Tom is such has shown is an outstanding Financial Planner. He is very knowledgeable and, he is very…read morecommitted to his clients; regular market updates and suggestions are an example of this. Highly recommended in Richmond - the best!

We have been working with Tom and highly recommend him for your financial planning. He is an…read moreexcellent listener and spend the time tailoring our needs to the best product. We feel quite comfortable working with Tom. He is one of Dave Ramsey's ELP's which is always a good endorsement. You won't go wrong working with Tom. Beth & Jim Antal

Wells Coleman & Co is the absolute best, and here's why:…read more The first time I walked into the Wells Coleman & Co offices, it was 2009 and my mother had just passed away. My broker had recommended them to me and that was the best thing to ever happen to me. Being such an emotional time in my life, they were quick to explain everything very thoroughly to me no matter how many times I needed to be reminded of the steps I needed to take. They were the perfect teachers, the perfect caring company, honest in every way, and had the patience of Job with me. Now it's 6 years later, and I still wouldn't trade them for the world. They are the epitome of perfection in all aspects of accounting and in the personal touch with all of their clients. I highly recommend them not only to my friends but to you, the readers of this review. They deserve an A+++++.

Hands down, the absolute best accountant in town...go see George Forsythe. He makes accounting…read moresimple when it seems daunting, and goes above and beyond to help small business owners with taxes and tax questions. He has patience and is kind. Highly highly HIGHLY recommended!

Tom Marshall and his crew at VERPA are dedicated professionals who give top-notch advice based on…read morethorough research. They are also personable, very available and deserve the highest recommendation! - Ed Leaton, M.D.

This was my first year using Thomas Marshall's services for my tax return. I was more than pleased…read morewith the personal service and will be going back to them for future needs. I wasn't rushed in any way and felt that all my needs were very professionally met. I highly recommend Tom for all your tax, estate and retirement needs.

I met Rita Dyson House about a year ago when my mom was looking for Medicare supplemental…read moreinsurance. I was very impressed with her from the initial meeting. She is very patient & a cordial people-person who is knowledgeable about the insurance industry. I have texted or called her on my mom's behalf a couple of times & she has been very timely & thorough with her responses. She is customer service oriented & dedicated to the high expectations of AARP United Healthcare Insurance Company. It has been a pleasure interacting with her. Thanks a bunch for all you do, Rita Dyson House. Melva W. Lewis April 10, 2020

From the owner: We help middle American Families identify and resolve critical financial matters that they have not…read moreaddressed and of which they may not even be aware.