Vested Partners - Salem, Virginia

Vested Partners

Vested Partners is a highly-regarded financial services firm located at 300 E 2nd St, Salem, VA 24153, United States. With a phone number of 5403896060 and a website at vestedmfo.com, they offer a wide range of services including estate planning, elder law, financial consulting, and investment advice. Their specialties include being an estate planning attorney, elder law attorney, financial consultant, financial planner, investment service, and life insurance agency.

Some key points of interest about Vested Partners include that it is a women-owned business, offers online appointments, provides on-site services, has wheelchair-accessible facilities like a parking lot, entrance, and toilet. Appointments are recommended and there is free street parking available nearby. With an impressive 48 reviews on Google My Business and an average rating of 5/5 stars, Vested Partners clearly delivers high-quality service to their clients.

Whether you need assistance with estate planning, elder law, financial planning, or investment advice, Vested Partners in Salem, VA has the expertise and commitment to excellence to help you achieve your financial goals. Their knowledgeable and friendly staff are ready to provide personalized solutions tailored to your unique situation. Don't hesitate to contact them today to schedule your appointment and take the first step towards a more secure financial future

Key Information:

• Specialties: Estate planning attorney, Elder law attorney, Financial consultant, Financial planner, Investment service, Life insurance agency
• Address: 300 E 2nd St, Salem, VA 24153, United States
• Phone: 5403896060
• Website: vestedmfo.com
• Points of Interest: Women-owned, Online appointments, On-site services, Wheelchair accessible facilities, Free street parking, High Google ratings

👍 Reviews of Vested Partners

Wendy M.

5/5

My estate planning process needed to be updated and I chose Vested Partners based on recommendations from friends. Robyn Ellis and all of her staff were very thorough and easy to work with, asking pertinent questions and providing forms easy to complete for the preparation process. They were able to address some unique issues in a very calm and supportive manner, including a phone conversation with my named executor who lives in a different state, to answer his questions. They made an emotional experience easy to navigate. Robyn Ellis listens well and offered reasonable alternatives. She is very knowledgeable and made the process smooth. I could not have asked for a smoother procedure and would recommend Vested Partners with no reservations.

Melissa H.

5/5

Robyn has been incredibly helpful in helping me deal with my wife’s estate. She helped me figure out whether or not to sue the hospital, and provided essential information that not only eased my anxiety, but helped me financially. I am very grateful to her and her firm. M. Howell

Sue S.

5/5

Vested Partners was recommended to us by our daughter, We had no idea how to begin planning for our future, Robyn provided expert advice to help us decide what was best for our family. She and her staff were professional and worked to put our plan together in a timely manner and at a reasonable cost. Thank you for your support! The Seaman's

Terri H.

5/5

Robyn Ellis is a nice person to work with.She was very informative and she answered all of our questions and took time with us to do that.
I definitely would recommend her.

Cathy J.

5/5

Ms. Ellis has provided us with excellent legal advice and guidance for over ten years! She consistently provides very clear explanations, educates us at every step, and is caring and sensitive to our many questions and concerns. Her diverse knowledge and experience is so evident. We highly recommend her!

Steve N.

5/5

We have been very satisfied with the work that Vested partners have done for us. They went through our concerns and needs with empathy, and ensured our needs were met quickly and in an understandable fashion.

R B.

5/5

Robyn was a pleasure to work with. She provided information that is very valuable to my family. We appreciate our time with Robyn. Highly recommend you visiting her for you loved ones needs.

Jennie S. M.

5/5

I really did not want to update my will, but Vested Partners made my update professionally and correctly. They explained to me the various terms. I knew their names, but needed more help with clarification of their meaning. The support and team spirit of all involved was amazing to experience. They are thorough, great time managers and provide a hospitable atmosphere with tasty coffee and tea. The office is just so upbeat with the old and new renovations. You can tell a lot by the great healthy plants that are seen throughout the office. I have and will certainly refer people to this super service. Thank you for making things better for me. Jennie Sue Murdock