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Corporate review summary

5on Google,Jun 13, 2024

Dan

We set up a trust with Cooper, Adel, Vu 5 years ago. Recently we sold our house that was in the trust and I had a few questions as to how to handle the financial part pertaining to the proceeds from the house and the purchase of another house. I received a call from Lindsay within a few hours of leaving a message and she answered all my questions and encouraged me to call back with any other questions. I appreciate prompt service, a willingness to help and have recommended Cooper, Adel and Vu to my friends and family.


5on Google,Jun 06, 2024

Todd

Great experience every time. They have set up several Trusts over the years for the family.


5on BirdEye,Jun 06, 2024

Angie

Everyone at the office was very friendly and helpful during the estate planning process. Andrew was very professional and efficient.


5on BirdEye,Jun 04, 2024

Michael

I met with Dan Vu to discuss setting up a trust to protect ur assets. Dan came up with a great plan and our subsequent meetings with Jill were fantastic. She made what we thought would be a diifcult process quite painless. She listened carefully, explained options, and at the end came up with a trust that fit our needs perfectly. Fantastic job.


5on Google,May 31, 2024

J.C.

Great service. Very knowledgeable and explained everything in great detail. Process was easy and would do it again in a heartbeat! Thanks!


5on Google,May 29, 2024

Cindy

They took the time to explain everything in detail and answer questions. They were very thorough in setting up my trusts.


5on Google,May 29, 2024

B

Very knowledgeable and thorough.


5on Google,May 29, 2024

Pamela

We are very grateful for the services provided by the firm Cooper, Adel, and Vu! We are relieved to have our assets protected and recommend them to everyone who has concerns about estates and end of life situations. They are very helpful, thorough and professional.


5on Google,May 28, 2024

Lynn

We had a great experience. Everyone was very helpful and explained everything well. Definitely glad we chose them.


Recommendedon Facebook,May 24, 2024

Ryan

Ted was great to work with and made things easy.


5on Google,May 23, 2024

A.

Our experience was absolutely wonderful. Everyone there was very friendly and made us feel comfortable. They answered every question we had and answered some we did not think of at the time but would have eventually. We HIGHLY recommend them.


5on BirdEye,May 23, 2024

Mike & Anita

Everyone there was very friendly and helpful. All of our questions were answered, and our paperwork was organized and marked where to sign and explained very well. We felt at ease making hard decisions with their guidance and knowledge. We would definitely HIGHLY recommend them to anyone and have!



5on BirdEye,May 18, 2024

Lisa

We were both impressed from the beginning to the end. Daniel Vu explained our options and answered all our questions. Jill Besl was amazing in setting up our Trusts and offering advice as well as answering our questions and then some. My husband also met with Jacob on our investments and gave us some good advice we weren't aware of those options. This firm is well rounded in what all they provide, not to mention very reasonably priced. Many Thanks to All 🙂


5on BirdEye,May 16, 2024

David A

Done a very good job Running a lot of trouble, but he handled it very, very good. Would absolutely use Them again and recommend them to everybody


5on Google,May 13, 2024

Timothy

Very professional. Confident in their services.




Recommendedon Facebook,May 09, 2024

Denise

My husband and I went here to create a Trust for our children. Daniel and Jill were fantastic to work with!! Thank you for ALL your help!! Sincerely, Timothy & Denise


5on Google,May 09, 2024

Nita

We attended one of their estate planning workshops and decided to go with a trust. Our experience was great!! Everything went smooth and Courtenay is awesome. She is very knowledgeable, patient and so easy to work with.


5on BirdEye,May 08, 2024

Ronald

Very helpful in explaining each step and every question we had would recommend these folks to anyone looking to secure their families future with estate planning


5on Google,May 07, 2024

Sandy

We had questions 2.5 years later regarding some details of my policy. When we called we were treated with respect and understanding. Thank you!


5on Google,May 06, 2024

Julia

The staff was very friendly and professional and explained every detail flawlessly for us. Highly recommend this firm to assist with a Will and Trust.


5on Google,May 06, 2024

GREGORY

All the staff are wonderful! Professional and friendly. I love the way they balance walking you through everything so you understand it but don't talk down to you, either. I'll be working with them to set my mom up with a revocable trust next.


5on Google,May 06, 2024

Phil

Very well organized and well thought out. We had trust work done. Next we will meet with their financial advisor.