to retire with the comfort of knowing I am ready for this financial chapter of my life.

It started well but in the last year Carlson made 1 trade in 700K portfolio that i did not…read morespecifically send email to initiate. Upon the yearly review I asked my advisor why I had so much cash in the accounts not getting invested? the response was I see that is a lot of cash. So in reality NO ONE was managing the accounts. I have moved to a different managing company but I am feeling challenge to recover the management fees is what I will do. I feel the fiduciary protections can be challenged.

I met Ryan through a friend at a dinner. I was expecting a hard sell but Ryan and Justine and I…read morethink Tammy were friendly no selling. I asked for them to call me they did and while I am not a big investor they took me on and have helped me learn how to achieve goals on my level of comfort. They are all great and so friendly and helpful. I never feel like I am not important. Keep up the good work! Plus my portfolio has gone up compared to the last place I was using where each month I lost money!

Tom Marshall and his crew at VERPA are dedicated professionals who give top-notch advice based on…read morethorough research. They are also personable, very available and deserve the highest recommendation! - Ed Leaton, M.D.

This was my first year using Thomas Marshall's services for my tax return. I was more than pleased…read morewith the personal service and will be going back to them for future needs. I wasn't rushed in any way and felt that all my needs were very professionally met. I highly recommend Tom for all your tax, estate and retirement needs.

Laura has an incredible breadth and depth of knowledge about our increasingly bewildering financial…read morelandscape. And she shares it with her clients, always keeping their best interest in mind. Don't hesitate, call her!

Thank you to Blanca at the front desk for professional, friendly and thorough service when I…read morestopped in today. There were a few items I needed to take care of which were slightly more complicated than I anticipated but Blanca walked me through each step of the way, ensuring everything was fully resolved before I left this branch. My young daughters were along and made to feel at home in the lobby on a comfy couch, enjoying courtesy snacks & drinks from the refreshments bar. This is such a welcoming Schwab location, it was definitely worth the drive.

Blanca is amazing. She is fast, knowledgeable, patient and really takes good care of you. I wish…read moreall customer service would get trained under her. She really sets the bar high. Simply amazing.

Chuck Roberts and his team offer a variety of reasonably priced financial consulting services. They…read moredo not work off of commissions or try to sell you investment products. In our case we worked with them to build a plan for retirement which includes both a budget now and a budget in retirement along with an investment plan. We are thrilled with the result and highly recommend them!

Highly recommend Chuck Roberts at Financial Freedom. He did a thorough financial analysis and plan…read morefor us which we feel puts us in great shape for the future. Great advice, is a fiduciary, fee basis planner who truly has your best interests at heart. You will be impressed by his experience and knowledge.