Corporate

Michael 

on Birdeye

a year ago

I met with Dan Vu to discuss setting up a trust to protect ur assets. Dan came up with a great plan and our subsequent meetings with Jill were fantastic. She made what we thought would be a diifcult process quite painless. She listened carefully, explained options, and at the end came up with a trust that fit our needs perfectly. Fantastic job. 

Mike & Anita F. 

on Birdeye

a year ago

Everyone there was very friendly and helpful. All of our questions were answered, and our paperwork was organized and marked where to sign and explained very well. We felt at ease making hard decisions with their guidance and knowledge. We would definitely HIGHLY recommend them to anyone and have! 

Lisa 

on Birdeye

a year ago

We were both impressed from the beginning to the end. Daniel Vu explained our options and answered all our questions. Jill Besl was amazing in setting up our Trusts and offering advice as well as answering our questions and then some. My husband also met with Jacob on our investments and gave us some good advice we weren't aware of those options. This firm is well rounded in what all they provide, not to mention very reasonably priced. Many Thanks to All :) 

David A P. 

on Birdeye

a year ago

Done a very good job Running a lot of trouble, but he handled it very, very good. Would absolutely use Them again and recommend them to everybody 

Ronald J. 

on Birdeye

a year ago

Very helpful in explaining each step and every question we had would recommend these folks to anyone looking to secure their families future with estate planning 

Phillip R. 

on Birdeye

a year ago

Lauren and Alex were so patient , knowledgeable, and very helpful guiding me thru the process of setting up an estate trust for me. Alex was very thorough on explaining all the details and making things seamless and accurate on customizing a trust best suited for me. I can’t say enough about the positive experience I had with this firm. Lynn who is at the front desk was knowledgeable and helpful too. 

Trudy 

on Birdeye

a year ago

Jill was very professional and answered all of our questions. 

Charles F. 

on Birdeye

a year ago

Great experience. Knowledgeable Answered all our questions. Explained our options and the process well. Everything was completed in an efficient manner. We started this process before with another office and never got completed. Glad to have this in order. 

Janet P. 

on Birdeye

a year ago

We are very pleased with the work you did for us. You listened to what we wanted in our estate planning process and put it together for us accordingly. . We now feel very secure with our final requests. Thank you so much