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“We have been working with the CPAs at GSA for almost 15 years. Scott Heyman is our current accountant, and he is wonderful! Responsive and friendly. He keeps us on track with preparing and filing our income tax returns, he prepares projections, and he sends us reminders. He also prepares fiduciary and corporate returns. The auditors at GSA help a lot of local nonprofits, and they do valuations, audits, and fraud investigations too! I highly recommend their firm.”
“Blue Water has been managing my 401k plan for the past year. Thus far, they have been an absolute joy to work with! They are extremely knowledgable and they are always quick to answer any questions I may have. I appreciate their educational suggestions when it comes to building my portfolio!”
“We cannot say enough about the Rockbridge Investment team - these professionals have guided us for almost 30 years now on the best ways to maximize our personal and business investments. We have relied on them for literally every major financial decision we have made in recent years... and the peace of mind they provide with down-to-earth, practical advice helps us feel confident in our situation. First-class group of people. Call them if you aren't already a client!”
“Outstanding services, professionalism, guidance, and value! This gal is remarkable! As a business owner for over 30 years, I wish I'd known Josie decades ago.”
“Chip is very knowledgeable and will guide you through the investing and wealth management process in simple and easy to understand terms. Chip and his team are thorough, professional and responsive. Highly recommended RIA.”
“Scott and Team at Morgan Stanley are incredibly sensitive to listening to your now and later financial goals... Scott is able to help you make decisions now that create comfort and peace of mind for to come.”
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“I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!”