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Virginia Estate and Retirement Planning Advisors, Inc.
Des conseils financiers d'experts pour la retraite, la planification successorale et la gestion de patrimoine en Virginie.
5(5 avis)
Business
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Des conseils financiers d'experts pour la retraite, la planification successorale et la gestion de patrimoine en Virginie.
Virginia Estate and Retirement Planning Advisors, Inc. (VERPA) propose des services de conseil financier complets, notamment en planification de la retraite, en planification successorale, en gestion d'investissements et en stratégie fiscale. Dirigée par Tom Marshall, l'équipe est reconnue pour fournir des conseils avisés et personnalisés afin d'aider les clients à prendre des décisions éclairées pour atteindre leurs objectifs financiers à long terme. Avec un accent sur le service client et des conseils proactifs, elle aide les particuliers et les familles à organiser leurs actifs et à minimiser les impôts.
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Des stratégies personnalisées pour gérer vos finances et vos investissements afin d’assurer une retraite sécurisée, alignée sur vos objectifs à long terme.
Des conseils d'expert pour organiser et répartir les actifs afin de minimiser les impôts et de maximiser les avantages pour les héritiers et bénéficiaires.
Gestion proactive des investissements et du patrimoine pour optimiser la croissance et soutenir des décisions financières responsables.
Des services complets de planification et de préparation fiscales pour simplifier les processus et améliorer l’efficacité financière.
Des conseils holistiques sur la gestion d'actifs et la planification financière pour préserver et accroître votre patrimoine au fil du temps.
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.
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