Reviews

Top review highlights

Pros

Excellent customer service and responsiveness

“Great with getting answers in timely manner and All around wonderful to do business with.”

Dedicated and persistent in resolving client issues

“Stephanie was relentless going from department to department at the bank until she got answers.”

Thorough and professional in handling legal matters

“Stephanie is very professional, thorough, and responsive. I have always had good results and interactions with her.”

Knowledgeable and helpful in estate planning and will preparation

“Good knowledge and very helpful in planning estate and will documents, and helping after someone has passed as well.”

Cons

One negative review indicates a poor experience

“No way would I have any contact with. If you are even considering. Mark off your list.”