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Reviews
Overall rating
E hsu
22 Aug, 2022
Corey Schmutz is very professional and personable. We met him two years ago for our first consultation. But due to the pandemic, we proscratinated until May of 2022 to start setting up our trust. Corey explained everything in detail. His paralegal Amber is also very helpful. Our trust was set up quickly and correctly. We are very grateful.
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Sally gallo
20 Jun, 2022
Phyllis rauthause
07 Jun, 2022
Annelle wells
06 Jun, 2022
Amit okhandiar
23 May, 2022
Excellent Service
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Michael verchick
27 Apr, 2022
Jj jones
20 Apr, 2022
Jamie santos
11 Apr, 2022
Derek was super nice and friendly and was able to explain everything in terms we can understand. Everything he set up was in a way where we don’t have to come back if any major changes happen like having more kids or opening new accounts or buying more property. This process was so easy and took a lot of stress off our minds especially as a younger couple who already has a ton on our plate.
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Karina true
05 Apr, 2022
Excellent service, professional, friendly, accommodating to one’s personal needs.
Have referred family members as I was very pleased with the service I received.
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Robb homuth
02 Mar, 2022
Offers specialized estate planning products. easy to work with.
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Keith goldman
01 Mar, 2022
James geary
01 Mar, 2022
