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.

This company is horrible. I have been trying for two weeks to get my money back. Have called about…read more6 times now. Asked for a manager several times. They leave you on hold. Not one manager has attempted to call me back. Trying to steal about $9000 from me. On the fifth call they told me oh you need to fill out the application. I didn't fill out an application for you to take my money. I closed an account with Robert Hancock two days after my first call to Fidelity. I got that money last week no problem. Fidelity is stealing. Still no manager has contacted me. Calling the BBB.

TitleQuest More like extremely difficult side quest. This…read moreplace goes out of its way to make your life difficult. First, they have you drive 30 mins for signing, which is to be expected. At this point for weeks you've been working with person A. Well they send in person B to handle your signing. Person B is a used car salesman that rushes through every document and gets annoyed when you question the docs. But you sign and leave. But that is when the real quest begins. Then they call you at 4pm (they close at 5) to tell you that they forgot a document and you have to come back. Fine, you make it work and drive another 30 mins. They tell you to come back between 3 and 5 the following day for your check. The next day you show up at 3 and they tell you "oh, we don't have your check" and that you'll have to come back tomorrow. You ask to speak to person A and she shows up and tells you she will personally call you the next day when your check is ready. But you've now wasted $50 worth of gas because they can't get their stuff together or communicate properly. The next day comes and you get an email, NOT a phone call, that your check is "up front". You arrive to get your check but it's not up front so you end up waiting. You then have to ask for a copy of all the documents that you were told you would be sent but weren't. Avoid at ALL costs.

There's a reason this Title Settlement Company has been the BEST OF HAMPTON ROADS for Years!!!…read more Most Professional and knowledgeable when it comes to Purchasing, New Construction, land development, Refinancing, Selling and Title Searches. Best Title Company there is! The closing fees are super inexpensive for the Superb Services they provide. They truly care about the quality and experience the communication with ALL parties involved (Realtor, Lender, Buyer, Borrower & Seller) is completely astounding! Go to their website and get an easy quote: http://www.titlequest.net/tqcalc/ Call their Sr Sales Executive on her Cell: Angie 757-288-7306

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 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.