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Reviews
Overall rating
Mary ellen
01 Jun, 2021
We have been using Jeff for many years as our family lawyer on Living Trusts and Finances. Jeff takes the time to explain the laws, and tax polices, and the best way to plan for your assets. Jeff demonstrates high integrity based on our conversations and through his work and follow up. I highly recommend Jeff.
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Anonymous
23 Apr, 2021
Timely, concise, listened, provided options, no fluff, friendly, respected personal time, informative.
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Barb
17 Mar, 2021
Very easy to work with when putting together our trust and updating it. Very knowledgeable about all aspects that we needed to consider.
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Jim
16 Nov, 2020
Jeff and his team have been taking care of our affairs for over 20 years. We recently did a re-evaluation and once again, his professionalism and expertise shined!
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Doug
11 Nov, 2020
Jeff was very helpful and asked all the right questions Offer different solutions for our famil
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Tom
30 Sep, 2020
I've worked with Jeff in excess of 10 years and have always had a good experience. His team is professional, on their game, fair priced, and just good genuine people.
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Marie
12 Jun, 2020
Everyone in the office is friendly and professional. We had a lot of information and questions to go over and Jeffrey was very courteous, patient and knowledgeable.
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Virgie and tom
13 Mar, 2020
We just had our estate portfolio completed by Jeffrey Saunders. He was referred to us by my sister and brother-in-law. They were very pleased with him and so are we. Very thorough and took his time to explain everything that was put in our portfolio. I would highly recommend him to family and friends. EXCELLENT experience
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Fushu
14 Dec, 2019
Mr. Saunders created our living trust in 2000. He keeps us undated for any law changes related to our trust. We recently have our trust updated. He takes the time to explain to us all the issues and answer all our questions to make sure we understand the new documents. He has a pleasant and friendly personality. We feel very comfortable to use his service. We give him the highest recommendations!
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Robert
15 Nov, 2019
We were referred to jeffrey by Brian and Kristin, and prior to our meeting with Jeffery we referred Joel and Serena to him. After speaking with Joel and Serena... They said they were very pleased with Jeffery on how he helped them thru the whole process. So we decide to have our free Consultation, after that we decided to move forward and hire Jeffery.
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