Reviews

All reviews 5.0

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Overall rating

5.0 2 reviews

Bill burton

02 Feb, 2024

John is fantastic!! I have been working with John for 30 years. He is responsive, dedicated and maybe most of all , a consummate professional. And is an expert in Estate Planning!!

Amy cao

28 Aug, 2020

We used John for estate planning and trusts. We found him to be capable and extremely honest. He even recommended a 529 plan instead of a trust for college planning even though that meant he didn’t collect fees. We wouldn’t use anyone else.