We met with Jay to discuss and plot our Estate Planning. Jay and the whole team were helpful, clear, and professional through the entire process. We received questions ahead of our first meeting to help maximize the productivity of our first session. Jay listened, keyed...
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We met with Jay to discuss and plot our Estate Planning. Jay and the whole team were helpful, clear, and professional through the entire process. We received questions ahead of our first meeting to help maximize the productivity of our first session. Jay listened, keyed in well on what was important, guided us, but wasn't aggressive in steering us in a specific direction. He gave us feedback on the pros/cons of a specific approach and allowed us to make the decisions. He was great. We look forward to working with him and the team.
Further, Mariah was an absolute delight and made us feel comfortable through the entire process, answering all of our questions thoroughly and ensured we understood everything, which can get rather complicated! Thanks to the entire team! We highly recommend this group!
Roy