Robert and Charleen Roccucci (Rated: 10)

Charleen & I have worked with Andrew for over seven years. This latest meeting was an update to our estate plan due to law changes and changing 1st trustee from our son to our daughter. During the review, our daughter was present at the meeting and my son was on a speaker phone conference call. Andrew wanted to have them both ask questions so they personally would be completely up to date on all issues of our plan. We have been very pleased with Andrew and all his staff. He as given us valuable information over the years. We would not hesitate to recommend him to anyone.