|Associate||Law Offices of Joseph D. Cataldo, PC||2002 - 2004|
|Association name||Position name||Duration|
|Wealth Counsel||Member||2014 - Present|
|Real Estate Bar Association for Massachusetts, Practice of Law by Non-Lawyers Committee||Member||2002 - Present|
|Suffolk University School of Law||Law||JD - Juris Doctor||2000|
|Babson College||Finance/Investments and International Business Studies||BS-Bachelor of Science||1997|
|Trilogy Financial Services||Standalone Retirement Trusts||2014|
Posted by Yve
I was referred to Marco by my lender, at a time where I experienced a major life change-my divorce - and Marco was incredibly patient and thorough. He does an excellent job of explaining all of the options available. What is more, is he follows up with his clients to ensure their new trusts are fully funded. A huge miss by other attorney's I've worked with. Marco and team, thank you for your help.
Posted by Tim
Marco did a great job explaining the different types of wills and answered all my questions. I was able to decide which one best suited my needs at this time.
Posted by Jean
I can't thank you enough for putting my mind at ease as we worked on my estate and will. It was difficult to think about doing it but you made it an easy process. Grateful that Terry steered me in your direction. Thanks again to you and everyone in your office. Jean. S
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