Financial Advising in Richmond, VA

“Very knowledgeable about business and personal taxes. Great communication with constant updates and full explanation of my taxes. The process was very convenient and painless. Would highly recommend!”

“I have been with this company for over a year I believe and I start in the low 400’s but when I say I am almost to the 600’s I feel so good and I think this company so much and especially bits owner T. birdsong. So if u need anything from credit to taxes this is the best company to go thru monthly fee is not high and grantee to be satisfied.”

“The Richmond office is easy to get to with plenty of parking. The office space is nicely furnished, but I now use Zoom services several times a year. I not only enjoy the professional expertise of all those I work with; I really enjoy the personal relationship I have developed over the 18 years that CWA has been advising me--through widowhood, college education, and pre-retirement planning. Scott Hurt continues to advise me in my retirement years, always looking to make sure my present needs are met--and projecting future needs and how to address them when the time comes. I look forward to continuing this relationship, as does the rest of my family who each have their financial accounts here.”

“We had a weird error on our 2022 taxes that needed to be fixed for us to be in good standing for the following years. Donnie and Kim made themselves overly available to fix the error, while also providing resources to help us get 2023 taxes together.

If using the services with Accounting Accuracy, I would recommend taking them up on bookkeeping and tax preparation, as having these things integrated can prevent the issues common to shopping around without locking in on a trusted provider. I believe these connected services also make it much quicker to expedite solutions when errors are found.”

“I recently had the pleasure of visiting Virginia National Bank, where I experienced truly outstanding service from the two clerks at the front desk. From the moment I entered the bank, I was greeted with warm smiles and a genuine willingness to assist me.

Both clerks demonstrated exceptional professionalism and efficiency. They were knowledgeable about the bank's services and products, and they took the time to listen attentively to my inquiries. Their patience and willingness to explain complex banking processes in a clear and understandable manner were truly commendable.

Moreover, the clerks at Virginia National Bank displayed remarkable teamwork. Despite the busy nature of the bank, they collaborated seamlessly to ensure that each customer received prompt and personalized attention. Their ability to work together efficiently contributed significantly to the overall positive atmosphere of the bank.

Overall, my experience at Virginia National Bank was exceptional, thanks to the outstanding service provided by the two clerks at the front desk. Their professionalism, efficiency, and teamwork are a true testament to the bank's commitment to customer satisfaction. I highly recommend Virginia National Bank to anyone in need of banking services.”