c.elliotta month agoFrom
Jenny and her team were wonderful to work with and helped us achieve our estate planning goals. They led us through the process in a way that kept us on track. Jenny makes the process easier than I thought it would be and is very good at explaining to make the legalities more understandable.
Chai Vanga month agoFrom
I talked to two other firms before I chose to work with Jenny, and I'm so happy that I did. I worked with Jenny to plan and set up my will. She was easy to talk to and provided great guidance. I didn't know what I needed or was looking for and through various Zoom meetings, she was able to provide me with some options and suggestions on what I should move forward with. Her team is very professional, and super communicative on exactly what is needed and reminders on when things are due. Through the process, Jenny introduced me to a financial advisor who has been super helpful in educating me about my finances and setting me up to reach my financial goals for retirement. Grateful and thankful to Jenny and her team.
Ruth Watanabea month agoFrom
Our process was organized, well-explained, completed in timely manner. I will be telling friends about this office’s services and assuring them they will be in good hands with Jenny and her staff.