Anchor Financial Group - Midlothian, Virginia

Address: 5309 Commonwealth Centre Pkwy, Midlothian, VA 23112, United States.
Phone: 8046739070.
Website: anchor-financial.com
Specialties: Financial planner, Financial Advisor, Financial institution.
Other points of interest: Identifies as veteran-owned, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 34 reviews on Google My Business.
Average opinion: 4.3/5.

📌 Location of Anchor Financial Group

Anchor Financial Group 5309 Commonwealth Centre Pkwy, Midlothian, VA 23112, United States

⏰ Open Hours of Anchor Financial Group

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Anchor Financial Group

Anchor Financial Group es una empresa de asesoramiento financiero con sede en Midlothian, Virginia, Estados Unidos. La empresa se encuentra ubicada en la dirección 5309 Commonwealth Centre Pkwy, Midlothian, VA 23112, United States y puede ser contactada por teléfono en 8046739070.

La empresa ofrece servicios de planificación financiera, asesoramiento financiero y asistencia a instituciones financieras. Estos servicios están diseñados para ayudar a las personas y empresas a lograr sus objetivos financieros y a proteger sus activos.

Especialidades

Entre las especialidades de Anchor Financial Group se encuentran:

  • Financial planner
  • Financial Advisor
  • Financial institution

Otras características de la empresa

Anchor Financial Group se identifica como una empresa veteranos propietaria y es accesible para personas con discapacidad en el estacionamiento y la entrada. La empresa también ofrece un baño accesible para personas con discapacidad y es amigable con la comunidad LGBTQ+.

Se requiere una cita para visitar la empresa y se recomienda hacer una cita previamente para asegurarse de que el personal pueda atender a las necesidades específicas de cada cliente.

Opiniones

Anchor Financial Group tiene 34 reseñas en Google My Business con una media de 4.3/5 estrellas.

👍 Reviews of Anchor Financial Group

Anchor Financial Group - Midlothian, Virginia
Kevin H.
5/5

We have been working with Anchor Financial Group for the past two months. We are extremely impressed in how quickly this company understood our needs, educated us on financial planning, and created a game plan specifically for our business and family. Like most people who do not contact a company like Anchor, we had a false sense of security we were making the right moves in investing and preparing for retirement. Have I been educated!! Now with Anchor on our side, our personal business is more secure, including enhancing our benefits package for our employees, and we are personally on track to meet our financial and retirement goals.

Anchor Financial Group - Midlothian, Virginia
Lugene F.
5/5

We have been very pleased with our experiences with Anchor Financial, including financial planning and tax preparation, and feel confident in the knowledge and expertise of Mallory, Elizabeth and Ryan. We 've easily developed a relationship built on integrity and mutual trust, and have received excellent advice and assistance in developing a financial plan for our current and future needs. They treat us with great respect and we have yet to leave an appointment without a positive perspective and the confident knowledge that we can call for any follow-up questions we might have. We highly recommend their services to others who might be looking for the guidance of outstanding financial planners.

Anchor Financial Group - Midlothian, Virginia
Jake A.
5/5

I have been a client of Ryan Leggett's @ Anchor Financial for 4-5 years now... keeping it short and only in a few words, the first characteristics that come to mind are Genuine, knowledgable, prompt, and results-driven. Anchor has helped me build out a SEP and other timely financial vehicles as a small business owner. from my experience, and if you value character and results as much as I do...

This review is for Ryan Leggett. I do NOT endorse Brandon Thomas who is with Anchor, he is not the same.

Anchor Financial Group - Midlothian, Virginia
s G.
1/5

I chose them to do my self employed tax credit and agreed to pay them %20 fee out of my tax credit just because they promised to pay me ADVANCE credit in 15-20 days , now it's been 55 days and there is no advance ! and they never answer the phone !
It was a lie to trap people to do a simple paperwork for %20 fee Which in my case is $1200 fee !
They are fraudsters and I'm sure soon there is going to be a huge class action lawsuit against them.

Anchor Financial Group - Midlothian, Virginia
John M.
5/5

I have been with Anchor for nearly 3 years now and this place is top notch. I am using them for accounting services (6 businesses and personal), life insurance (term & whole life) and retirement planning/financial services. Ryan is the person I deal with most often and he met with me on multiple occasions when we were getting started to really plan out a comprehensive plan for my personal situation. I now am well insured and have peace of mind for my young family. Oh, and my Roth accounts have over doubled in the time that he has been managing them. Ryan is really a brilliant guy that has his clients best interests in mind. Couldn't be happier!

Anchor Financial Group - Midlothian, Virginia
K C.
5/5

I've been lucky to see all sorts of growth and change with this young company. I've read all the reviews and all I can say is from the top down, I get a smile with my service, if I need something I get an answer FAST and ACCURATELY. I find Anchor to be a class act as well as an incredible thought leader in insurance, investments and tax mitigation strategies. I refer my friends and family from all over the country to work ONLY WITH ANCHOR. I'm not sure how much bigger praise I can give than that.

Anchor Financial Group - Midlothian, Virginia
David W. M.
5/5

I have been fortunate to have Anchor manage my retirement. They are a full service organization. Need to have a last will created? They can do it. Need to find a good Medicare Advantage Company? They can do it. Need to have complicated taxes done? They can do it. With what is going on currently in the market, you want a business that is up to date and be able to make smart decisions on your behalf. For all of these reasons and more, I am glad I chose Anchor!

Anchor Financial Group - Midlothian, Virginia
Ashley K.
5/5

Anchor Financial is incredibly top notch. They are by far the most knowledgeable and thorough financial services company I have encountered. I'd refer business to them in a heartbeat. Don't bother going elsewhere - they'll take great care of you and your family here.

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