Reviews

Overall rating

star star star star star
3.5 6 reviews

Darlene thomas

star star star star star
03 Apr, 2024
Charged $5,000 after 2, 30-minute meetings. Recommended I create a trust to resolve the issue that I wanted to protect my assets. Once I learned more about the topic I came to Matt for, I realized too late that he upsold me on something I didn’t need and that didn’t resolve my concerns but is the only thing his firm specializes in.
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Carol ann derham

star star star star star
30 Aug, 2023
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Joan mcguire

star star star star star
17 Apr, 2021
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Rick ehrhart

star star star star star
21 Dec, 2018
Friendly and efficient. They setup our trust quickly.
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John boitnott

star star star star star
21 Jun, 2017
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Mary kay mitchell

star star star star star
08 Nov, 2015
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