Corporate

Margaret C. 

on Birdeye

4 years ago

I recently put my ‘trust’ in Daniel Vu after attending a seminar. I’d recommend him for explaining the benefits of a trust and the way to protect your bloodline. Working with him and Jill Besl was a seamless process. The staff is friendly, helpful, and professional. They are intent on answering questions to help you get your estate in order.  

Jayne D. 

on Birdeye

4 years ago

Reviewed any changes, went over where things stand at this point. What could possible change this year. How they are handling things incase of any drastic changes. I was very pleased with the meeting today. 

Kris 

on Birdeye

4 years ago

Ms. Jill Besl was pleasant, knowledgeable, and did an excellent job organizing, preparing, and explaining my family estate plan. She pointed out the advantages of certain provisions and clauses and explained potential problem areas that were prevented in the plan. 

Gloria V. 

on Birdeye

4 years ago

Everyone was well versed in their fields and helpful in planning our estate. We know that they spent time looking at us individually and planning for our needs. 

Zoriana P. 

on Birdeye

4 years ago

Everything was explained to us so we could understand it. We felt we were in good hands and well taken care of 

Robin B. 

on Birdeye

4 years ago

Very informative , very professional. 

Mike B. 

on Birdeye

4 years ago

Excellent. Thank you to everyone in the office. 

Judith E. 

on Birdeye

4 years ago

I was very calm with our appts and Cheryl at the front desk. Andrew explained everything to us and was so understanding when we had questions 

Barbara T. 

on Birdeye

4 years ago

Everyone was extremely personable, professional, and easy to talk to. They took the time to make sure everything was explained in a way that we could understand it. I honestly was against a trust but went for my husband and after the first meeting I felt so comfortable with the process. I would definitely recommend them to everyone who is looking toward the future.