Reviews
Top review highlights
Pros
1
Highly knowledgeable and experienced in estate planning
“Jeff is very knowledgeable and his office is professionally run with a high degree of follow-up and attention to detail.”
2
Excellent customer service and client-focused
“They were very professional, knowledgeable, and thorough, Jeff made complex things easy to understand.”
3
Trustworthy and reliable
“We have trusted Jeffrey and his team for over 23 years and will continue to do so into the future.”
4
Compassionate and understanding
“Jeffrey was very kind to my mother and helpful. As my Mother's health began failing he again brought us so much understanding and compassion along with his exceptional professionalism.”
5
Efficient and timely
“The services provided by Jeff and his staff were head and shoulders above the other firm in terms of timely assistance, effective communications.”
Cons
1
Potential bias or unwillingness to represent 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
Possible issues with professionalism or responsiveness in some cases
“Unprofessional.”