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“About 3 years ago I was to get $1 through HR Block and was to pay $500 to file. I walked in Merlin's office and he fixed the same paperwork to get me over $4000 back. Every year since i come back to their office and they keep knocking it out of the park. Great service, great people and they know the right questions to ask. Lifetime customer! Thank you XpressCPA”
“I was looking for a Financial Advisor who specialized in retirement planning and being a fiduciary was an important factor for me, which is exactly what Paige Fraasch offers. Paige and her team are extremely professional, polite and friendly (their coffee rocks?)If you are looking for a Financial Advisor who tailors to your needs, I highly recommend speaking to Paige and her team first!!My sincere appreciation.E.Zyganska”
8:00 AM - 5:00 PM
701 Town Center Dr STE 902, Newport News
Financial Advising
“Edward James was who we were directed too from a friend at work . We met several times, then decided to transfer our 401 K to their care. I have nothing but wonderful things to say. They are easy to understand, the investments make sense to me, the diversity in the package gives us a sense of stability. The office is friendly, very helpful, and offers a class once a month on different subject related to your personnel finances.”
8:30AM - 4:30PM
2110 William Styron Square S, Newport News
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I was fortunate to have been referred to Stephanie about 1 year ago through a close friend. We met at her office in Poquoson and had a thorough conversation about my goals, investment experience and expectations. This was very important to me because my previous advisor was just selling me and not listening to me. Stephanie listened to my needs and created a personalized strategy. She made it very clear that the best way to be successful is to communicate with each other. We meet once a year for an annual review, but during the year she will contact me about potential opportunities that could enhance my portfolio. I am so grateful to have met her. I own small business and have finally got to the point that we could set up a retirement plan for our company.”