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“Lady inside at front desk was attentive, respectful and quick to assist. The proctor was also respectful and pleasant. Both kind and easy to approach. Smooth process. Although it was busy they checked me in. Just have to be patient if it’s busy.”
“I had a problem (totally my fault) regarding stock I had attempted to transfer as Christmas gifts to our grandkids. To make a long story short, Susan at the Glen Allen branch was great working things out...and she even called me after hours. She's A+ in my book.”
Investing
Investing
Investing
“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.”