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Virginia Estate and Retirement Planning Advisors, Inc.
Trusted financial guidance for retirement and estate planning in Richmond.
5
Business
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Trusted financial guidance for retirement and estate planning in Richmond.
Virginia Estate and Retirement Planning Advisors, Inc. provides expert financial consulting services, specializing in retirement planning, tax preparation, and estate reviews. Based in Richmond, VA, the firm is known for its prompt, clear, and informative advice, helping clients navigate investment choices and tax needs with professionalism. Customer reviews highlight timely responses, knowledgeable staff, and a caring approach, making it a reliable partner for financial management.
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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.
Overall rating
Mikey B
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 .
Dorothy Hillgrove
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!!
Vivian Bruzzese
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.
Lindsey March
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.
Susan Fourness-Ewell
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.
