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Virginia Estate and Retirement Planning Advisors, Inc.
Your trusted partner for secure retirement and estate planning in Richmond.
5(5 reviews)
Business
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Your trusted partner for secure retirement and estate planning in Richmond.
Virginia Estate and Retirement Planning Advisors, Inc. provides expert financial guidance for retirement, estate planning, and tax management. Based in Richmond, VA, we serve individuals and families with personalized strategies to secure their financial future. Known for prompt, clear communication and no-fee consultations, our team, led by Tom Marshall, offers trustworthy advice that helps clients sleep well at night. We focus on education, integrity, and tailored solutions for all your financial needs.
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Personalized strategies for investment and portfolio management to ensure a secure retirement.
Comprehensive review and planning for financial estates to protect your legacy and assets.
Expert tax services, including preparation and guidance for complex situations like COVID-related issues.
No-fee, in-depth consultations with clear advice and follow-up reviews to keep you on track.
Informed investment choices and portfolio oversight to optimize growth and stability.
I attended one of Tom’s presentations a few years back and it was very informative. As I was readying for retirement , Tom helped me understand and make the right investment choices for my portfolio. I highly recommend Virginia Estate and Retirement planing for all retirement and tax needs .
We receive Excellent, timely and specific advice from these guys whenever we call or meet! Also the emails received are filled with upbeat, to the point information to act on! In 2021 we had an unusual COVID circumstance that they helped us within our taxes… it’s a wonderful thing to have these guys on our team!!
These are trustworthy and knowledgeable folks with the added bonus of being friendly and caring. We highly recommend their services including for financial estate review and tax preparation. They have always responded promptly to our questions.
Prompt response to initial inquiry; clear health protocols for in-person interviews/consultations; careful attention to client concerns, with focused attention and clear advice/suggestions with professional regard and no coercion. This is simply the BEST retirement, tax and money management advice that this retiree has gotten, ever. Oh, and NO fees! I have a printout of what taxes to pay, given this year's strange economic twists and turns, suggestions for other agencies they have evaluated for fiscal integrity, and an invitation to return in six months for an additonal review to help keep me on track. I sleep well at night, and trust Mr. Marshall, his staff and business associates with all things financial.
The folks at VERPA are always prompt in replying to any inquiries I have and give clear and complete answers to my concerns. I have been able to make an appointment with Tom Marshall easily and he is well informed about my concerns when I see him. The frequent communications I have from them are informative and relevant for the strange times we are in now. I can highly recommend the organization.
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