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Reviews
Overall rating
Leon osterhaus
10 Feb, 2025
Very well organized and a wonderful experience.
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Cathy osterhaus
10 Feb, 2025
Excellent very knowledgeable. Pleasant and easy to talk and ask questions with .
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Mark
10 Feb, 2025
Glen, Sarah, Palmer and the entire team at Stockton &Kandt were incredible every step of the wayl. They in helped us secure our financial future by creating a sound, well thought out and resilient Trust for us and in their collaboration with our Wealth management team .
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Christa wessel
10 Feb, 2025
I would recommend this firm to everyone.
The staff is welcoming and informative about the business. We completed setting up a trust for our aunt, and it went smoothly. Sarah Ong was patient, helpful, and explained everything to us as we went along. Palmer, helped us through the signing phase of our paperwork, and made my aunt feel at ease the entire time.
The most important part: I felt like I was working with a team and not navigating this important step on my own.
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Randy johnson
10 Feb, 2025
Susan johnson
10 Feb, 2025
Joel lajoie
10 Feb, 2025
Kay lajoie
10 Feb, 2025
Lee ann eltomi
10 Feb, 2025
Our experience with this firm has been excellent. Kathy, in particular, was able to explain things that were overwhelming to me,when I first came in.
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Mike hackley
04 Feb, 2025
Genny smith
04 Feb, 2025
Karen averill
28 Jan, 2025
We had a great experience. Thank you!
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