Reviews
Top review highlights
Pros
1
Knowledgeable and helpful in assisting with starting the veterans benefits process
“John has been very helpful & knowledgable with starting the veterans benefits process.”
2
Provided excellent estate planning services, including setting up a wealth defender trust
“John was extremely help in setting up our family's wealth defender trust.”
3
Stepped up to provide assistance without charge when issues arose after a client's father passed away
“He also stepped up to help (without charge) when my father passed and slight issues came up.”
Cons
1
Failed to return calls to schedule appointments
“Would like to give rating. Phone conversations great but o”
2
Does not consistently return calls
“Does not return calls”