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Reviews
Overall rating
Lewis braithwaite
05 Sep, 2021
Very informative and necessary/needed
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Janice alston
19 Apr, 2021
Milford saint
03 Apr, 2021
I was totally impressed, and informed with Kerri's presentation. Her forthrightness is perfect for the Firm and industry she represents. Although our business hasn't reached $M mark yet; we'd hope to reach that goal and beyond with the help of your Firm's guidance.
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Vanessa holley
20 Dec, 2020
I appreciated the presentation given concerning Estate Planning. I found it very informative. I did not know the aspect of how broad the financial power can be. Developing a plan is very important. Thank you.
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Lynne markowitz
16 Nov, 2020
Excellent webinar on Trusts and Wills. Very informative.
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Andrew gerst
05 Nov, 2020
Kerri assisted me with my will and estate matters. She was very skilled and professional. I would highly recommend her to others.
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Hayley dodge
05 Nov, 2020
Kerri is extremely responsive and well-versed in estate planning. She was able to navigate our situation with confidence and directness. Will continue working with her on future matters.
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Beverly saunders
05 Nov, 2020
The session was well done and very informative. The follow up consultation answered all of my questions.
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Ed schafer
02 Nov, 2020
Excellent presentation on Estate Planning.
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