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Finance Advising reviews in Richmond

  • A
    Kenneth A Pikor Financial
    We could not expect anything better - Ken is an outstanding advisor with extraordinary abilities and knowledge. He has helped us for over 20 years with multiple financial decisions and has always been correct, responsive, courteous, innovative and respectful, among other things!!!!
    - Pamela F.
  • A
    Manna Wealth Management
    Manna Management is a rare find. David and his team are very responsive to my financial needs and take their time to help me understand my portfolio and educate me on my financial standings. They are very prompt in returning calls and are always available to handle my concerns. Thank-you Manna Management for making financial planning more straightforward and understandable.
    - Renee N.
  • A
    MASSMUTUAL FINANCIAL GROUP
    Howard is extremely knowledgeable and definitely not hard sell oriented. Several times we have called him to consult with us on a financial issue. He makes himself quickly available, is absolutely punctual, and always dresses professionally. At the same time, he is very easy to talk with and willing to explain things over if needed. We have had great success with all of our financial investments with him.
    - Karen B.
  • A
    Tom Love, CFP®,CRPC®,CRPS®
    He was honest, straightforward and really knowledgeable about the business. I will use him again in the future.
    - Larry M.
  • A
    Kenneth A Pikor Financial
    He is great.  He is dependable.  He is extremely knowledgeable.  He has given us advice about investments that have been extremely helpful and right on target.  We are in a great financial position because of his advice.  He has helped us through our retirement and made sure that we’re invested properly.  He is easy to work with.
    - PAMELA W.
  • A
    Elizabeth B Forder
    She’s extremely nice and she’s very good in computation.  She’s very helpful and very smart. She is very good in explaining complicated stuffs and she’s also easy to work with.
    - Anna H.
  • A
    MORGAN STANLEY
    I like that they’re hands on. They call and keep you up to date. Their service is more on investments. The charge comes out of my investments.
    - LeMoyne H.
  • A
    Richmond Tax Solutions
    On the same day that we called, we were able to come to a real office and sit down with a professional to discuss our issue not a telephone company. We met with Mike Davis and told him the situation about the IRS taking money from my GM check and it was really causing a hardship. We also said that we were ripped off by a larger company for $5000 and had very little left to fight the IRS with at this point.He assured us that he could help and only asked for $100 as he wanted to earn his fee. So, we paid the $100 and in 3 hours he called to say the levy was released and we were in an noncollectable status. He then said they would prepare a settlement offer and submit to the IRS for us.  Now, this took 5 months but at this point...we only paid the IRS $250 on the $72,000 balance. YES...tey settled our account for $250 plus their fee of $2100. AWESOME COMPANY and we will be getting our taxes done every year from Mr. Davis and Richmond Tax Solutions.
    - Mercedes B.
  • A
    Kenneth A Pikor Financial
    We found him on Angie’s List because he has had such high rankings. He’s wonderful. We have even moved from Ohio to Virginian and we still continue to use him because we are so happy with him. He has helped us deal with a number of financial issues and his advice has always been right and very helpful.
    - PAMELA W.
  • A
    BB&T Scott & Stringfellow
    They are excellent!  The best company I have ever worked with.  They really know what they are talking about and take the time to explain everything!  Great, great, company!
    - Nancy P.
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Financial Advisors in Richmond

Companies below are listed in alphabetical order.

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