Chesapeake, VA Financial Planners

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5. M G M Financial Services PC

(1)
BBB Rating: A+

948 Copper Stone CirChesapeake, VA 23320

(757) 547-2545

Please be careful before using MGM Financial Services, LLC tax services. Not only was the service bad, but it harmed me financially. I’m reaching ou…

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6. Wells Fargo Advisors

999 Waterside Dr Ste 1800Norfolk, VA 23510

(757) 622-8261

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, ser…

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Ramiro Sepulveda Jr - Ameriprise Financial Services, Inc.

7. Ramiro Sepulveda Jr - Ameriprise Financial Services, Inc.

870 Greenbrier Cir Ste 401Chesapeake, VA 23320

(757) 648-8840

From Business: The advisor listed is an Ameriprise financial advisor in Chesapeake. Comments are not verified, may not be accurate and are not necessarily representative of the …

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8. Merrill Lynch Wealth Management

999 Waterside Dr Ste 1100Norfolk, VA 23510

(757) 446-4000

From Business: Welcome to Merrill Lynch in Norfolk, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and i…

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9. BB&T Scott & Stringfellow

500 E Main St Ste 300Norfolk, VA 23510

(757) 446-6800

From Business: Retail branch offices staffed by Financial Advisors who offer guidance and advice to clients regarding financial goals, education planning, financial planning, re…

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10. Old Point Trust & Fncl Svc

580 E Main St Ste 100Norfolk, VA 23510

(757) 325-6120
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11. Wealthquest Financial Service

150 W Main St Ste 1860Norfolk, VA 23510

(757) 533-4150
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13. TIAA Financial Services

BBB Rating: A+

999 Waterside Dr Ste 2525Norfolk, VA 23510

(866) 842-2044

From Business: TIAA’s Norfolk, VA location is a satellite office staffed with a team of wealth management advisors who are available by appointment only. Advisors help clients p…

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14. First Command Financial Planning

1214 Progressive Dr Ste 200Chesapeake, VA 23320

(757) 548-9972
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15. Lincoln Financial Group

860 Greenbrier CirChesapeake, VA 23320

(757) 596-3276
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16. Honeycutt Financial Financial Planning

676 Independence PkwyChesapeake, VA 23320

(757) 962-7522
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17. C L P Financial Group Inc

1403 Greenbrier Pkwy Ste 285Chesapeake, VA 23320

(757) 366-5242
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18. Clp Tax Advisory Group

1403 Greenbrier PkwyChesapeake, VA 23320

(757) 366-5242
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19. Wood's Financial

BBB Rating: A+

129 Hanbury Rd W Ste 103Chesapeake, VA 23322

(757) 482-0291
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20. Norton Capital Management Inc

999 Waterside Dr Ste 2206Norfolk, VA 23510

(757) 623-1200
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21. Waypoint Advisors

999 Waterside DrNorfolk, VA 23510

(757) 383-6000
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22. Mark A Compton & Co

999 Waterside Dr Ste 1835Norfolk, VA 23510

(757) 351-0741
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23. Dominion Tower Financial Assoc

999 Waterside Dr Ste 2410Norfolk, VA 23510

(757) 640-0128
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24. UBS Financial Services

1 Commercial Pl Fl 15Norfolk, VA 23510

(757) 622-1321
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25. Perrine Investments

101 W Main St Ste 4300Norfolk, VA 23510

(757) 961-6336
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26. Courage Partners

101 W Main St Ste 720Norfolk, VA 23510

(757) 390-3100
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27. Davenport & Co

101 W Main St Ste 4000Norfolk, VA 23510

(757) 314-3600
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28. Hampton Roads Ventures

201 Granby St Ste 230Norfolk, VA 23510

(757) 531-7161
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Helpful Reviews 
M G M Financial Services PC
C P. rated

Please be careful before using MGM Financial Services, LLC tax services. Not only was the service bad, but it harmed me financially. I’m reaching out to warn everyone is because MGM/Ms. Mattison was contracted to prepare and electronically file my 2014 taxes – she forgot to do it. This mistake cost me over $5000.00 in penalties and interest for both the Federal and State tax returns. The only reason I found out about the mistake was because my wife and I tried to re-fi our house and during the processing the mortgage company told us we never filed our taxes in 2014. Now, I had documents provided by Ms. Mattison indicating otherwise, so I was a little shocked by this revelation. I reached out to Ms. Mattison who said she would look into the matter. Later, she contacted me and said she just filed the taxes (in February 2016) and requested an abatement for any penalties and interest. She insisted every taxpayer gets at least one abatement in their lifetime and it would not be a problem. She never explained why the taxes weren’t file on time. After several months of dealing with IRS and State officials (one of the reasons I contracted with a tax “professional” was so I would not have to deal with them) the abatement was denied and as I said earlier, over $5000.00 in penalties and interest were levied. Ms. Mattison agreed it was MGM’s mistake and that she should pay at least the $2557.00 “failure to file” penalty from the IRS, but pointed out her contract limited any damages to her fee, in this case $540.00. Several more months go by and I never receive anything – email, letter, payment, etc. I ended up suing MGM and Ms. Mattison in court. During the proceedings, she acknowledged she forgot to file the taxes. The judge ruled in my favor.

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