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!

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.

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.

Joshua is knowledgeable & makes sure that his clients have everything they need to make the best…read morefinancial decision. I would highly recommend using Joshua to help you set yourself up for financial success. Entire staff is very professional!

Wouldn't go here again! Joshua is very rude, unprofessional, condescending and pushy. We had been…read moregoing here to get our taxes done for many years but now Joshua says CLP will only do your taxes if you also pay for financial planning through them and buy their life insurance, invest, etc. CLP started out as a good tax place but now they want to jump into financial planning and turned their back on their old tax clients. Joshua is very immature, arrogant and ignorant. We asked him a few financial questions last year and he didn't know the answers so he just made stuff up and lied to us. We would be better off to get financial advice from Ronald McDonald than this clown Joshua. Beware, don't get scammed and don't waste time trying to get this place to do your taxes if you don't also want to shell out money for financial planning, investments, insurance and all too. I did further research to find that no one working at CLP is a member of the Financial Planning Association of Hampton Roads which means they aren't even "Certified Financial Planners." H&R Block said CLP tax advisory/financial has setup a terrible business model for their tax accountants to require their clients to pay for financial planning as a condition to get their taxes filed. Got a letter in the mail on 2/2/18 saying "Dear Tax Client" we regret to inform you that tax preparation services are now reserved for financial and insurance clients... you would be better served with another tax preparer. They couldn't tell me that on the phone when I called last month. Hmm... so this place thinks their Certified Public Accountant are better at financial planning and insurance options than my experienced Certified Financial Planner at Financial Security Group? Show me an associate with CFP credentials here at CLP. :::Crickets drops mic:::

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.

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.

Ian and Lacey have been amazing. From the time we walked in the door. They've been gracious and…read morefriendly. They are truly invested in your needs, they've given several options, great at explaining and advising. They've taken the time to understand our goals, we've never felt rushed or pressured. We look forward to a long journey with them!

From the owner: Retirement Planning - Financial Planning - Smart Money Strategiesread more

So courteous and professional! She was very quick in getting everything done and was very…read moreinformative. I highly recommend going here!

From the owner: File your taxes all year long, at Manson Tax Services this is a woman owned local business that can…read moreprovide all of your tax service needs. Tax Consultation, Personal Tax Preparation, Notary and Business Tax Preparation Service. Serving Hampton Roads since 2006.

Jennifer is a very professional and friendly accountant!…read more Deals with numerous military clients so knows the littlest of details in regards to taxes. Flexible with schedules and maintains great line of communication. Price is comparable to other tax services, but being able to build a relationship with someone that you consistently utilize is absolutely refreshing.