Andrew J. McCulloch

Andrew is very personable and attentive to our needs. he helped us out with a Trust and Financial guidance. He takes the time to know who we(you) are and has a great sense of humor. he's like you favorite family member and more helpful than any other family member. He takes the time to make sure we(y...ou) have all questions answered and makes sure you know what to expect. Only we(you) can screw it up by not listening. We will use Andrew for any of our financial needs.

We have been very happy working with Andrew for more than 20 years. We were in a bad situation with another Estate Plan and Andrew put us on a path to financial security with a great deal of trust. He always has our best interest at heart. He is always available and explains all options very thoroug...hly. He has prepared our Living Trust and is constantly updating it to meet our changing lives as we have grown older. He has helped with our Life Insurance and with various Probate situations involving our parent's estates. He has also helped our friends and members of our family. We will always consider Andrew a close friend of our family.