Leesburg
PBMares, LLP
20.37
20.37
Overview
Align yourself with an independent, fiduciary wealth advisor who can help you identify your most important goals and build a plan to achieve them.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Onsite services
Appointments recommended
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Pricing
Quality
Overall
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The business has a decent location, with wheelchair accessibility features such as a restroom, parking lot, and entrance. The description suggests that they provide independent wealth advisory services, which may be appealing to clients seeking personalized planning. However, the overall rating suggests some issues with the business.The services are limited to on-site services, and appointments are recommended. The working hours seem standard, but the fact that they are not available on weekends might be a drawback for some clients.The presence of co-brand PBMares, LLP may indicate some stability in the business, but it does not necessarily impact the overall experience of clients. The average third-party rating is relatively low at 1.8.The feedback from clients is not overwhelmingly positive, with several complaints about non-responsive staff, slow service, and high fees for poor service. There is also an issue with client communication, as some clients have reported difficulty in getting in touch with their advisors or resolving issues with their accounts.It's worth noting that there are no issues with the business's pricing, as it has received a relatively high score of 4.0. However, this is not enough to outweigh the concerns raised by the clients.
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Hours
Closed
Thursday
Friday
Saturday
Sunday
Monday
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Wednesday
Categories
Financial Service
Accountants
Certified public accountant
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