VE
Virginia Estate and Retirement Planning Advisors, Inc.
Asesoría financiera experta para la jubilación, la planificación patrimonial y la gestión de la riqueza en Virginia.
5(5 reseñas)
Business
$$$
Asesoría financiera experta para la jubilación, la planificación patrimonial y la gestión de la riqueza en Virginia.
Virginia Estate and Retirement Planning Advisors, Inc. (VERPA) ofrece servicios de consultoría financiera integrales, que incluyen planificación de la jubilación, planificación patrimonial, gestión de inversiones y estrategia fiscal. Bajo la dirección de Tom Marshall, el equipo es conocido por brindar asesoramiento sólido y personalizado para ayudar a los clientes a tomar decisiones informadas para lograr sus objetivos financieros a largo plazo. Con un enfoque en el servicio al cliente y una orientación proactiva, ayudan a individuos y familias a organizar sus activos y a minimizar sus impuestos.
No hay fotos disponibles
Estrategias personalizadas para gestionar las finanzas e inversiones para una jubilación segura, alineada con sus metas a largo plazo.
Orientación experta para organizar y distribuir activos para minimizar impuestos y maximizar beneficios para los herederos y beneficiarios.
Gestión proactiva de inversiones y patrimonio para optimizar el crecimiento y apoyar decisiones financieras sólidas.
Servicios integrales de planificación y preparación de impuestos para simplificar procesos y mejorar la eficiencia financiera.
Asesoría integral sobre gestión de activos y planificación financiera para preservar y hacer crecer su riqueza a lo largo del tiempo.
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.
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.
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,
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.
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.
Reclama Virginia Estate and Retirement Planning Advisors, Inc. para actualizar la información, responder reseñas y acceder a las estadísticas.
