VE
Virginia Estate and Retirement Planning Advisors, Inc.
Asesoría financiera confiable para la planificación de la jubilación y patrimonial en Richmond.
5
Business
$$$
Asesoría financiera confiable para la planificación de la jubilación y patrimonial en Richmond.
Virginia Estate and Retirement Planning Advisors, Inc. ofrece servicios de consultoría financiera especializados en planificación de la jubilación, preparación de impuestos y revisiones patrimoniales. Con sede en Richmond, VA, la firma es conocida por sus consejos puntuales, claros e informativos, que ayudan a los clientes a navegar por las opciones de inversión y las necesidades fiscales con profesionalismo. Las opiniones de los clientes destacan respuestas oportunas, personal capacitado y un enfoque cercano, lo que la convierte en un socio fiable para la gestión financiera.
No hay fotos disponibles
Estrategias personalizadas para la inversión y la gestión de carteras para garantizar una jubilación segura.
Revisión integral y planificación de patrimonios financieros para proteger su legado y sus activos.
Servicios fiscales expertos, que incluyen la preparación y orientación para situaciones complejas como las relacionadas con COVID-19.
Consultas en profundidad sin costo, con asesoramiento claro y revisiones de seguimiento para mantenerlo en el buen camino.
Decisiones de inversión informadas y supervisión de la cartera para optimizar el crecimiento y la estabilidad.
Calificación general
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.
Reclama Virginia Estate and Retirement Planning Advisors, Inc. para actualizar la información, responder reseñas y acceder a las estadísticas.
