Charlene Aguirre
USMr Stanley was very knowledgeable and… Mr Stanley was very knowledgeable and honest on all topics..
customer???
USDo not know What is this? Do not understand what you wan me to write hear. I do no see the questions for the review Normally I see questions from 1 to 10. What are the questions about the review?
Vicky
USJohn gave us our review and let us know… John gave us our review and let us know all of the options we have. He was very easy to talk to and is coming back to give us more information on investment strategies. Neal
customerBeverlybBeardsley
USThe 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.
Margaret Conde
USVery 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.