Financial Planners in Glen Allen

“Professional, personal and proficient. Summit has seen us through twenty years of planning including an international move, tax law changes, college funding, retirement, and all of life’s financial challenges. We are in great shape for whatever the future holds because of their diligence and suggestions.“

“The consummate team of professionals who put the needs of their clients first. Using a Virtual Family Office, Kotini & Kotini bring a cadre of experts from around the country together to help you identify problems and opportunities. The work diligently to solve the problems and take advantage of the opportunities. Whether it is tax, investment, asset accumulation, of risk management, the team at Kotini & Kotini are there for you.“

“My wife and I have been with Jen Rose and True North Advisors for years. They have guided us through the and bad times in the market. We have done very well based on their advice. One thing we really like is that they do their homework, provide reasonable options, give easily understandable explanations all without any sort of pressure or pushy agenda. They are friendly, accommodating, and willing to go the extra mile to make you comfortable and find great outcomes. We highly recommend this stable and solid company.“

“Friendly, knowledgeable, and transparent. I am nothing short of impressed with the team at RVA. Strongly recommend.“