Reviews

I could not be happier with the staff and especially Lauren Cooper! I have such peace of mind now and makes me wonder why I waited so long to get my "ducks in a row".

We have had over a 16 year relationship with this fine firm. Our interests have been consistently served by their expertise and professionalism. We are very pleased with their services.

Our meetings have been informative and focused on our needs. They have utilized the time to address the most pressing points and answered all of our questions in detail. We believe they are providing us with a great plan and guidance.

Attended a Cooper, Adel & Associates workshop and immediately scheduled a meeting to discuss our financial plan. They are very professional along with exceptional customer service. I highly recommend all of their services.

Just had to make some changes to a trust we had previously set up. Due to the virus situation, we were able to discuss the changes we needed to make on the phone, they then sent us the completed changes, and we just had to review, initial in some places and sign in others in front of a notary. We had trouble finding a notary locally, so drove to the Centerburg office today. Everything went very smoothly -- a conference room that had been wiped clean of any previous occupants awaited us, and the para-legal went over everything with us and we signed and he notarized. They make everything as easy as possible and we are so glad we have them for our trust.

Very professional and also straightforward on what they do. A big thanks to Mark Laird for his help assisting me on closing an estate, while setting up our own estate planning at the same time with absolutely no “fine print” issues in between.

Our requested information was explained clearly and in a method that we could understand. The team did exactly what they said they could for us.