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.
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
Great experience. Marc explained everything and gave us all the time we needed to review the documents.
~ Kris and Sharron W., Tehachapi
Pleasant and good information. We felt comfortable through the difficult decisions and never felt pressured.
~ Floyd and Agee R., Ridgecrest
Marc and his staff put my mom’s trust on their top priority because she was hospitalized.
~ Louiese H., Palmdale
Very professional and approachable.
~ James and Cecelia M., Palmdale
Friendly and professional.
~ Tomas and Mary C., Lancaster
Very friendly and easy to work with.
~ Michael and Carole S., Acton
Very helpful, easy to understand. Felt very comfortable.
~ Judy W., Lancaster
(Marc) was very helpful and professional … patient answering all of our questions with cogent explanations.
~ Terry and Nancy L., Palmdale
Very pleasant and staff extremely helpful … open and honest.
~ Steve F., Quartz Hill
Excellent. Pleasant and well-informed …you educated us.
~ Raymond and Lori G., Santa Clarita
Explained everything well. Always available when our schedule changed. Easy to work with.
~ Mark and Suzanne F., Lancaster
Excellent. Easy process.
~ Michael and Susan R., Quartz Hill
Very efficient … (we appreciate) your attention to detail, ability to explain documents in “plain” English, good response time.
~ Thomas and Bonnie G., Tehachapi
We just kept putting it off. Thank you for your patience … (and) one-on-one personal contact.
~ Rex and Denise H., Acton
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
Excellent. Very professional, great attention to detail, seemed to really care … (and) answered all questions.
~ Daniel and Linda L., Ridgecrest
Personable, knowledgeable, explains well. Very happy with the courtesy and expertise in handling our Trust.
~ Anthony and Susan C., Lancaster
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
(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
Excellent. Very informative …friendly … (and) explained things clearly.
~ Robert and Joan W., Lancaster
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
(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
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
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
Very professional staff … (Marc’s) first hand knowledge of the law (was very important)
~ Janet B., Lancaster
Excellent learning experience … (we appreciate your) expertise in the field.
~ Danny and Diane T., Ridgecrest
(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
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
(Marc) was very patient with (me) … (and) anyone with assets and heirs (would benefit from his services).
~ Marcy W., Leona Valley
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
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
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
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
It was a well-paced comfortable experience
~ Richard and Clara H., Quartz Hill
Excellent. Professional and caring … (I liked) being able to contact you to answer my questions.
~ Dwight and Paula C., Palmdale
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 […]