Reviews

Overall rating

star star star star star
5.0 9 reviews

John amato

star star star star star
30 Mar, 2024
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Hub knittel

star star star star star
19 Oct, 2023
Will be doing business with this firm.
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April mchugh

star star star star star
30 Aug, 2023
Very helpful. Made us feel very comfortable. He explained everything and made it shine for us to understand.
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Pedro dantus

star star star star star
24 Jan, 2023
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Kevin snow

star star star star star
02 Dec, 2021
My mother needed her living trust reviewed. It was created in a different state. Daniel gave excellent advice. He was honest and communicated well. He did not attempt to sell my mother services she did not need.
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Robert melillo

star star star star star
22 Oct, 2021
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Melanie burke

star star star star star
11 Aug, 2021
I just had my trust and ancillary documents updated by Dan Wilson. I was really impressed with his knowledge and professionalism during the entire process. He pointed out things I hadn’t thought of and did an excellent and thorough job. His prices were very reasonable and the office was very COVID safe - masks and a plexiglass divider, which I really appreciated. Excellent experience and I highly recommend him and his firm.
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Jon heller

star star star star star
02 Jul, 2020
Thoughtful and concise
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Jeff nesselroad

star star star star star
02 Jul, 2020
Daniel has helped us a lot with getting our parent's financial issues under control.
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