Posted by Susan
My partner and I went to Mr. Bak's seminar and we were so impressed with what he said we scheduled an appointment with him. He was very patient and explained everything so we could understand everything. We hired him for our Trust and he helped us Deversafy our finances then we were invited to a great Christmas party at the Delaney house loved it and loved the help and attention we received. Thank you Margie and Mr. Bak.
1/27/2015 Ms. Susan and Diane
Anonymous review posted on
Dear Woloshin and Attorney Bak I appreciate the individualized attention paid to a very small investor it is really all I have. Your attention makes me feel special. Thanks
Posted by Nancy
From the moment I walked in , Mr. Bak spent most of his time trying to convince me that I should switch all my investment planning and my mother's to him.I kept trying to redirect him back to the business at hand, redoing my Will and Revocable Trust without any success. At one point I told him if he mentioned switching assets to the annuities he handled I would walk out, he settled down. BUT, it took a long time to get the papers done, He also required 50% deposit which I was a fool to give him. I go in to sign the papers with my partner and to talk about how to deal with our joint property as we are not married. He again, began with his talk about having the smartest method of investing . My partner is a very savvy investor and he basically told Mr Bak to tone it down . We left planning to return when the additional trust document was completed. Over 6 months passed and I get a letter from Mr. Bak at the end of the year asking us to return the documents and come in to sign them ( we NEVER received any documents ) I sent him a Certified Letter stating we were done with his services. But, for these simple docs I ended up paying $1200 AND worse, this year I had them looked at by another attorney and they were not even done correctly. Basically $1200 down the drain !
I only wish there were other sites to rate this man and his practice ... STAY AWAY !