Reviews
Top review highlights
Pros
1
Highly knowledgeable, professional, and thorough in estate planning services
“Very knowledgeable and professional service, completely satisfied with my living trust”
2
Friendly, patient, and personable in working with clients
“Jeff is so thorough and patient. I am th”
3
Provides clear explanations and guidance through the process
“He helped us navigate the complex issues around setting up a trust, naming beneficiaries and putting our assets inside the trust.”
4
Responsive and attentive to client needs and questions
“Calls were returned, e-mails timely sent and returned, and in office visits safe (COVID19) and well prepared.”
5
Trustworthy and reliable in handling sensitive financial and legal matters
“We have trusted Jeffrey and his team for over 23 years and will continue to do so into the future.”
Cons
1
Potential bias or unwillingness to work with certain clients
“An older white male with older white male ideas. He told me he only works for my father when my father told him he was done working with him years ago.”
2
Unprofessional and unresponsive service in some cases
“Unprofessional.”