
Dave M.
10/26/2020
I've worked with WealthPLAN and am very satisfied with their services. My parents referred me to the firm. They used WealthPLAN for estate planning and to setup their Trust and wills. Over the...
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I've worked with WealthPLAN and am very satisfied with their services. My parents referred me to the firm. They used WealthPLAN for estate planning and to setup their Trust and wills. Over the...
I couldn't even get a returned phone call or email from a direct contact. Seems they have enough business already. I could never recommend a business who can't even do the simplest of things...
I called regarding a Trust. I have Met Life Legal Plan through my Tech Company - it took many called over 2-weeks to get a straight answer. First, they said the Trust is not covered, called my...