Reviews

Top review highlights

Pros

Provides good service and helpful information to meet client needs

“Great service and information that met our needs.”

Has a nice, professional staff and atmosphere

“Very nice staff. Easy to sign the POA.”

Cons

Slow in completing tasks and unresponsive to clients

“Over a year to get a camp put in our trust, no contact when it was finished.”

Lacks proactive communication and follow-up with clients

“We would have benefited tremendously from some education upfront, some coaching as to what to consider.”

Dismissive and unprofessional attitude towards potential clients

“Capello Jr couldn't have cared less that it took three phone calls to reach him. He dismissed us with his answers.”