Reviews

Overall rating

star star star star star
5.0 47 reviews

Kelly odle

star star star star star
03 Nov, 2023
The team at James F Roberts and Associates handled my trust professionally and with great attention to detail. They asked all the questions needed and posed scenarios to make me and my husband consider all of our options to determine the best course of action for our trust. I highly recommend them.
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Edith cheshier

star star star star star
01 May, 2023
Very professional!!!! Took his time to explain thing's. Would highly recommend him!!!
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Joseph kehler

star star star star star
14 Oct, 2022
Living Trust experts!
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Nancy savage

star star star star star
14 Jul, 2022
All the team at James F. Roberts and Associates and friendly and helpful. I worked with Holly several times in association with updating my trust. She is very kind and knowledgeable and willing to take the time to explain options I had within the trust. Holly made sure that I understood the changes and was willing to answer any questions I had regarding the terms of the trust and other documents associated with the trust. I would highly recommend James Roberts & Associates.
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Quan dang

star star star star star
15 Jun, 2022
My siblings and I inherited my parents' home and we are very thankful to Holly for her diligent and professional work in the inheritance process. She made it very easy and painless. Thank you again Holly!
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Elle luce

star star star star star
02 Jun, 2022
My husband and I worked with Holly and Ana to establish our trust and they were wonderful to work with. Holly explained everything in detail and gave us insight to help make the best decisions for our family. They helped make it easy to schedule and complete all paperwork in a timely manner. It has been a good experience working with the whole team.
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H. pourshirazi

star star star star star
30 Jan, 2022
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Terri glover

star star star star star
15 Oct, 2021
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Sharlene luckett

star star star star star
29 Sep, 2021
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Patricia evans

star star star star star
23 Apr, 2021
Very good service. I would recommend.
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Jeremy simon

star star star star star
18 Jun, 2020
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Betty martinez-gurrola

star star star star star
13 Jun, 2020
Maria is knowledgeable, patient, understanding, and very efficient! She was always available for questions/requests by phone and email. During a very challenging time she guided me through the process and made me feel at ease.
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