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Reviews

Review Left On 03/02/2018





Excellent, complete firm

Review Left On 03/02/2018





Top quality financial investment firm with A+ advisors and attorneys. A one-stop shop.

Review Left On 03/02/2017





Scott explained the elements and complexity of Medi-Cal I needed to know to make informed decisions for my aging parents. He was funny, informative and most respectful. And they validate parking. Oh, it was a complementary session. Come on!
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Review Left On 03/02/2014





This firm is a great resource to our clients for everything from base level will and trust planning to the more complex very large estate planning as well as business and tax matters. Highly collaborative and they really know how to work well with other professional advisors, which seems to be a missing piece of the puzzle with most advisors. Can't say enough about this firm.