Posted by Terry | January 13, 2017 | Hired Attorney

Professional Services

I hired Daniel to draw up a trust and accompanying documentation. He was very thorough in his preparation and explanation and completed this in a timely manner. He and his staff were professional, courteous and most helpful. I would not hesitate to give him my highest recommendation

Posted by John | April 14, 2015

Professional, Thorough, Fair

As a financial planner I know the importance of expert advice and I know when to seek the assistance of professionals with greater knowledge than I in certain areas. Setting up a trust for my mother's estate was one of those areas. I found Dan Marchese to be everything I want in professional relation...ships: client focused, knowledgeable, thorough and professional. Dan treated my mother as if she were his own and provided her with a thorough trust at a very reasonable cost. I would not hesitate to refer my family, friends or clients to Dan.

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Posted by Kristina | September 17, 2013

My Trust

Daniel was very honest and helpful when doing my Trust. He was very informative, prompt and explained things thoroughly ! I would highly recommend him to clients and friends.

Posted by John | September 17, 2013

Trustworthy and Professional

Daniel helped us set up a living trust to assure our desires are carried out and to avoid the cost and time of probating our estate. We found Daniel to be thorough, professional, responsive, and pleasant. We have full confidence in using Daniel for other legal maaters that should arise.

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