Reviews

Had a wonderful experience with Safe Harbor. They made my estate planning process easy to understand and helped me on each and every step along the way.

Although I have absolutely no idea what they do and therefore cannot comment on that aspect, I can say if my experience with working with Holly is any indication of their performance, communication, attitude, attention to detail and direct, concise, and clear direction when working with their clients, then you could be in no better hands. We helped renovate an office space for Safe Harbor, and Holly was our contact person. She was very easy to get a hold of, answered any and all emails we had sent her promptly and completely. Her disposition and friendliness make her one of our top clients. And when I needed to speak with her, the woman who answered the phones when I would call (please forgive me for not recalling your name) was very helpful, always able to direct my calls quickly, and so cheerful and upbeat. Again, I'm not sure on exactly what they do, but with traits such as they have displayed, you could not ask for better.

Just listened to a live webinar; it was so helpful, information shared in laymen terms so easy to understand. Looking forward to my meeting scheduled for January! Highly recommend.

We appreciated the depth that they went to and the personal touch. We appreciated their concern and interest in our needs.

We had a fantastic experience with Safe Harbor. Our estate plans are now established. We highly recommend them!!!!

Very knowledgeable and efficient with our estate planning goals! Definitely recommend this firm!

Highly recommend this company. Very detailed and knowledgeable, offering solutions to manage retirement

Very professional and helpful with the making of our will, POA, and healthcare directives.

We were very pleased with the service from Safe Harbor. After years of procrastinating, we finally decided we needed to move forward and get our estate planning completed, which involved setting up a living trust. We were surprised at how easy it turned out to be. Safe Harbor tailored our will and trust documents to some unique need we had and all is now in place. We can rest easy now.