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Reviews
Top review highlights
Pros
1
Knowledgeable, professional, and friendly staff
“Very professional, knowledgeable, and friendly.”
2
Thorough and comprehensive estate planning services
“They were very thorough and thought of things I wouldn't never have thought of.”
3
Responsive and attentive to client needs
“I always receive immediate responses to all of my inquiries.”
4
Reasonable and transparent pricing
“Our money was well spent and I never felt I was overcharged.”
5
Excellent customer service and client satisfaction
“Excellent customer service at every level.”
Cons
1
Inconsistency in service quality and staffing changes
“Service has gone downhill since the Management changed hands & now that Colleen Sinclair plays a lesser role in Estate Planning.”
2
Potential communication issues in some cases
“There was some communication problems, which caused me to go back for another meeting.”
