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Derrick M.

Derrick M.

Marc and his team were very professional, friendly & patient in dealing with our estate plan. From the initial phone call, Marc educated us & detailed the best plan for our specific situation. He answered our many questions, and helped us understand a process we knew little about.

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What Our Clients Say

  • Marc and his team were very professional, friendly & patient in dealing with our estate plan. From the initial phone call, Marc educated us & […]

    ~ Derrick M.

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  • 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 […]

    ~ Stephen & Margaret P., Mojave

    unum disability claims
  • Great experience. Marc explained everything and gave us all the time we needed to review the documents.

    ~ Kris and Sharron W., Tehachapi

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  • Pleasant and good information. We felt comfortable through the difficult decisions and never felt pressured.

    ~ Floyd and Agee R., Ridgecrest

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  • Marc and his staff put my mom’s trust on their top priority because she was hospitalized.

    ~ Louiese H., Palmdale

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  • Very professional and approachable.

    ~ James and Cecelia M., Palmdale

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  • Friendly and professional.

    ~ Tomas and Mary C., Lancaster

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  • Very friendly and easy to work with.

    ~ Michael and Carole S., Acton

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  • Very helpful, easy to understand. Felt very comfortable.

    ~ Judy W., Lancaster

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  • (Marc) was very helpful and professional … patient answering all of our questions with cogent explanations.

    ~ Terry and Nancy L., Palmdale

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  • Very pleasant and staff extremely helpful … open and honest.

    ~ Steve F., Quartz Hill

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  • Excellent. Pleasant and well-informed …you educated us.

    ~ Raymond and Lori G., Santa Clarita

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  • Explained everything well. Always available when our schedule changed. Easy to work with.

    ~ Mark and Suzanne F., Lancaster

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  • Excellent. Easy process.

    ~ Michael and Susan R., Quartz Hill

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  • Very efficient … (we appreciate) your attention to detail, ability to explain documents in “plain” English, good response time.

    ~ Thomas and Bonnie G., Tehachapi

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  • We just kept putting it off. Thank you for your patience … (and) one-on-one personal contact.

    ~ Rex and Denise H., Acton

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  • Very pleasant, patient and accommodating. Great listener … (the) Antelope Valley community should be proud of having such a caring and wonderful person like you, […]

    ~ Hovsep M. and Anna A., Palmdale

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  • Excellent. Very professional, great attention to detail, seemed to really care … (and) answered all questions.

    ~ Daniel and Linda L., Ridgecrest

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  • Personable, knowledgeable, explains well. Very happy with the courtesy and expertise in handling our Trust.

    ~ Anthony and Susan C., Lancaster

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  • 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 […]

    ~ Bruce and Christina Z., Tehachapi

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  • (You) were always following up to make sure we had all we needed. Great service … provided a lot of information.

    ~ Carlos and Claudia O., Palmdale

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  • Excellent. Very informative …friendly … (and) explained things clearly.

    ~ Robert and Joan W., Lancaster

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  • Marc was great at understanding our needs and he and his staff are so responsive in providing what we need, how we need it … […]

    ~ James and Linda J., Palmdale

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  • (We appreciate your) thoughtfulness, friendliness and fairness to walk us through the process and helping set up a Special Needs Trust

    ~ Dale and Meryl Z., Tehachapi

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  • Friendly and welcoming atmosphere. We enjoyed working with Marc. He took time to explain and answer all and any questions … (You) did not rush […]

    ~ Keith and Susan I., Acton

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  • 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 […]

    ~ Sharron K. and Bonnie M., Palmdale

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  • Very professional staff … (Marc’s) first hand knowledge of the law (was very important)

    ~ Janet B., Lancaster

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  • Excellent learning experience … (we appreciate your) expertise in the field.

    ~ Danny and Diane T., Ridgecrest

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  • (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 […]

    ~ James G., Lancaster

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  • Excellent. Very professional and on the other hand very open, which made covering sensitive subjects a lot easier. (Marc is) easy to talk to.

    ~ Wilfred and Julia L., Palmdale

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  • (Marc) was very patient with (me) … (and) anyone with assets and heirs (would benefit from his services).

    ~ Marcy W., Leona Valley

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  • 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 […]

    ~ John and Diane H., Palmdale

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  • You and your staff were professional, helpful and patient … We took a long time getting everything together and you helped us and were patient […]

    ~ Jerry and Gloria V., Palmdale

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  • Excellent. Very knowledgeable and helpful 🙂 … Your office was very helpful and persistent in keeping in contact with us during a very chaotic year. […]

    ~ Christopher and Naomi E., Temecula

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  • 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 […]

    ~ Randy and Rebecca T., Lancaster

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  • It was a well-paced comfortable experience

    ~ Richard and Clara H., Quartz Hill

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  • Excellent. Professional and caring … (I liked) being able to contact you to answer my questions.

    ~ Dwight and Paula C., Palmdale

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  • 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 […]

    ~ Don and Michelle W., Lancaster

    unum disability claims
  • Marc is friendly and easy to talk to, very helpful. Marc explained everything clearly (and) patiently answered questions.

    ~ Evelyn G., Lancaster

    unum disability claims