Reviews

Ms. Barrett is the consummate professional. We received excellent advice and speedy service. She always checked with us to make sure she understood out wishes. We couldn't have had a better experience!

Years ago, a trusted Financial Planner recommended Cheryl Barrett as an expert in estate planning. Cheryl won us over with her preparation, knowledge and cheerful demeanor. She prepared a revocable trust for us. Recently, we contacted Cheryl to revise and update the documents. It’s easy to talk with Cheryl. She listens to our concerns and responds in easily understood language -- no legalese here. She provides sound advice and her recommendations are spot on, especially as we work through numerous changes that affect beneficiaries and trustees. Cheryl is accessible and responds to calls/inquiries in a timely manner. We trust her and she makes us feel as if we are valued clients. We are pleased with the revised trust and will gladly recommend her services to others. If she were to be rated from 1 to 5, with 5 being the highest, Cheryl would receive 5+. She is definitely an expert in her field and we highly recommend her services.