Reviews

Top review highlights

Pros
1
Friendly and efficient service
“Friendly and efficient. They setup our trust quickly.”
Cons
1
Expensive for the time spent
“Charged $5,000 afte”
2
Upsold on unnecessary services
“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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