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From our first call to the last, our experience was superb. Making an appointment was simple and the process was explained thoroughly. Our appointment with Kathleen was stress free and extremely informative. All of our questions were answered, she listened to us.. Greatly appreciate the time Kathleen spent with us. Wish we had made this appointment years before. Well worth every penny. Would highly recommend without a doubt. Thank you Kathleen and team for making such a difference.
Our experience with Kathleen and her staff could not have been more positive. We had some difficult estate planning issues to deal with and her expertise was invaluable in helping us to understand our options and to allay our concerns. In addition to her great advice, everyone we dealt with was very professional and went out of their way to be helpful.
