Investing in Virginia Beach, VA

“As in marriage, the most important quality to look for when allowing an investment firm to manage one's life savings is trust. I've had other financial managers but left them because I didn't feel they had my best interest in mind. I knew as soon as I met David Abbott that I had met the ideal financial planner. My favorite expression of his is: "You've worked hard all of your life for your money. Now let your money work for you." After signing on with Charles Schwab, he ensured that he understood what I wanted out of my investments and chose a portfolio manager that created the perfect blend of investments that were in keeping with my goals and strategy. He is so dedicated to my interest that it was he who (finally) convinced me that I had more than enough to comfortably retire--so I did and I've never been happier. Unlike other managers I've had, David was quick to point out that he does not work on commission so there is no "motivation" for him to steer me into instruments that pad his income. That coupled with Schwab's competitive (if not the lowest) rate structure made moving all of my investments under him one of the easiest decisions I've ever made. If you want to watch your money grow while having peace of mind, give him a call. You won't be disappointed.”

“This is my primary investment firm and I've been here for in-person meetings with my advisor a couple of times.Parking is easy - there is available 2-hour street parking parallel if you can find it - if not, there is always some available in the nearby lot attached to West Elm and you can walk through the pass-through to get here in 2 minutes.This is a newer office - opened just before the pandemic - and is spacious and clean. Offices are nice and the receptionist with greet you and offer some refreshment as you wait for your appointment.”

“Excellent investment company offering broad range of investment services. The training program at Merrill Lynch is excellent for new advisors studying for their licensing to become a broker. Merrill offers investment products as good or better than anyone in the financial services industry. This is a great branch of Merrill Lynch, and I would recommend it to anyone.”

“This bank is like a small hometown bank, I am ALWAYS greeted by name and whatever business I have to do they always make it quick and easy. In addition the staff stays the same and I really like that. I highly recommend this branch of PNC Bank!”