Based on 4 reviews
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Mr. Malloy prepared a complete trust package for me, including a will and advance health care directive. I chose him because he was recommended both by colleagues and clients. I found him very easy and comfortable to work with. I was very satisfied with the work that he did.
He even makes housecalls for her elderly clients who find travel to his office difficult. Mr. Malloy works very well with clients, who due to their age or condition, are sometimes difficult (and crochety). He is very patient, answers all questions completely and returns calls very quickly. I have been very pleased with his help for my parents and my husband.
I recommend him with no reservations.
Brian Malloy is very knowledgeable about estate planning and how to avoid paying unnecessary taxes. In our initial interview, he asked specific questions that helped make our decisions much easier. I feel we could have communicated personally with him at any time. He dosent just forget his clients after the initial work is done either. He kepps in touch with us via emails and letters. He also has set up follow-on sessions whereby we can stay abreast of other related topics.
BRIAN CREATED MY REVOCABLE TRUST & GUIDED ME THRU ALL
THE NECESSARY DETAILS THRU COMPLETION. HE TOOK THE TIME TO MAKE SURE EVERY DETAIL WAS CORRECT & THAT I UNDERSTOOD ALL THE DOCUMENTATION - THEN PRESENTED
MY TRUST IN A TIMELY MANNER. HE IS ARTICULATE, THOROUGH
KNOWLEDGEABLE, ACCURATE & CARING.
My husband and I hired Brian to set up our trust. He was extremely helpful in answering all of our questions and was very professional and he put our concerns at ease. We definitely recommend him and we already have recommended him to our friends and family.