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5.0 stars 16 totalReview Leo McGrath
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!
Posted by Annammarie
Mr McGrath is extremely knowledge in elder law, investments, and financial planning. He enjoys teaching his clients in a fun and enjoyable way through regularly scheduled seminaries in his modern office and conference center. He has an outstanding staff who provide a warm and welcoming environment. His assistants are always available to answer questions and address any concerns you may have. We have total trust and confidence in the McGrath Law Firm.
Posted by Anthony
My wife and I consulted with Leo and subsequently hired him to set up trusts for the both of us. He and his staff guided us through the process in a very professional manner, their management of expectations made the whole process very comfortable.
Posted by Deb
Mr. McGrath and his entire staff have been wonderful, and extremely knowledgeable in my wealth care/financial planning since hired them over a year ago. All my questions and concerns are always answered, and rectified promptly, and professionally. The firm goes above and beyond in taking care of my needs. I would highly recommend Mr. McGrath to anyone in need of a true professional, and personable attorney.
Posted by Monica
We were looking to set up a living trust and knew very little about the process, how fortunate for us McGrath law was recommended. What a pleasure to deal with a professional team that are truly committed to helping there clients thru each process. I highly recommend McGrath law.
Posted by Bev
Leo and his staff streamlined the process of making a living trust. My husband and I are recently married and have a many adult children between us. Leo' classes, consultations, available staff help and advice made the process easy and so future updates will also be simple to accomplish. His staff are available and kind.
Posted by Kathy
Leo, Karen, Susan and Amy are quite a team. They are professional, kind and efficient. They helped my husband and I develop our living trust several years ago and are now helping me after my husbands death. They are patient and I feel I can call them anytime. Leo is also a financial planner and can also help you in that area. It's great that he offers classes to educate you about money issues.