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As new clients of the firm, we have learned alot from Gary’s Webinars and the in office consultation. Today we completed our trust /plan1 Column and feel like a big weight is off our shoulders for having this for our family. Thanks Team!
Gary and his staff are Very professional and friendly, make sure everything works out as smoothly as possible for your family , go over everything with us clearly. Jacque Ballesteros is awesome, very knowledgeable and patient.
Once again we are pleased with the help we received getting our Family Trust set up and look forward to having everything in order for for our family. First class service from the staff and Gary!
Thank you
