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8:30 AM - 5:00 PM
3464 Lauderdale Drive, Richmond
Financial Advising
“We've known Tom personally for awhile and recently engaged him professionally as our financial advisor. It was evident early on that Tom is passionate about what he does and about his clients. He didn't hesitate to roll up his sleeves, thoroughly reviewed our portfolio, and explained things in a way that made it easy for us to understand. Tom's interest in our personal goals has helped shape our "strategy"; he's always challenging and educating us on different ways we can use and leverage our resources today to get the biggest impact. Truly a pleasure to know and work with him! TEN Stars.”
“I have been working with George Garner and his team for several years and couldn't be more pleased with their service, knowledge, and commitment to the customer. They are a rarity in the world of CPAs where you the customer are more important than the fees you pay them.”
“Mike is very professional, likable, and easy to work with. He has handled our taxes and financial needs for decades. I strongly recommend him. I trust him implicitly.”
“Recently, I had transitioned from TD Ameritrade to Charles Schwab and I came in today to close my account. Susan at the front desk was so nice that I’ve decided to keep my account with CS. She really made my day!”
“I out of my opinion think that the workplace is nice and has good customer service my mom works here and I know they work very hard so please remember that I have be and seen how hard they work and I know the people there which have long shifts and hard hours to help others and no one told me to write this but please just hear this from someone who does not see it from the outside but the inside”
8:30AM - 5PM
3951 Westerre Pkwy #260, Richmond
Financial Advising
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“Mr. Sylvester has been handling my retirement funds for years, he is quick to contact me if changes may be in my best interest. His personal investment in my future is very apparent! I have seen great rewards because of his judgment! I referred my daughter to him and she feels completely confident that Scott has her investments for her future totally in check. I would highly recommend Scott for a personalized experience, both grandparents, parents & children.”