customerBeverlybBeardsley
GBThe lawyer The lawyer My. Son died ,trying to get his name off all trust . Bank will not except my bank accounts to be in trust till his name is off all papers & Christine Grace Beardsley his wife is added to trust so. Been to bank several times. Lawyer should know this about name being removed.
Victoria
GBJohn was very helpful and thorough John was very helpful and thorough. No pressure, just very informative.
customer
GBInformative Informative, polite to the point
Frank Cohn
GBJames Stanley- New Life Insurance Policies James Stanley did an excellent job of explaining the life insurance policies we purchased today. He was generous with his time and answered all our questions.
Margaret Conde
GBVery pleased with my experience. Aaron was very knowledgeable and sensitive to my needs as he walked me through my Living Trust to determine any changes that might have to be made. I felt very comfortable discussing all aspects of the document and when he left I felt I was in good hands.