Estate Planning Workshop: February 12, 2020
Steve and I enjoyed your professionalism, service, and care in making us feel like we were your VIP clients. We would love to recommend Herbert […]
Great experience. Marc explained everything and gave us all the time we needed to review the documents.
Pleasant and good information. We felt comfortable through the difficult decisions and never felt pressured.
Marc and his staff put my mom’s trust on their top priority because she was hospitalized.
Very professional and approachable.
Friendly and professional.
Very friendly and easy to work with.
Very helpful, easy to understand. Felt very comfortable.
(Marc) was very helpful and professional … patient answering all of our questions with cogent explanations.
Very pleasant and staff extremely helpful … open and honest.
Excellent. Pleasant and well-informed …you educated us.
Explained everything well. Always available when our schedule changed. Easy to work with.
Excellent. Easy process.
Very efficient … (we appreciate) your attention to detail, ability to explain documents in “plain” English, good response time.
We just kept putting it off. Thank you for your patience … (and) one-on-one personal contact.
Very pleasant, patient and accommodating. Great listener … (the) Antelope Valley community should be proud of having such a caring and wonderful person like you, […]
Excellent. Very professional, great attention to detail, seemed to really care … (and) answered all questions.
Personable, knowledgeable, explains well. Very happy with the courtesy and expertise in handling our Trust.
It was an easy experience for a hard thing to do. (Marc is) very easy to speak with and made everything easier to understand. We […]
(You) were always following up to make sure we had all we needed. Great service … provided a lot of information.
Excellent. Very informative …friendly … (and) explained things clearly.
Marc was great at understanding our needs and he and his staff are so responsive in providing what we need, how we need it … […]
(We appreciate your) thoughtfulness, friendliness and fairness to walk us through the process and helping set up a Special Needs Trust
Friendly and welcoming atmosphere. We enjoyed working with Marc. He took time to explain and answer all and any questions … (You) did not rush […]
Marc took his time explaining everything thoroughly to us and answered the many questions we asked. We have busy conflicting schedules, so at times we […]
Very professional staff … (Marc’s) first hand knowledge of the law (was very important)
Excellent learning experience … (we appreciate your) expertise in the field.
(My experience) was quite relaxing and worry-free … (Marc is) honest and answered any and all questions that I had leaving me with good feeling […]
Excellent. Very professional and on the other hand very open, which made covering sensitive subjects a lot easier. (Marc is) easy to talk to.
(Marc) was very patient with (me) … (and) anyone with assets and heirs (would benefit from his services).
It is not fun to plan for one’s death, but you helped us be comfortable. You were very considerate to our needs, especially when it […]
You and your staff were professional, helpful and patient … We took a long time getting everything together and you helped us and were patient […]
Excellent. Very knowledgeable and helpful 🙂 … Your office was very helpful and persistent in keeping in contact with us during a very chaotic year. […]
We were in good hands with Marc’s expertise through every step. He was thorough. We didn’t feel rushed. We know that you are working for […]
It was a well-paced comfortable experience
Excellent. Professional and caring … (I liked) being able to contact you to answer my questions.
It was a pleasant and easy experience working with Marc …. Everyone who believes they and their family will “be alright” without a will and/or […]
Marc is friendly and easy to talk to, very helpful. Marc explained everything clearly (and) patiently answered questions.
Everyone is so patient with us and our situation. You’re easy to talk to and share personal stories that help (us) think through (our) own […]