Reviews
Overall rating
Connie jaeger
20 Jul, 2023
I highly recommend Jacqueline Daniel with TrustMasters. She spent her precious time, even though we have a Living Trust explaining how to fund our Trust properly and other important information to ensure what a Trust should have, like making sure a power of attorney is in the state you live in. Jacqueline is a true professional that shows class, dignity and respect to people. Thank you
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Sandra thomas
20 Jul, 2023
Very informative workshop! Truly a great staff to work with, addressing all concerns and providing the best customer care. Our personal thanks to Jacqueline and Michelle for helping us complete these important life decisions. Great job!!
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William melendez
04 Jul, 2023
Great experience very informative it took care of what I had to get done at this time in my life . Thanks TrustMasters .
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Charles schneider
14 Jun, 2023
My wife and I highly recommend Trustmasters for your family financial planning needs. We reviewed several options and finally decided on Trustmasters because of their patience, professionalism, courtesy and competitive pricing.
Every one we met took time to explain things throughly and to patiently answer any questions we had even if we had asked them a time or two before.
We particularly remember both Jacqueliine and felicia. Each of them seemed to go out of their way to make sure that we had an excellent experience and a comprehensive trust solution for the last chapter in our lives.
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Paul shui
23 May, 2023
Jacqueline is very familiar with the Trust process and explains very clearly. She is also very friendly to work with.
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Karla kutsch
10 May, 2023
Mine was just a simple will but the team members I interacted with were very friendly and the final portfolio was impressive.
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Joanne walker
09 May, 2023
What a wonderful company to do business with. Would recommend 💯
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Christine lu
02 May, 2023
Nancy munro
27 Apr, 2023
Alice huie-stein
20 Apr, 2023
We had a wonderful experience working with Michelle on our trust.
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Michael stein
20 Apr, 2023
Specifically accurate from start to finish with an abundance of caring....
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Hanne guerra
17 Apr, 2023
Attended a Trust Masters workshop. Very informative. Decided to have Trust Masters do our Trust which was a good choice. They were very detailed and easy to work with. Always helpful if we had any questions. Would recommend Trust Masters to anyone that needs to create a Trust.
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