Services Offered
Retirement Planning
Personalized strategies to manage finances and investments for a secure retirement aligned with your long-term goals.
Estate Planning
Expert guidance on organizing and distributing assets to minimize taxes and maximize benefits for heirs and beneficiaries.
Investment Management
Proactive management of investments and wealth to optimize growth and support sound financial decisions.
Tax Strategy and Preparation
Comprehensive tax planning and preparation services to simplify processes and enhance financial efficiency.
Wealth Management
Holistic advice on asset management and financial planning to preserve and grow your wealth over time.
Reviews
5(5 reviews)
Rating Distribution
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J
Jarrod
via Google
4 months ago
Tom provides invaluable advice and has helped us in many ways while we plan for the future. Take the time to meet with him, it will prove beneficial.
R
Ranjan Rayvia Google
almost 2 years ago
I have obtained valuable suggestions and advice from Tom Marshall of Virginia Estate and Retirement Planning Services over the years regarding financial planning specific to retirement and estate planning offered in the state of Virginia. Tom Marshall helped me and my wife prepare for retirement by managing our finances, investments, and assets in a way that aligns with our long-term goals. Mr. Marshall advised us on Estate planning with focus on organizing and distributing our assets and wealth after death in a manner that minimizes taxes and maximizes benefits for heirs or beneficiaries.
T
Thelma Stocktonvia Google
almost 2 years ago
Tom’s customer service is exceptional!! Many times I have called him to ask questions and he never rush me off the phone. He is very knowledgeable ,kind and patient. On several occasions he provided suggestions that helped me to make better decisions regarding certain situations. I highly recommend Tom Marshall and his crew to assist with any of your financial planning,
C
Cindy Donnvia Google
almost 2 years ago
We have been working with Tom Marshall at VERPA for over 5 years and find that he is easy to work with. He listens and responds with the information needed to make decisions for a sound financial and tax strategy. He has made the task of tax preparation extremely easy. We highly recommend him for your financial needs.
B
BKM1828 BKMvia Google
almost 2 years ago
We highly recommend Virginia Estate and Retirement Planning Advisors for all your investment, retirement planning, wealth management, and tax needs. It has been over 7-years since we found Tom Marshall and his VERPA team, and we are so glad we did. Tom has proven time and time again that we are in excellent hands with an honest, reputable, proactive advisor who provides sound advice and resources to guide us in making sound financial decisions.
