I've been investing with Fidelity for over a decade…read more My pension from another job is held and managed through them and my current employer 401k is as well. I've opened a few other investment accounts through them in the past few years and have worked with some of their wealth management advisors to come up with a game plan. I am not the kind of person who spends hours researching or reviewing stocks. Nor do I want to be. So I appreciate the Fidelity tools and website that provide information and analysis. Their app is easy to use. The website is also easy. And trading and selling stocks and transferring money around from outside accounts is easy as pie. Today, I met with my new advisor, Josh in their new shiny Virginia Beach office right across the street from West Elm. First, the inside is spotless and modern with iPads and brochures and tons of seating. I was offered a coffee or tea while I waited. Parking is easy with a few parallel street spots in front or the garage across the street with free two-hour parking. Josh listened, he took notes, he reviewed my accounts and we discussed my goals for investment, retirement and growth. I have some homework and we plan to meet again to discuss. Overall, I'm very happy with this initial meeting and the new location in Town Center is easy and convenient! Prior to this their closest office location was Richmond.

I have been waiting for months to write this review. I held off until I got my tax return in the…read moreslight chance I needed them to get involved with the IRS. But this morning, after almost 7 months, I finally got my return. I will say that when I contacted Paul directly, he was apologetic about my service and refunded their fee. That is why they get one star. But aside from that this has been the most maddening tax season in almost 20 years of filing taxes. I contacted PIM in early Feb because I am military, wife is self employed, and she also has a W-2 from another state for teaching. Just a bit too complicated for us to do ourselves. I read reviews and PIM seemed to be a great choice. Well after finally getting through (left a couple messages before getting a call back), they scheduled me for an appt 4 weeks later. I was annoyed it was going to take that long, but figured it would be done correctly so its fine. What they dont tell you is that is just a consult appointment. You spend a hour with your tax preparer and then "They add you to the bottom of the pile". So we are already this much into it, and just had to keep going since everywhere else was already swamped. Our preparer, Tara, was respectful, but seemed ill-informed. We had a nanny over the summer and we paid a services to file all our tax paperwork for us. So she just had to add it to the childcare expense. She said she wasn't familiar with how that works and she had to ask someone about it. She also seemed to be confused with some easy stuff like how to file out of state W-2 with residency in another state. We should have cut our losses, but we didn't. We were already too far into it. Now started the first wait. Tara said it would be about 3 weeks. Nope. Almost 6 weeks later and no less than 10 ignored phone calls and multiple ignored emails we got our paperwork for review. Me, not a tax pro, took one look at it and noticed it was WAY off. Like, just simple childcare credit stuff was completely ignored. It was more than $5k less than expected. So I contacted Tara MULTIPLE times before getting a response and shared with her my concerns, and she said "Oh, I guess I can file your nanny expenses in your childcare". You guess? You guess?? I am paying a PROFESSIONAL to do our taxes and she has NO idea what the heck she is doing? And to make matters worse, in the response she said "I also noticed your state return didn't compute right, I have to spend some time figuring that out". So lets recap - not only did she MASSIVELY undercut our return, but she MASSIVELY over claimed our state return. And if I hadn't already been expecting a general number, I would have just said it looks fine and had her file it. Two weeks later, its filed. If all that wasn't enough, I had no idea that who is listed first on the return could impact filing, but guess what, it does. For the first time in our marriage, my wife was listed first for some strange reason. I didn't even notice when I reviewed it, but yup, she was. So because that is a change in how our taxes have been filed for the last 15 years, the IRS froze our return and required identity verification. Which, if you aren't aware, is a complete NIGHTMARE that ended up taking us almost 15 weeks, multiple hours on the phone with the IRS, and multiple hours verifying line by line our previous years returns. And its so nice when the IRS tells you "just make sure you are consistent with primary tax payer in the future to avoid identity verification". Noted. So NO. I do NOT recommend PIM. I may not have a recommendation for a Va Beach service, but I will always have recommendation on who to avoid. PIM. Avoid PIM.

Paul was extremely knowledgeable about tax preparation and how it affects active and retired…read moremilitary families. He made it a painless and easy process. I would recommend anyone retiring from the military to talk with him before filling out your retired pay form as well as he can save you from getting that huge tax bill after transitioning. His advice for positioning yourself for the upcoming year and special tax situations was also spot on. Highly recommended and wished I had used him sooner.

I have been investing with Darin Ely and Virginia Asset Group for approximately 15 years. He has…read morehelped me through a lot of life changes, from dealing with my parents finances to most recently helping me with my retirement. Darin put together a plan and lets me know what's going on and what to expect. I need someone to keep in touch with me frequently, especially when the economy isn't doing well. He has been great about matching my investments to what is going on in the markets. I just know he has done a good job for me and he keeps in touch. I definitely recommend him, especially if you are someone who needs your investor to have a lot of patience. At this point, I would say Darin is like a member of the family. Even when he needs to explain things several times, he always is willing. I can't recommend him highly enough.

From the owner: Virginia Asset Group is an award-winning, full-service regional firm that provides a wide range of…read moreinvestment services to retirees, pre-retirees, and business owners. When you select us, you’ll receive personalized attention and customized planning. As members of your community, we make it a priority to understand your aspirations and dreams. We invite you to get to know us, so we may show you what it means to become a part of the Virginia Asset Group family. Securities by Osaic Institutions, Inc.

Karrie Thomas is one of the finest and most knowledgeable financial advisers I have ever had the…read morepleasure of working with, she has managed my retirement account for years and has grew my net worth by plenty. I would recommend her and her staff to anyone. If your looking for financial advise Kerri is the one to talk to.

NAUTILUS IS AMAZING! They helped me when I lost my husband and help make some of the best financial…read moredecisions. Karrie and Nikki are top notch and I would highly recommend them.

I wouldn't trust anyone BUT this Group! Leslie "Adam" Morgan is by far the hardest working, wisest…read moremost committed financial advisor I've had the pleasure of working with!

From the owner: First Financial Group is a complete financial services firm – one of the largest independently…read moreowned businesses of its kind in the Mid-Atlantic region. We provide an unique approach to holistic financial planning for individuals, families and business owners.

I have been doing business with this CPA firm for over 4-years. They are truly Phenomenal and one…read moreof the "Best Moves I Have made." I received a referral from a very respected firm in the area! They go over and beyond the call of duty! They review all documents during my consultation time and make sure all documents are present and if not "WHY and What Changed during the Year for the documents not to be in the package." They educate you on the new tax laws and what is considered a right off and what is not a right off. They keep me posted during the whole preparation time, and when the return will be ready for pickup. Also, if you will owe or not owe and why? They are accessible if you call and ask questions during the year or during tax preparation! They have helped me to get my taxes paid online and everything is complete! You don't have to do anything else. I know they will be there for me and they have been. God Bless all of you and the work you do for me Celia Herron

Worst tax firm I've ever used in the 34 years I've filed taxes. I'd give a zero if I could!! Sent…read morein my taxes in PLENTY of time (3 months before due) to have them fail to file until the 11th hour, do it wrong, then inflate my fees! When I called to address, owner cut me off & never listened to his staff's errors & failures. You are stuck & forced to pay. I didn't even get my taxes done & will have to pay again. Be careful & ask what fees are before you get absolutely TAKEN like I was! I can only speak to my experience but Stewart & Co failed to show me ethics or professionalism. Oh, & he'll fire you if you speak up to what's right on your own taxes! I'd suggest you save your time & money & use another tax firm in Norfolk/VA Bch!!

Took a trip to the office in VA Beach! People are rude, they practically threw me out!read more

This review is for their mobile app Charles Schwab just put in the disclaimer that they are not…read moreresponsible for any losses if you use their mobile app and they have an outage that costs you money how unethical is that .i will not use the app only the browser version which does not require you accept these conditions

Medina at The Select Group is amazing! She was supportive, communicated well, and went above and…read morebeyond to help me work through things that were out of my control. Couldn't have asked for a better manager to work with!

Everything. communication, follow through, they do absolutely nothing. We have been through…read moreprobably six representatives over the years and all but one were useless.