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Reviews
Overall rating
Joseph zeller
03 May, 2022
I was very please of how our meeting and outcome went. Thank you. You had a nice helping manner. I knew what I needed and you made easy to accomplish.
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Maria acuna
05 Apr, 2022
My experience was great. I signed for a webinar and later
I met Peter and he answered all my questions . I highly recommend him for a consultation and planning.
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Irma nakamura
05 Apr, 2022
Extremely informative
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Leo andreoli
17 Mar, 2022
Ms Jane Lee was most knowledgeable and gracious. She gave me valuable advice on long term health care for my wife with dementia that I will follow. K M & O is a good solid company that I have had out Trust with since 2008.
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Eden dawson
07 Mar, 2022
It was a very productive visit Peter helped us put all our assets in order gave us thorough advice on what I need to do to make sure we put right beneficiary . This give me peace of mind.Thank you for helping us out of trouble later.
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Violet whitaker
07 Mar, 2022
My appointment was to review my living trust and to make any necessary changes or updates. Ms. Jane Lee was very kind and experienced in working with me. We reviewed and she ask pertinent questions where there could be change options. She explained everything clearly and answered my questions to my understanding. Ms. Lee was very efficient and knowledgeable in reviewing my living trust. I appreciate her kindness and patience. I will recommend family and friends to Kavesh and Minor.
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Traci millner
03 Mar, 2022
Alex bellehumeur
03 Mar, 2022
A top professional, with a great and fun personality - highly unusual for a person in his profession.
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Barbara hardesty
21 Feb, 2022
I could not have anticipated any better support or advice from Peter. He was patient with explanations and the answering of my questions. We spent 2 hours at the end of day reviewing and adjusting the family trust as necessary following the passing of my husband. At no time did I feel pressured or rushed.
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Tammy ng
15 Feb, 2022
Pam
15 Feb, 2022
I chose this firm three years ago to handle my estate trust needs due to their longstanding reputation. I recently completed my complimentary 3 year review with Peter Keon and was impressed with the level of detail Peter went to ensure my personal intentions were currently represented in my trust and up to date with IRS regulations. He was able to easily explain the legal terminology and I was completely satisfied at the end of my review.
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Howard wood
15 Feb, 2022
Very organized and professional. Clear instructions as to what was needed for our conference.
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