Reviews

With the multiple experiences we have had with Vested Partners, I can confidently say that they are professional, courteous, knowledgeable, and caring. My family trusts their guidance explicitly with long-term decisions for ourselves and our loved ones.

Robyn helped us with elder law and related questions. She is knowledgeable, friendly, and competent.

Ms. Ellis and her firm were recommended to me last year when I was looking to update my will and some other documents. She and her team were polite and efficient through the whole process with clear communication by phone and email; they were very responsive when I had questions as well. I was very satisfied with the whole experience and the end product, and they managed it all with safe social distancing protocols as it was during the first part of the pandemic.

We have used Vested Partners for estate planning and for investing. Our experiences have always been very positive. The staff is knowledgeable, caring, and responsive. We have recommended the firm to many friends!

Robyn and her staff have always been very accommodating, professional and very helpful anytime I have had an appointment. I am sure you would be very pleased with their services and expertise.