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CLP Tax and Wealth
- Financial Services
- Chesapeake, VA
About this business
Location details
501 Independence Pkwy, Chesapeake, VA, 23320, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 7:00 p.m. | |
| Tue | 9:00 a.m. to 7:00 p.m. | |
| Wed | 9:00 a.m. to 7:00 p.m. | |
| Thu | 9:00 a.m. to 7:00 p.m. | |
| Fri | 9:00 a.m. to 7:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My experience was disappointing. From the beginning of the meeting, Mr. Parsons came across as rude and dismissive. While I understand he may have a successful practice, it’s important not to lose touch with the human side of customer service. Passing judgment and lacking professionalism can damage trust. Repeat business and positive word of mouth come from treating all clients with respect regardless of their background or situation. Unfortunately, based on this interaction, I would not return or recommend his services. I o... read more
Fantastic place for financial advice. Always attentive to your needs without being pushy or aggressively hawking services
Fantastic place for financial advice. Always attentive to your needs without being pushy or aggressively hawking services
I am fortunate to have engaged the services of CLP when looking for options to rollover 2- 401Ks; my husbands and mine. Not knowing what the future holds; the annuity has provided financial stability after my husband went to be with the Lord.
I came to CLP Financial a little over a year before I retired, with no idea what I was doing, or even how to plan for my future. Joshua took me by the hand and advised a plan for my insurance, long term care, as well as my annuities. He always asks if I have any questions and if I am satisfied with my progress.We have met several times, and he has adjusted my plan to fit my financial situation. I have since retired, and am completely satisfied with the path I am taking as far as my future is concerned. I have been treated wi... read more
Frequently asked questions about CLP Tax and Wealth
How is CLP Tax and Wealth rated?
CLP Tax and Wealth has a 4.4 star rating with 15 reviews.
When is CLP Tax and Wealth open?
CLP Tax and Wealth is closed now. It will open at 9:00 a.m.
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