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Sherry smith
08 Jul, 2024
We have had such a wonderful experience with everyone we've worked with to get our estate trust plan set up. Andrew is very knowledgeable in all things Trusts and was very helpful in answering all our questions, making it easy to understand the process and made us feel very comfortable in knowing our assets are protected!
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Austin allen
08 Jul, 2024
James seidner
16 Mar, 2024
Wife and I were astounded by the thoroughness—from beginning to end: revocable/irrevocable trust. In addition our tax, retirement income, and Roth/IRA’s were reviewed, resulting in recommendations/changes to be made. However, this seminar did not advertise the free meal. Great! Not interested in a free meal. **What I was looking for was “top” quality advice—which was what we received. I highly recommend Cooper,Adel,Vu for guidance and planning for retirement.*****
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Karen seidner
14 Mar, 2024
Finally we have what we could not find: sound legal, financial and tax advice. Our only regret is not discovering them sooner! Their expertise, caring, and professionalism have us feeling blessed.
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M wells
14 Mar, 2024
Tom was quick to respond to my questions for our TOD on our new purchase. He got us the necessary documents to handle the transaction and get into our estate planning. Everyone I have dealt with is kind and helpful. Definitely recommend Cooper, Adel, Vu & Associates.
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Harold r. srone
12 Mar, 2024
Very helpful! Could not ask for better!
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Kathie hacker
07 Mar, 2024
Wonderful experience. Couldn't have asked for more help or solid advice.
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Alexander pokora
06 Mar, 2024
Very helpful!
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Elizabeth spilker
28 Feb, 2024
Always prompt responses, good ideas, and timely updates. Whenever we have questions or needs, Tom Brammel exceeds our expectations every time! I rarely recommend services to anyone, but I recommend Cooper and Adel, Vu all the time.
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Sheila mcknight
25 Feb, 2024
My parents had a Trust done here approximately 25 years ago. After my dad passed away my mom had to get all their accounts switched in her name. Tom has been great at answering all her questions and helping her get through it during a difficult time. I would definitely recommend Cooper Adel to others.
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Barbara adkins
26 Jan, 2024
Mark williamson
24 Jan, 2024
A decade ago my parents started working with Ted Brown at Cooper, Adel, Vu & Associates, and I feel incredibly lucky that they did. Ted is responsive, thoughtful, and very good at his job. If you get a chance to work with Ted, don't think twice, just do it!
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