Reviews

I was referred to Gabriel Cheong by a dear friend while I was trying to navigate an amicable divorce. I was blown away by his knowledge, the way he shared it with me, his guidance, and how quickly and effectively he ushered me through the process. Truly can't recommend Gabriel's services enough - I've got his number on speed-dial for my next split.

David helped my mother set up her estate and really took the time to explain things to her. He has also worked to help us navigate challenging waters as they have arisen.

Retired in 2017, I completed many years working in Nursing but not having the knowledge on setting up a Trust. I attended a seminar sponsored by the Rosen Group. It was informative and I contacted them to advise me on how to set up a trust suitable to my particular circumstances. I worked directly with David Rosen who was extremely helpful, explaining things I did not quite understand and advising me on how to handle the decisions I was about to make. At the closure of my meeting with David, I received a well organized Estate Planning Portfolio binder containing all the important documents. Since that time, I have had to reach out to David to answer questions and advise me on different situations that have come up. Each time, he returned my call promptly and helped me out. I am very comfortable having the Rosen Group represent me and am thankful the their support when setting up my Trust. Carol Richard

We first met David and his team at an Estate Planning seminar that he sponsored about 5 years ago. We were so impressed with his legal knowledge, the details of his presentation, and his enthusiasm that we entered into an agreement with David to write our living trust. After just a few sit-down meetings David prepared a personalized binder with all the Trust documents. What impressed me the most is that David would respond to my phone calls or email almost immediately. Even today he will answer my question almost immediately. I highly recommend David for any Estate planning issues. J. Barry Mahoney Andover, Ma

Attorney David Rosen prepared our Trust. We have, and will recommend him to anyone who is in need of his services. In David we found a patient, generous, and honest partner. He spent the time to educate us about Trusts and their benefits. He makes himself available to answer any related legal questions without charging us extra for over -the -phone consultation. My wife and I will have no hesitation in recommending David.

David is a fantastic person and an exceptional estate planning lawyer. He is thorough in his explanations and has resolved all of my family's estate planning concerns and questions in a friendly and responsive manner. We also trust David with our retirement and investment portfolio. He explained his investment strategy in detail and over time we can attest to the success of his strategy. I have and will continue to recommend David to my friends, extended family, and anyone else who is looking for an estate planning lawyer and/or an investment professional.

I met David a few years ago at an educational workshop/dinner. He was professional and took the "mystery" out of Trusts. I made an appointment and had a Revocable Trust and Will prepared. He made the process very easy . In fact, after a serious family dispute and much deliberation, I wanted to make changes before relocating to VA. I called David and changes were made in just a few days. It is wonderful knowing that my family will not have any difficulty after I pass. I highly recommend David!!

We are very satified with David's expertise, professionalism, and warm rapport that he established with us in understanding our needs. We would recommend him without reservation to others!! Sincerely, Mark & Jeanne Canton, MA

My husband and I did an independent revocable trust with Mr. Rosen in 2016 and he made us feel more at ease with our financial situation. Since then, I have communicated with him on different issues and he always has answered me promptly and frankly. It is without hesitation and confidence that I will consult with him again. I appreciate his clarity, knowledge, thoroughness, respect and integrity.

For quite a long time my husband and i wanted to have a will/trust done. We wanted to have everything in writing and the only way was to hire an attorney. We attended an educational workshop on this topic offered by Att. Rosen and we decided to hire him to take care of our affairs. Through the process, which took several meetings, we felt at ease and very comfortable with Att. Rosen. He is very knowledgeable in the field and with a great understanding of our wishes, needs and decisions. We have recommended Att. Rosen to our family and friends.

My husband and I attended one of David's Estate Planning Seminars. He did a wonderful presentation. With that, we went a head and made an appointment with David to do our Estate Planning, Revocable Trust. David was very thorough throughout the entire planning process. He is very knowledgeable, and professional. Whenever a question arose, he was quick to answer and returns all phone calls. It is without question that we would recommend David Rosen in Estate Planning. In fact, we have recommended several friends. They too have used David in planning their trusts. David Rosen is excellent at what he does.