Overall Rating
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5.0 /5.0

210 Client Reviews

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Showing 116 - 120 of 131 reviews | 5 stars

Posted by Dillard | February 05, 2014

An excellent experience

I am a retired SVP from a major financial institution. My relationship with Richard Morgan began 3 years ago when he spearheaded a change in a family Trust to another institution. This is quite an involved and complicated process which included multiple touch points which he negotiated with these. Ri...chard facilitated this process with each Trust department, their attorneys and the court system with extraordinary professionalism with the optimum results. As a result of this experience I retain his services to execute 3 additional family trusts with similar results. Richard is an astute attorney exhibiting the highest degree of knowledge and professionalism as I have worked with in my 40 years in the business community. You simply tell him the results you need and he makes the process nearly seamless. I can only give him the highest of recommendations.

Posted by anonymous | September 25, 2013

Estate Planning

Richard is very passionate and skilled in Estate Planning and took the time necessary to help my wife and I establish the plan and documents to protect our assets. He was very responsive in follow-up questions concerning proper title of assets.

Posted by Jim | July 30, 2013

Morgan & DiSalvo Review

Richard and his firm were very skilled and precise in assisting my wife and I with all the the new implications of the recently passed tax act.

Posted by Kathy | May 31, 2013

Estate Planning and Will Preparation

Richard Morgan had the difficult task of walking my husband and I through what was essentially "Estate Planning 101". He effectively communicated and provided us with the knowledge and information we needed to understand estate planning concepts/rationale, and provided the guidance we needed to help... us make the choices that best suited our current needs, while allowing flexibility for any future changes.

Posted by Shirley | May 08, 2013

Your loss if you don't choose Richard Morgan

Richard has helped our family through many difficult decisions and mounds of paperwork as if we were a part of his own family. Truly, we consider him a part of ours. His knowledge and attention to detail is vast, yet he makes you feel completely comfortable with any concerns that you have. He is una...ssuming, kind and is well versed in handling difficult situations with professionalism and honesty. He is a wealth of solutions when all you can see are problems.

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