- Superior service, sophisticated online tools. Non of the bullshit associated with traditional banks.
- Full portfolio of products that I enjoy including Checking, Savings, Insurance and Investment. Special attention to military families and their needs including remote banking and comprehensive App.
- Excellent firm -- we're using Kaylene and Kim, who have been very supportive and helpful, even going so far as to audit our prior year's taxes and finding a big savings gap our previous tax folks had missed!
- I have worked with this firm for years. They are the best and so easy to work with. Kaylene and Kim are a joy to work with and they always have the best interest for our mutual clients. They are so responsive, reliable and really know the industry. I love working with them and fully trust them.
My parents have decided to redo their wills and also to make sure their assets are protected etc.
Anyone have an experienced estate planning and a...
5 months ago
Hey Sarah - I can't recommend Karr Tuttle karrtuttle.com enough. We had some really difficult things to plan through - including out of state parents nearing their 90s with property in 3 states, an irresponsible sibling, a family business and and a few kids in the family who likely were going to need some level of support as adults due to medical conditions. KT worked its way through all these issues in a straightforward, easy to understand way and created the documents for whatever scenario might occur.
@Marston That sounds exhausting! whew! Glad you found someone to help your family make good sense of it all. <3
Marston - complex issues require more expertise that goes way beyond a simple will. Hope you got it all worked out
Afternoon! Looking for a estate planning attorney. Need to do some wills. 🦋
8 months ago
I recommend Julie Seaborn at Crowley Law Office: Julie@crowleylawoffices.com. She is very responsive, customer oriented, and detailed. Wonderful experience with her! Tell her Kelly Crimmins sent you. :)
I heard that podcast too. I'm definitely a fan of the Vanguard Retirement funds, which try to target the right level of risk depending on your age. So simple and the fees are tiny. Of course, a fund won't really help you clean up debt or structure the rest of your financial needs...
I am always available to talk if you want to get a perspective on what is out there - vast array of people who call themselves financial advisers with different value prop (from insurance to planning to asset management, etc) with different fee structures.