Williamsburg, VA Financial Planner

Extremely knowledgeable and very personable in their approach. It is refreshing to work with people that care about you personally as well as professionally.

Jamestowne Investment has enabled my wife and I to achieve our investment goals and retire comfortably. They continue to work for us to make sure we are prepared for the ... more

We have had Arnold for advisor for many years and he has done an excellent job preparing us for the future financily. He is dedicated and treats us as if he were advising ... more

Jasons expert guidance has put our family in a great place for the future! His willingness and ability to understand the needs & desires of his clients make him more than ... more

The staff knows you by name and are incredibly friendly.

Great folks so friendly keep us in line. Been going there years. Highly recommended.

Cindi, the branch manager, is a liar and needs to be fired. The bank itself isnt terrible but as long as shes employed there, your money isnt safe.

I have been very impressed with the quality, knowledge, and responsiveness of the PB Mares staff and partners, especially David Damiani, Esq. Mr. Damiani always puts for ... more

Inside a gated community, wont be allowed access to site and will be forced to turn around unless a resident of the area.

During our first meeting with Aaron we established a great rapport. He did a great job in making us feel comfortable. Our second meeting was like we've known him for yea ... more

Met with Sue and had a great experience. The personal touch and customer service are important to them and it shows. This is a firm I wouldn't hesitate to bring all my mo ... more

Great company and superb local team. They are real experts in financial planning.

Outstanding professional service from the entire staff. Best investment firm I've ever dealt with.

Outstanding and very happy with Gary Besnier.

Couldn't recommend enough! The personalized service and excellent customer relations (thanks Shelby!) are outstanding. I appreciate the care and attention to detail in my ... more

No better place to invest your money. The sooner the better.

BofA has begun discriminating against Christian business account holders and closing their accounts. Very concerning. I would encourage account holders to look into the i ... more

Ted is so patient and kind. He is a pleasure to work with. I love that I can trust that they have my best interest at heart!

Best branch ever! Dealing with some complicated issues and the manager doesnt hesitate to step in. Highly recommend and so happy with the level of knowledge and professio ... more

Called in to talk to someone and received some of the worst customer care ever and was told to not to call again when all I needed was assistance. Would not recommend

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