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BEST RATED RICHMOND, VA FINANCIAL SERVICES

3 Best Financial Services in Richmond, VA

Expert-recommended Top 3 Financial Services in Richmond, Virginia. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Financial Freedom Planners™ - Richmond, VA Financial Services
Financial Freedom Planners™ - Richmond, VA Financial Services
Financial Freedom Planners™ - Richmond, VA Financial Services
9+ YEARS IN TBR
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FINANCIAL FREEDOM PLANNERS™

(4.8 Score)
3741 Westerre Parkway, Suite C,
Richmond, VA 23233 Directions

Since 2013

Specialty:

✓ Family and Individual Financial Plans ✓ 401K Allocation and Portfolio Reviews ✓ Education and Retirement Planning ✓ 401 K and 403 B Planning ✓ Income and Benefits ✓ Financial Review and Plan ✓ Asset Allocation ✓ Wealth and Investment Management ✓ Portfolio Management

“Financial Freedom Planners, led by CEO Charles R. Roberts, who developed a solutions-based approach that is better for the client and leads to much better outcomes. Financial Freedom Planners offers the objective, affordable, fee-only financial planning and investment advice you need to get on your path, reach your goals, and achieve your freedom. They do not provide the sale of investment or insurance products, focusing instead on objective, qualified financial guidance. They develop recommendations based on solid experience, thorough analysis, and up-to-date knowledge. Financial Freedom Planners provides you with a list of additional data and information they will require to begin formulating your financial plan. Contact them to schedule a consultation.”

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Price:

Retirement Planning Consultations From $200

Contact:

(804) 277-9734

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Fiscal Fitness Tax & Financial Services, Inc. - Richmond, VA Financial Services
Fiscal Fitness Tax & Financial Services, Inc. - Richmond, VA Financial Services
Best Financial Services in Richmond VA - Fiscal Fitness Tax & Financial Services, Inc. video
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FISCAL FITNESS TAX & FINANCIAL SERVICES, INC.

(4.8 Score)
2650 Hull Street,
Richmond, VA 23224 Directions

Since 1990

Specialty:

✓ Retirement and Financial Analysis Planning ✓ Business and Estate Planning ✓ Wealth and Investment Management ✓ Tax Services ✓ IRA ✓ 401-K and Pension Plan Analysis ✓ Investment Analysis and Strategies ✓ Risk Management ✓ Insurance ✓ Life Insurance

“Fiscal Fitness Tax & Financial Services, Inc has been founded by Derrick L. Alford, who has been providing financial services to individuals and businesses for more than 25 years. Fiscal Fitness Tax & Financial Services, Inc strives to be a premier provider of tax and financial services and strategies by providing valuable counsel and solutions that will empower their clients and community to maximize their resources and financial strength. They believe that everyone should spend more time enjoying life and less time worrying about financial decisions and retirement. Their professionals can help you design a roadmap using the right financial planning strategies to address your questions and concerns, enabling you to live your best life.”

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Contact:

(804) 321-5766

Mon-Fri: 9:30am - 5:30
Sat & Sun: Closed

TBR® Inspection Report:

Covenant Wealth Advisors - Richmond, VA Financial Services
Covenant Wealth Advisors - Richmond, VA Financial Services
Covenant Wealth Advisors - Richmond, VA Financial Services
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COVENANT WEALTH ADVISORS

(4.7 Score)
8001 Franklin Farms Drive, RM 208,
Richmond, VA 23229 Directions

Since 2010

Specialty:

✓ Investment Management ✓ Retirement Planning ✓ Tax Planning ✓ Estate Planning

“Covenant Wealth Advisors is an award-winning independent, fee-only wealth management firm and financial planner. Mark Fonville is the CEO of Covenant Wealth Advisors. He is an accomplished public speaker on investment management and strategy and has spoken across the country at events for the Financial Planning Association, New York Life, Commonwealth Financial, Cambridge Investment Research, among others. Covenant Wealth Advisors helps individuals age 50 plus achieve financial peace of mind leading up to and through retirement. Their wealth management services help individuals enjoy life without the stress of money. They take the time to personalize strategies around your total financial life. They ask questions, listen, and have a genuine interest in people.”

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Contact:

(804) 729-5265

Mon- Fri: 8: 30am - 5pm
Sat&Sun: Closed

TBR® Inspection Report:

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FINANCIAL FREEDOM PLANNERS™ REVIEWS

I had previously used the "Empower!" website to model my retirement plans, but wanted some investment advice on my portfolio, plus some validation so I contacted Freedom Financial. I worked with John over several months, and found that the website, combined with the thorough questions and review provided a much more comprehensive plan regarding my retirement expenses, upcoming goals for travel, vacations, cars, etc., and how it would fit in with my funding. There were many areas that I hadn't thought of in my own planning, and I feel much more comfortable with the outlook after such a thorough review. In addition, John was very pleasant to work with, had a "regular career" prior to financial services so could identify with my experiences, and had a great sense of humor. I highly recommend Freedom Financial and John Condon. (Also, tell John to set up a meeting with me if you'd like to discuss $BTC as part of your portfolio.

I highly recommend Financial Freedom Planners (specifically John) as a financial planner. He is incredibly thorough and professional, consistently providing us with detailed and well-researched advice. His communication skills are excellent, making difficult financial concepts easy to understand- even for a nurse like me without any financial background! Thanks to his guidance, we have been steered in the right direction and feel confident about our financial future. It was actually very exciting! Working with John has been a fantastic experience, and we are grateful for his expertise and support. We feel confident in continuing this relationship for many years to come.

Loved the experience- the tools and feedback definitely outweigh/justify the fees exponentially. Chuck is personable and gets it... FF was able to help me and my family for the long term- they navigated the multiple business owner landscape and offered a solid plan! THANKS John & Chuck!

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FISCAL FITNESS TAX & FINANCIAL SERVICES, INC. REVIEWS

I've been using Fiscal Fitness Tax services for almost 10yrs now, and the service is great. They're very knowledgeable about income tax returns and other financial services. They're prices are very reasonable too. I've never had a wait long to get my taxes prepared since I started going there. Derrick Alfred and his staff are wonderful, they always explain any questions or concerns that you may have.

I had a great experience with Fiscal Fitness from beginning to end. Derrick was professional, responsive and knowledgeable. He was able to answer all my questions fully and filed my taxes according to my timeline. I intend on using their services year after year.

They have been a HUGE help and got me up to date on my taxes that needed to be fixed and completed my amended tax return, which happened to come faster than the ETA given. Definitely will suggest Fiscal Fitness to handle your tax issues.

COVENANT WEALTH ADVISORS REVIEWS

We’ve had the pleasure of working with Covenant Wealth Advisors for several years now, and we couldn’t be more satisfied. The financial expertise of our advisor, Scott Hurt, is extensive and highly valuable. He's always taken the time to explain complex concepts in a way that's easy to understand, and his tips for saving money on taxes have been invaluable. Since becoming clients, he has helped us create a retirement plan that we feel confident will secure our future. Scott is always responsive to our questions, no matter how small, and he never makes us feel like we’re bothering him. We highly recommend his services to anyone looking for a knowledgeable and approachable financial advisor.

I just love these folks! They are a "wealth" of knowledge and have a strong desire to help you to live your life to the fullest with what you've worked and saved for all your life. They're always available to answer any questions and address any problem(s) you may encounter. Can't say enough good stuff about them. Joyce B

Covenant Wealth Advisors has been wonderful to help us plan for the future and retirement. They are excellent at what they do and obviously care about you as a person. I highly recommend them.

TBR® Inspection Score Report

FINANCIAL FREEDOM PLANNERS™ Total Inspection Points: 115/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FISCAL FITNESS TAX & FINANCIAL SERVICES, INC. Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Current Evaluation: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

COVENANT WEALTH ADVISORS Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Business Hours: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10