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.

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!!

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.

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.

Abby was great at addressing my budget and establishing a savings plan. She has allowed me to pay…read moreoff my car early, contributing more to retirement and saving for fun. She really focused on just clarifying and paying attention to where my money was going and wasteful spending. It has been a fantastic experience and I am much more financially secure.

From the owner: Simple U helps individuals achieve their financial goals. If you are living paycheck to paycheck…read morewe can help you feel more comfortable with your finances. If you don't have a specific savings plan, we can teach you how to save for an emergency or special occasion. If you need help with paying off your debt and don't know where to start we can help you develop a plan. Contact us today!!

I closed on my home with Priority Title and Escrow on July 9, and the experience was deeply…read moredisappointing. At closing, they were responsible for sending payoff checks to my creditors. Instead, they mistakenly sent those payments to the seller -- a VERY odd mistake. While we had a landlord-tenant relationship, my personal financial obligations were none of his business. This was a clear breach of my privacy and extremely unprofessional. Because of their error, I had to pay out of pocket to overnight the payments myself to avoid late fees. When I asked for reimbursement, I was given weeks of runaround: three separate promises of a call back that never came, and a month later I finally received a short email denying responsibility. I was told that it was MY choice to overnight the payments however those checks were to pay my creditors IN FULL and I thought they had taken care of it; their due dates were fast approaching and late payments also can affect my credit so I had no choice but to overnight them! Home buying is stressful enough without this kind of negligence and lack of accountability. Instead of professionalism and resolution, I was left footing the bill for their mistake and dealing with the fallout of my private financial information being shared. I would strongly urge anyone considering Priority Title and Escrow to think twice and consider whether this is the level of care and accountability you're comfortable with.

I've closed on 12 homes in my life. I have never had a problem with the title company. The shorter…read morelist to post is what they did right. That would be ABSOLUTELY NOTHING. THE title officer Suzanna should not have a job. She didn't return phone calls, she blamed me and said I only called one time. I told her I had the calls on my phone. Then she shut up and attempted to move on. She then screwed up the closing costs. Did not give us credit for the $10,000 earnest money, Suzanna then wrote the deal in our personal names, instead of the trust. Then said it was my fault because I did not send in the trust page for filing. I told her I had a copy of the sent email to her. She then dropped that complaint and miraculously found it. Then said she had not received the loan docs and that's why it took so long to get the closing statement. I laughed: and told her the closing statement showed CASH DEAL IN LARGE LETTERS. Then she blamed my agent for sending me the closing statement as it was preliminary. I told her preliminary or not. Way too many mistakes!! Again she blamed the agent!! Are you getting a sense of how this person Takes responsibility for mistakes??? It gets better. The closing statements and wire instructions showed up on Thursday late afternoon for a Monday morning closing. Had I not demanded the information I would not have received it with enough time to get the money wired and confirmed before closing. It gets better. We go to closing: an innocent woman was our closing person. A woman we had never met or talked to. She was very kind. Then she started handing out docs for signature. Can you believe they handed us recording documents showing the home would be titled in our personal names and NOT THE TRUST!!! Then she came out with the title in the trust name but misspelled my last name and name of the trust!!!! She then left for 15 minutes. Came back with the correct names and trust name. She told us she had just picked up the wrong document. She was gone too long to have not redone the document entirely. You will never convince me Suzanna had not screwed up again and this poor woman was taking the fall!!! Oh. There is more. Are you still with me? Next late afternoon after lighting a fire under them, we received the sellers packet with title signatures. I bet you know what happened the sellers agent and title company were given the document with wrong spellings!!!! I so wish I could curse for emphasis. I did then. I'm sure they would have recorded the deed in the wrong name had I not lost my mind. Suzanna said it was the other title companies fault for selecting the wrong document for signature. The sellers had to resign the corrected document. A title company is supposed to get things right!! That's what you pay for. At this point I don't trust the title to be clean. They screwed up everything else. And I mean everything. Do not let anyone point you in the direction of Priority Title. I'm not sure what takes priority at that company. They remind my of our Yorkie. An accident happens when he shits outside/ vs inside.