Richmond, VA Financial Consultant

I have been working with Brad and his team for the past year and I am extremely satisfied with the level of service he provides. He is knowledgeable and always goes above ... more

We're very nice and efficient. Took the time to meet with both my wife and I even though we had a noisy kid with us.

Don and his team are great to work with! Knowledgable, organized and timely!

Mr. Sylvester has been handling my retirement funds for years, he is quick to contact me if changes may be in my best interest. His personal investment in my future is v ... more

Positive: Professionalism, Quality, Responsiveness, Value

I met Ryan through a friend at a dinner. I was expecting a hard sell but Ryan and Justine and I think Tammy were friendly no selling. I asked for them to call me they d ... more

Laura is an incredible resource for anyone planning their financial future. She can break down the complexities of retirement accounts without making me feel like a moro ... more

Quick, polite and competent counter staff.

Makes us feel like family. High level of trust.

Scott is incredibly knowledgeable, and helped explain my different investment options in a easy to understand way. Would highly recommend to friends and family!

Very professional....customer friendly. A refreshing thing to see. Kaiyden Dunn worked with me until the matter Was resolved. Hes a gem.....thanks.

Great service at the window, though its often quite slow due to being understaffed. Opened my account a month ago and am already closing it due to instant transfers takin ... more

Not open anymore

What a joke. Attempting to get in touch with anyone here is impossible since United bank took over. It directs the caller to "customer service" and twice I was hung up ... more

Crystal is by far the best tax preparer we have worked with. Being married with several businesses, she is extremely detailed in finding deductions with a thorough knowle ... more

Sean has been my financial advisor for several years. He has been crucial in helping me reach some of my life goals. He is proactive in contacting me to discuss his recom ... more

Makes us feel like family. High level of trust.

I highly recommend the services of John Condon and Chuck Roberts at Financial Freedom Planners. I just received my second annual detailed financial plan, including a revi ... more

Michael worked quickly and considerately, listening to our budget needs without trying to sell us plans we didn't want. He searched high and low for a plan that protected ... more

Location closed

I recommend them because of their efficiency and knowledge on how to help you whatever your credit situation may be. They are professional and show concern for you. Commu ... more