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.

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.

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

Highly recommend working with Tim. Tim is polite, knowledgeable, and hassle-free. He set me up…read morewith my original policy, and just helped me obtain a new policy (original insurance canceled).

There are not very many Insurance and Security Sales People in this 757/Hampton Roads area that…read morework AS HARD and are as kind, helpful and caring fb as Tim. I love the fact that he so knowledgeable and knows more than any Insurance Agent I have ever worked with. If you want to work with someone that will completely have your best interest in mind and communicate with you thoroughly every step of the way then Tim Jonquist is the Man!! With the plan!

A website that cannot take my social security number in a basic input is inexcusable to me as both…read morea loan holder and a software developer. UPDATE: I called customer service. "Invalid social security number" is simply a misleading error message. In our case, the transfer of data from Quicken (including the release of SSN) won't complete until after the effective date of the transfer. Then we will be able to make an online account. I am hoping the 60 day protection period ("expected and normal", per phone rep) for this transfer will mean that a naturally late payment (through no fault of our own - I cannot pay online without an account!) will indeed work out, and that the rest of the transition will be smooth. But as you can see, I am already a bit cynical. I will try to remember to update this review if things improve, though (with the caveat that a star will ABSOLUTELY be lost if there are extra fees for the convenience of paying online. This is 2020, folks. Paper is dead.) On the brighter side, our representative was very clear and kind.

Loancare is costing me an ADDITIONAL $1100 along with getting another mortgage payment from me…read more(today was supposed to be the closing date on my house!!) but since this business operates like it's run out of a basement, we now have to pay for a rate lock extension for our Buyers so we don't lose the sale of the house. I said I would escalate things as high as I need to, and I know follow through is something no one at Loancare is familiar with, but they will all get to see what that actually looks like. I already filed an official complaint with the CFPB and am actively exploring any and all other avenues. 0/5 stars. Loancare is a nightmare to deal with and their incompetence forced me to file an official complaint with the Consumer Financial Protection Bureau (CFPB) due to their absolute negligence. I had a partial claim that was done for deferred payments during Covid in 2020 and now that I'm trying to sell over 6 years later, turns out they never sent the claim to HUD so the closing company can't get the required payoff statement. Almost 2 weeks of getting the runaround from their under-trained phone call reps saying "they don't send that to HUD" and "the county is supposed to send that to HUD" (spoiler alert, that is NOT their responsibility) to now they seemingly have figured out after almost daily calls that it IS their job to do that, they may have delayed my closing by 4-6+ WEEKS. Which means they can now get even more payments and interest from me, smells like fraud doesn't it? I'll ask a lawyer. Twice they seemingly opened a case and had someone working on this and it looks like each time it got assigned the person went "I don't know how to do this and/or this isn't my job!" and closed it out despite me sending ample explanations/documentation, of course I never got a call or message about it. It's not my problem Loancare didn't do their job nor is it going to be, if I don't get a call back from your Resolution Team like they stated to me on their recorded line, I will escalate this as high as it needs to go.

Very persistent selling strategy. Will not leave if you don't set an appointment or buy any policy…read more The least they expect is 100 dollars from you for signing up for some so called associate. Should not be allowed to be in business. They are not looking out for your good, only their numbers of recruits. I've seen other multi level marketing companies but none as worse as this.

Great Company! Great products! Great Leadership! Great System! But it only works if you do. It's…read morenot get rich quick. It's an opportunity to truly build something with a group of people that have common goals and that takes work.

We had a great stay at Sandbridge. Our check in was smooth, the house was outstanding and as…read moreadvertised. . We are definitely coming back and stay again. Thank you

Booked "A Slice of Paradise" through Sandbridge Realty by VueStay Vacations for a family group of…read more15, July 4-11. The shower valve malfunctioned and wouldn't shut off, draining all the hot water in the house. The plumber who came out at 10 PM on July 4th (who said he was the local operations manager) ended up removing the showerhead to fix it, and told us support was routed to people who were "a world away" and couldn't help. We were deferred between guest services and a local team that ghosted our refund request entirely. When they finally responded, they never acknowledged that the fix required shutting off water during an active stay. We had to demand relocation for our whole group. VueStay called it a "massive disruption" for the plumbing failure in writing, but still hasn't given us a refund figure after four follow-ups. Would not book again.

If you're looking for the BEST PRICES and admirable insurance brokers that will provide you with…read morethe best services and treat you like family then Epps Financial is where you want to go. Changed the process and experience of finding great health insurance for a great price for me.

Epps not only got me affordable coverage I didn't think I was eligible for, they dealt with all the…read moreheadaches of dealing with the insurance companies. I would recommend them to anyone.

We used Seashore Title in Virginia Beach to close on both house we sold and house we bought…read more Easiest closings ever! I'd recommend Laura and her company to anyone looking for a title company.

Seashore Title in Virginia Beach is a great company. They were very understand with the issues…read morethat came up with my closing and was patience and kind. I would recommend this company to my friends and family. The Hines

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.