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Recent Finance Advising Reviews in Richmond

  • A
    Roy Wagner, CUSO
    I wish that I had used him 20 years ago. He goes through the credit unions and the University of Kentucky. I went to him about a week ago. There is no charge to use him. He is very responsive, practical and he is very available. He gives good sound advice. I am very happy with him. I will continue to use him.  
    - nannette P.
  • A
    RETIREMENT TAX ADVISORY GROUP
    Excellent, it is no wonder that Mr. Scurlock has won several awards. I was treated wonderfully and highly suggest using Retirement Tax Advisory Group for tax/financial/insurance related matters. My tax returns were promptly completed at less than half the cost I am used to paying. I even learned about some tax law changes that could save me thousands in the upcoming years.
    - Bob J.
  • A
    E S BARR & CO
    It turned out very good and we actually have moved out investments to them. They are an investment company. They worked around out schedule.
    - Peggy O.
  • A
    INDEPENDENT BANK
    They have been accomodating and helpful with their services in regards to notary and witnessing. They presented a small town feel in a big city. We really appreciated that experience.
    - JENNIFER S.
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Financial Advisors in Richmond

Companies below are listed in alphabetical order.

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