Tami P.
5/1/2025
David was referred to us by a neighbor. He helped us with estate planning and setting up a trust. He made the process straight forward from the beginning and was very helpful on such issues as tax...
(3)
David was referred to us by a neighbor. He helped us with estate planning and setting up a trust. He made the process straight forward from the beginning and was very helpful on such issues as tax...
Takes money and then doesn't do the job. Then when confronted he wants to turn it around that it was the clients fault. Just beware and always ask if there is anything you should know or do. He...
Not much of people person, confident but bordering on arrogance. Will do the job at his time, his pleasure. Basically, you sit down and shut up.