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Reviews
Overall rating
Robert kastelic
02 Aug, 2024
My wife and I attended one of the local seminars held by Shields and Boris. We were impressed enough to go ahead and schedule a consultation as the next step to getting our affairs in order. I recommend going to one of the dinner sessions to make sure you have your bases covered and look forward to working with Shields and Boris.
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David lancia
31 Jul, 2024
Stephanie Boris was extremely helpful and knowledgeable. The information and insights provided, combined with relatable real-life situations demonstrated the depth and quality of their expertise and capabilities. Absolutely worth the time to join their webinar!
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Sheila coughenour
24 Jul, 2024
The webinar was very informative.
Scheduling a complimentary appointment. Looking forward to them helping us plan our later years.
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Deborah phillips
17 Jun, 2024
Susan nicoll
03 Jun, 2024
Great information,well presented
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Keith schwab
16 May, 2024
My wife and I had a very good experience with the team at Boris & Shields. We had a revocable trust made, along with updating our wills and POAs. We've put off doing a trust for years thinking it would be a very involved process. But they made it easy and gave us great advice along the way. Others in our community said they had a similar experience there. Thank you Jim, Melina, and Alicia!
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Susan kostovny
13 May, 2024
Good webinar. I plan on taking advantage of this information and scheduling a meeting with this firm.
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Sean ferris
10 May, 2024
Barbara aber
10 May, 2024
I got my feet wet about the need for further education on the subject of asset protection. Thank you for opening my eyes.
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Pam tomino
09 May, 2024
Attended Tom Boris' seminar this evening and was impressed with his knowledge and honest talk regarding the many areas of estate planning. His presentation was informative and with a touch of humor that brought light to typically heavy subjects. I look forward to following up with the consultation. Thank you!
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Veni sankars
09 May, 2024
B rosian
15 Apr, 2024
I appreciated this short--30-minutes--Webinar, introducing an overview of Wills & Living Trusts: How To Avoid The 3 Biggest Mistakes That People Make. It's one step in the right direction for my planning.
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