Reviews

I have been using this investment firm for 2 years now. They are managing a trust as well as an IRA account, that is approxiimately 25 years old in duration. In an extremely short time, my IRA has increased in value beyond what I could’ve hoped for more than it had in all the years that I had it with another firm. I am beyond satisfied and impressed with the knowledge and skill of this business. I would suggest them to anybody who is looking for a really good investment firm. I’m looking forward to a long future ahead with them, as I completely trust in their knowledge, skill and talents with the markets. I wish I had found them years ago when I was younger. Always a pleasant informative and satisfying experience every time I go in for an appointment. If you’re looking for a nice fresh alternative and a new opinion and advice on your investments, I strongly urge you to cross over to this firm. You will not be sorry.

I have been consulting with the Monthie Law Firm, specifically Phil Monthie, for a couple years now. I have been impressed with the amount of time and attention to detail he puts into my portfolio. He is not only a great communicator but great listener. Thanks to Phil, I feel ready for the future knowing my assets are in capable hands. I look forward to many years to come. I highly recommend scheduling a meeting with him.

The best in the business.

I was referred the Monthie Law Firm by a family member sometime in 2006-2007. My husband passed away and though our fares were in order now, things needed to be changed for me going forward. Steve, walked me through everything that I should do – educated me along the way; a new Will, set up a Trust. Steve, over the years, even assisted with researching some property that I inherited from my parents that they left legally a mess and was holding up a sale, but again, a couple of phone calls, and it was taken care. Just recently, I’ve had to go back working now more with Phil, Steve’s son, to make changes to my Will and Trust once again (b/c I was younger when all of this was initially set up, Steve alerted me that I would likely be making changes in my future to these documents) Phil, just like his father is amazing! So personable, they literal answer the phone and emails I swear in less than a hour ! Again, the education process, specifically with the Trust, the pros the cons, understanding what to expect so that you can make an educated decision and giving me the knowledge to make the best decision for myself. I’ve never felt pressured. It’s honestly always been a wonderful experience. Lastly, I know people always want to know about price point, I don’t feel like anything I have paid for has been exorbitant. It always feels exceptionally fair, a great value for the services, the education and time that I receive. I highly recommend their office!

With todays confusing and ever changing rules and regulations regarding your life wishes you need someone who will guide you through the complexities to assure your wishes will be carried out as you wanted and give you peace of mind. Iv'e been a client and friend of Monthie Law for almost 30 years now, both Stephen and Phillip Monthie have advised and guided me with excellent legal advise, most recently my Power of Attorney, Last Will and Testament, Health Care Proxy and Disposition of Remains.They thoroughly explain through both verbal and visual instruction and communication the best choices and direction to fulfill and carry out your wishes and needs. Over the past years they have also completed and filed my tax returns. I highly recommend anyone requiring these legal services contact Stephen and or Phillip at Monthie Law for a consultation to have your questions and concerns answered. I'm sure you'll be more than satisfied with your choice knowing you're in friendly reputable hands. Thank you Stephen and Phillip for your services over the years. Daniel Fields

Phil and Steve are the best. Phil takes the time to explain complex issues and makes them easy for us to understand. Whenever we reach out to Phil, he responds immediately. He is reliable and dependable, which is something we value and appreciate. We plan on working with Phil and Steve for a long time, and are glad to have found them. Highly recommend. Thank you Phil and Steve!

I highly recommend them if you are looking for an estate attorney or financial advisor or, as in my case, both. I contacted them based on their reviews and they exceeded our expectations.

The Monthie Law Firm is well worth your visit. Phillip is professional, understanding, thorough and a good listener. I would highly recommend them for your home and personal needs.

I visited Phillip to revise my will and was delighted with the time he spent with me to fully understand my expectations. He was thorough in his presentations and answered all my questions which resulted in documents that reflect my intentions. He also took time to review my financial portfolio to be sure I was maximizing my investments. I am very pleased with his service.

I've been a long time client with these guys and they are always great! They're timely, always there when you need them, professional, and they've done nothing but help me succeed with my own wealth and finances. Weather it's a serious matter or just a good conversation. Philip and Steve are great!

We recently went through an estate plan review with Philip and Steve Monthie. The process they went through was very detailed, educational, and professional. They spent time gaining an understanding of our current situation and assessing our future needs. They laid out a plan and thoroughly explained our options in a way that we could clearly understand. It was a very relaxed and friendly process. We would highly recommend their services.

Philip Monthie explained at great length the options available for trust and will preparation. He thoroughly answered any questions we had and used examples to further explain. It was a pleasure doing business with him.