Best Financial Advisors in Virginia Beach, VA

“He has extensive knowledge of the State of Virginia and Federal tax codes, and practices accounting with both individual and family perspectives in mind, including maximizing income/ wealth preservation for the current and future generations of your ...”

“From my simple return of a grocery store manager to my more complicated business ventures of owning a tractor trailer over the road in the 48 continental states.”

“During the annual review sessions, Kenny continues to answer questions in terms we can understand, to take our risk tolerance and values into consideration, and to keep our best interests in mind.”

“From monthly bookkeeping to the CFO strategy sessions, Alison's team is great at keeping us on task so we can concentrate on our important revenue generating activities.”

“I rolled all of my 401 k money into one of their programs and have seen my retirement money grow, and at the same time, be secured from drastic downside drops.”

“We left our first consultation feeling more confident in our current situation and excited to prepare for our financial future together.”

“They are very knowledgeable, quick to listen, and offer sound advice.”

“I am extremely pleased with his guidance and how he handles my money.”

“The primary concern that many of our clients have is whether or not they are on track to accumulate enough wealth to meet their retirement income goals. In an effort to effectively serve the firm's clients, the CFM team takes a comprehensive approach...”

“Failure to develop and follow a disciplined approach to investing can potentially lead to increased anxiety, and likely, inferior investment performances.”

“Mission Statement: We help military servicemembers, veterans, and their families plan, pursue, and maintain financial independence by putting their money to its best and highest use both today and over the long term.”

“It's hard to find the right person or group of people who share similar values when planning for the future and the knowledge and education they provided made me feel more confident in what lies ahead.”

“I highly recommend him for your financial needs!”

“I've been working with Connor for a few years now to be prepared for retirement and he has provided excellent resources and direction to ensure I'm well prepared.”

“Best Financial Company in American History”

“While I wasn't unsatisfied I wasn't totally satisfied, the product may be for certain folks and I am sure Frank will let you know who you are!”

“I would recommend the firm to a business owner who wants a financial counselor who can help you on the value of your numbers, your cash flow, and how it affects your business.”