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Vested Partners
- Legal
- Salem, VA
About this business
Vested Partners is located in Salem, Virginia and is a multi-family office providing legal, financial, fiduciary and insurance services. Attorney Robyn Smith Ellis assists clients primarily in the areas of wills, trusts and estates and elder law, including Medicaid planning and guardianships. Ms. Ellis also serves as Executor, Trustee, and agent under a Power of Attorney, guardian and conservator for clients who do not otherwise have a suitable person to fill those positions. David W. Ellis is a Certified Financial Planner (... read more
Location details
300 E 2nd St, Salem, VA, 24153, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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
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. R... read more
Easy to work with, professional and courteous.
Very warm and personalized. Love working with Ms Ellis.
Frequently asked questions about Vested Partners
How is Vested Partners rated?
Vested Partners has a 5 star rating with 50 reviews.
When is Vested Partners open?
Vested Partners is closed now. It will open tomorrow at 8:30 a.m.
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