5.0 stars 3 totalWrite a review
Posted by janice
very prompt in response and very understandable to my question.
Posted by Mike
My wife and I had our estate plan done by Joe, as did my mom. Joe and his staff carefully explained every step of the process and were very accomodating with follow up questions. The final estate plans were very thorough and inclusive.
Posted by Elissa
Not only "would" I recommend Joe, I have recommended him to my family. He is very knowledgeable and presents things in such a way that I could easily understand without feeling patronized or talked-down-to. I came away with a good sense of what my options were and what all the pieces were that I needed to consider in making my decisions. Joe was warm, patient, and very understanding of the difficult situation we face. I wholeheartedly recommend him.