Financial Advising in Virginia Beach, VA

12 locations found near Virginia Beach
View Map

“Rob, Portia and Jessica are absolutely, hands down the most FANTASTIC accounting team I've worked with. I own Hampton Roads Tree and Brush Removal and have A LOT of expenses to deal with sorting through as well as payroll to conduct. In the past, accounting firms have treated me as though I am a thorn in their side, simply wanting to bust out my taxes and push me out the door. Payroll was just as much a headache and the insane lack of communication was a major issue for me. Then I found the team at Professional Accounting and Income Tax! Portia's communication and professionalism is above and beyond. She keeps me informed and on my toes with what I need to be doing on my end to ensure she is able to tackle my payroll and taxes like the undeniable Queen that she is. My ADD would never let me keep as organized and on top of things as Portia does on a regular basis. She's like having my very own personal assistant, only for taxes and payroll, lol. I wouldn't dream of doing business anywhere else!”

4.8 Superb36 Reviews

“Manson tax services is outstanding. I was in trouble with the irs when I first went to Manson's. I feel like a new woman now. She told me what to do to get back aligned. I did it and it worked. This year I got more back then I ever thought posdible. Great tax preparer!”

5 Superb20 Reviews

“Bill Stewart and his staff have provided me with excellent service over the past several years. This local group provides personalized, professional accounting services at reasonable rates compared to the larger firms in the area. I can recommend them highly.”

4.4 Superb34 Reviews

“I waited until last minute to file. But they took me in as a new client anyway. They responded quickly, very helpful and patient with me. I had special circumstances and they were excellent in everything. The price was very reasonable. I thought I would owe but somehow I did not. Thanks again Wesley!”

4.4 Superb25 Reviews

“As in marriage, the most important quality to look for when allowing an investment firm to manage one's life savings is trust. I've had other financial managers but left them because I didn't feel they had my best interest in mind. I knew as soon as I met David Abbott that I had met the ideal financial planner. My favorite expression of his is: "You've worked hard all of your life for your money. Now let your money work for you." After signing on with Charles Schwab, he ensured that he understood what I wanted out of my investments and chose a portfolio manager that created the perfect blend of investments that were in keeping with my goals and strategy. He is so dedicated to my interest that it was he who (finally) convinced me that I had more than enough to comfortably retire--so I did and I've never been happier. Unlike other managers I've had, David was quick to point out that he does not work on commission so there is no "motivation" for him to steer me into instruments that pad his income. That coupled with Schwab's competitive (if not the lowest) rate structure made moving all of my investments under him one of the easiest decisions I've ever made. If you want to watch your money grow while having peace of mind, give him a call. You won't be disappointed.”

3.7 Good6 Reviews

“We absolutely love working with Virginia Asset Group. From company retirement plans to handling our personal investments, they are knowledgeable and responsive with all of our financial needs.”

5 Superb1 Reviews

“At the time of my visit to this location, I was rather new to the investment space. I'd been aspiring to make greater finacial decisions for both my current and future endeavors, so therefore having some guidance in this space was going to be welcomed. However, I left with more than just "some" guidance after talking with Ian Williams. I left with a deeper knowledge of not only Fidelity, how to navigate its website, but so much more. Ian took a decent amount of time walking myself and my father through numerous things. Even allowing us time to discuss certain things amongst ourselves, (sometimes over and over again). At no point did either of us feel rushed or unintelligent during our meeting with him. I could go on and on but I'll just say, the experience was amazing from the first to last hand shake. I left feeling confident and excited to continue investing through this company.”

3 Average14 Reviews

“I love this company my Rep Jacquie is the best. every since I have signed on with this company I have had great progress I get monthly reports and it's never a time I can't call or email that I don't get a quick turn around”

2.5 Average5 Reviews

Financial Advising in The Nearby Cities

Related Categories

You May Also Like