“Thank you so much for your time and experience in getting us to finalize our Will. It’s been a long time in coming for us but we’re comfortable knowing it’s settled. We’re more than pleased.”
“I can’t express enough how much you both helped me through this terrible ordeal, without your support and guidance I don’t know what I would have done. Thank you again.”
“I so enjoyed meeting with you and your very knowledgeable information and advice. You came highly recommended from my friends. They were right!”
“Thank you for taking such good care of Ma and I this year. I pray you have a great year, with good health. You make a great team together. God bless you both.”
“It is quite obvious to me that you work in a knowledgeable, expeditious and meticulous manner that is of great benefit to your clients. Thank you on behalf of my family for the work you have done.”
“Roberta is a key partner in the financial planning process for my individual and business clients in fulfillment of their financial goals, business dreams, care for their loved ones and responsible care for themselves. I entrust my clients to Roberta because her focus for over 30 years has been solely in estate planning, long term care, elder law planning, business and succession planning. Estate and business planning is too complex and cumbersome and deserves more custom care than Legalzoom or part time practitioner could ever provide. Roberta’s work is so vital to my clients that I often wish they would visit with her first before sitting down with me, but it’s comforting to know they are in good hands regardless of which stage they are in the planning process. I highly recommend Roberta and her trusty assistant Jeanne and if you happen to visit with them on certain days of the week you’ll find a special companion walking around the office.”
“Roberta guided my parents with their estate planning for 18 years. When my father died, her careful planning really paid off. I count myself lucky to have someone as competent as Roberta in my corner.” Top qualities: Great Results, Personable, Expert.
“I worked with Roberta on various estate planning issues and highly recommend her services. She has been very effective and saved me lots of time.” Top qualities: Expert, Good Value, High Integrity.
“Roberta has been providing estate planning services for our family for the past 10 years. She is very knowledgable and is a recognized expert in her field. She keeps her clients regularly updated on changes to laws that may impact them. I highly recommend her and have referred many friends and family members to her.” Top qualities: Personable, Expert, High Integrity.