Posted by JOHN O'CONNOR
LEO & HIS STAFF PROVIDED MY WIFE & I, A COMPREHENSIVE ESTATE PLAN. HE REQUESTED & RECEIVED ALL PERTINENT INFO REGARDING ALL OF OUR - ASSETS, HEALTH CARE WISHES, MEDICAL COVERAGE,FINANCIAL DATA, FAMILY INFO., ETC. LEO'S ESTATE PLAN COVERS ALL OF THE LEGAL & FINANCIAL BASES,OUR WISHES REGARDING HOW WE WANTED OUR ESTATE TO BE HANDLED & BY WHOM. WE HAVE GREAT CONFIDENCE IN LEO THAT HE PROVIDED US WITH THE BEST ESTATE PLAN POSSIBLE. IT GIVES US SPECIAL COMFORT KNOWING THAT LEO HAS OUR BEST INTERESTS AT HEART & THAT COMMUNICATION LINES WITH HIM & HIS STAFF ARE ALWAYS OPEN & WORKING!! BONUS IS THAT LEO & HIS STAFF ARE A PLEASURE TO WORK WITH!!!!
Posted by Marjorie
Though my husband refused to believe he was very ill, we both heard the doctors tell us he had a cancer he had probably gotten while serving in VietNam. We had nothing in place...no will, no trust, nothing even on paper! I looked on line for a nearby lawyer/estate planner and the God's were on my side that day! I phoned and made an appointment for us to visit with Leo McGrath. I believe we were there for about 2 hours, and by the time we left his office, we were in total agreement that we were on the right track to securing and entrusting our estate, and the investment and distrubution of our funds, to this firm. It is now 5 years later, my husband has passed, our money is secure in trust accounts, and I have invested my funds, with much success, thanks to the Leo McGrath Law Firm and Wealthcare LLC.
Posted by Cathy Ann
I went to a seminar, was impressed and met with him one on one. I do not have "a lot" of money..that didn't matter... He listened to me and made me feel safe and secure in what he could do for me. I trust him and love his staff.
Posted by Diane
The whole office is very cheerful and helpful. We planned our trust with them, and we are very confident in our decisions. They answered our many questions with extreme patience. A big thanks to Karen!!! She’s the best!
Posted by Lois
Leo knew how to deal with the mess I came to him with. As I widow I needed to protect my assets & it was all done in a timely fashion. I appreciate the fact that he frequently educates his clients & his paralegal staff is always available & knows your name!!! I was so happy with my experience and he is a cut above the others!!
Posted by Paul
Leo was my Parent's financial attorney.
My Father died. My mother had dementia/alz.
Leo had everything of my mother's financially under control.
Leo had my wife and I attend seminars. We learned.
My mothers account was growing.
My account with another firm was NOT growing.
Leo agreed to take over our financial future.
Leo had my wife and I attend seminars.
We are more secure with our future.
Our account is growing
Posted by rick
Leo and his staff took excellent care of us in Estate Planning and as an investment coach. Care is the operative word, Leo's firm has a totally caring family feel.
Posted by Wayne
My wife and I have been clients of Leo and his staff for about eight months. So far he and the staff have been wonderful and very attentive to our needs. Thank goodness they have been few and far between We are so grateful we came on board and our confidence level is very high.
Wayne And Fran
Posted by Vin
A few years ago, we went to Leo for advice on estate planning. While building our estate plan, we spoke with Leo about our investments and how they were allocated. He reviewed our retirement assets and made recommendations on reducing our risk and securing a decent rate of return. We decided to move some of our assets to McGrath WealthCare. Leo and his staff are available for consultations and have regular review presentations that educate us in safe investing. We are comfortable with our risk vs. reward (Standard Deviation) portfolio and have no hesitation that we made an excellent choice in investing with McGrath WealthCare.
Posted by Marylyn
I have been to several elder law attorneys but I was most impressed with Leo McGrath. I felt comfortable with the way he explained estate planning and Trust information.I signed on with Leo 5 years ago and am very satisfied knowing that he and his team are always available for questions and concerns of mine. He offers one on one meetings, as well as group get together's and is very professional.I feel that Leo and his team genuinely care about their clients and they offer updates and e- mails regularly as an ongoing service.
I appreciate the warm family atmosphere that they consistently provide.
Thank you Leo for your dedication!