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

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.

It started well but in the last year Carlson made 1 trade in 700K portfolio that i did not…read morespecifically send email to initiate. Upon the yearly review I asked my advisor why I had so much cash in the accounts not getting invested? the response was I see that is a lot of cash. So in reality NO ONE was managing the accounts. I have moved to a different managing company but I am feeling challenge to recover the management fees is what I will do. I feel the fiduciary protections can be challenged.

I have had nothing but positive experiences with Carlson Financial. My portfolio has never looked…read moreso good and I was able to retire with the comfort of knowing I am ready for this financial chapter of my life.

Thank you to Blanca at the front desk for professional, friendly and thorough service when I…read morestopped in today. There were a few items I needed to take care of which were slightly more complicated than I anticipated but Blanca walked me through each step of the way, ensuring everything was fully resolved before I left this branch. My young daughters were along and made to feel at home in the lobby on a comfy couch, enjoying courtesy snacks & drinks from the refreshments bar. This is such a welcoming Schwab location, it was definitely worth the drive.

Blanca is amazing. She is fast, knowledgeable, patient and really takes good care of you. I wish…read moreall customer service would get trained under her. She really sets the bar high. Simply amazing.

I've been working with Yes Life and Cory for a few months now and the honesty and transparency has…read morebeen an unbelievable experience. Cory has made time for me and my questions and has provided research at times that I needed long term financial questions resolved or important decisions made. I've transferred my 401K, discussed credit card debt theories, questions about my taxes, and managed my student loan questions through Cory. He brings options and suggestions to the table and provides supporting analysis that allows the smart decision to be made. Overall Cory is relatable and has a wealth of knowledge that creates the perfect combination of personal financial security. I look forward to Cory making me more money than I can ever count!

From the owner: Voted best Financial Planner in Richmond, VA by Style Weekly…read moreVoted best Financial Planner in Richmond, VA by Style Weekly Could you imagine driving somewhere new without a GPS? Probably not. We're like a GPS for your finances. We help you identify a destination and give you the turn by turn directions to get there. We work with you one-on-one to help you plan wisely so you can enjoy the smaller (and finer) things in life. We specialize in Tax & Investment Advice, Retirement Planning, Estate Planning, Education Planning, Cash Flow Management, Budgeting, Debt Reduction, Credit management, and financial planning. We have a 100% personal client retention; no personal client at Yes Life Financial has moved their accounts to another firm. Yes Life Financial offers no products whatsoever.

I met Ryan through a friend at a dinner. I was expecting a hard sell but Ryan and Justine and I…read morethink Tammy were friendly no selling. I asked for them to call me they did and while I am not a big investor they took me on and have helped me learn how to achieve goals on my level of comfort. They are all great and so friendly and helpful. I never feel like I am not important. Keep up the good work! Plus my portfolio has gone up compared to the last place I was using where each month I lost money!