Wallace Smith (Rated 10)

October 16, 2017

I can’t believe how professional, thoughtful, considerate and helpful your organization has been in setting up and adjusting my trust. I would highly rec. you organizing in setting up a trust.  I was referred to you by my tax accountant and she rec’s all her clients to your organization for help.  Your office staff were all outstanding Jessica, Lisa, and Sam, they treated me like family. Thanks much