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Cooper, Adel, Vu & Associates review summary


5on BirdEye,May 19, 2020

Jennifer

I can’t say enough about the staff! They have been wonderful helping us navigate everything through this difficult time in our lives! All of our questions were answered quickly and professionally while also being very personable! I would recommend the firm to everyone in need of their services!!!


5on Google,May 14, 2020

Bryan

They know their stuff. Very organized and well informed! I highly recommend! Very easy to deal with.




5on Google,May 07, 2020

shellie

A wonderful team that made a difficult topic easy to understand and a breeze to complete!


5on Google,Apr 30, 2020

Patricia

Everyone was friendly and knowledgeable


5on Google,Apr 30, 2020

Linda

Cooper, Adel, Vu & Associates offers a truly unique approach to estate and financial planning. My husband and I have been interviewing other LPAs and investment firms for months before we discovered Daniel Vu at a financial planning seminar at our local library. His knowledge and, more importantly, his ability to effectively communicate that knowledge, blew us way. We have since engaged Cooper, Adel, Vu & Associates to manage our investments, estate planning and establish our family trust. Every step of the way, every associate worked hard to earn our business. They educated us on available options, really listened so that our long term goals drive their actions, and their unique fee structure is competitive and uniquely comprehensive. We never planned to do all this ourselves, but we wanted to be more engaged and informed on our financial future. Daniel Vu provided us with the information needed to begin building a family trust, a move that has given us tremendous peace and confidence. Paralegal Jill Besl took all our goals, concerns and hours of discussion and funneled them all into a clear and comprehensive trust document perfectly tailored for our family. Financial Advisor Jeff Jones gave us a whole new perspective on financial planning, showing us how our social security and retirement investments can work harder for us now and in the future, as well as offering a plan to better protect our assets. Each person on this team has the heart of a teacher and we have never felt so empowered.


Recommendedon Facebook,Apr 30, 2020

William

Great job! Friendly and patient!


5on BirdEye,Apr 27, 2020

Vicki

Absolutely easy experience, very informative staff!



Recommendedon Facebook,Apr 26, 2020

Kathie Palmer

Professional and helpful. Friendly atmosphere and a plan that took our wishes into account. Reasonable fee. Thank you!!!


5on BirdEye,Apr 26, 2020

Kathleen M.

You gave us options for a plan that will be of benefit to us and our children. Professional and friendly at the same time. You were great!


5on BirdEye,Apr 24, 2020

Jan

Jill was totally prepared, perfectly organized, and extremely knowledgeable. We feel Jill represents her Company well and we are comfortable with having chosen Cooper, Adel, Vu & Associates to work with for our needs.


5on BirdEye,Apr 08, 2020

Adele

Ted Brown helped my mother get her ducks in a row. He did a GREAT job. He answered all of our questions and was very patient if we did not understand something. He responds quickly to emails which is huge in my book.


5on Google,Apr 07, 2020

Margaret

Just had to make some changes to a trust we had previously set up. Due to the virus situation, we were able to discuss the changes we needed to make on the phone, they then sent us the completed changes, and we just had to review, initial in some places and sign in others in front of a notary. We had trouble finding a notary locally, so drove to the Centerburg office today. Everything went very smoothly -- a conference room that had been wiped clean of any previous occupants awaited us, and the para-legal went over everything with us and we signed and he notarized. They make everything as easy as possible and we are so glad we have them for our trust.


5on BirdEye,Apr 03, 2020

Diane

I attended Dan's AMAZING will and trust workshop, and found it a wealth of information! This week, I signed the papers on my will and trusts with Cooper, Adel, Vu & Associates. It feels SO great knowing that my legal affairs are finally in order! Dan, and his paralegal, Jill, are very professional and their expertise in the field of elder law is outstanding! The process was seamless, and all my questions were answered along the way. I wholeheartedly highly recommend both Dan and Jill. The two of them are a fabulous team, and the experience was most enjoyable!!! Diane B., Liberty Township, OH


5on Google,Mar 30, 2020

Terri

My parents have been clients of Cooper, Adel, Vu & Associates for several years and it is one of the best decisions they ever made. They have helped them make the transfer to retirement and "elder law" very easy to understand and helped them make the best decisions for their situation. Because I am their power of attorney I have had the pleasure of getting to know the many members of this fine team as I have been to most of their meetings with them. Everyone we have dealt with has been beyond professional and courteous and taken a personal interest in them. My Dad had Alzheimer's and they watched him digress until his passing in September but they always treated him with great respect and allowed him the dignity he deserved. One of his favorite staff members (and mine too) is Tricia Rich at the Monroe office. She always remembered us and especially Dad and his love for candy. The best thing I can say about Tricia is she treated us like family she was glad to see. I would recommend this practice to anyone!


5on Google,Mar 24, 2020

Longfarms

Very professional and also straightforward on what they do. A big thanks to Mark Laird for his help assisting me on closing an estate, while setting up our own estate planning at the same time with absolutely no “fine print” issues in between.


5on BirdEye,Mar 19, 2020

Charles

The attorney was very patient helping me understand the legal services offered and how to implement them to accomplish my goals.



Recommendedon Facebook,Mar 19, 2020

Kevin

Great Service and communicated so well... i am so thankful for the speed that our paper work was put together!!! Cheryl Brown was fantastic and very helpful in getting this done so fast... Mitch and Tim were very professional and very knowledgeable .... look forward to the next time i need to deal with Cooper, Adel, Vu & Associates!!!


5on Google,Mar 19, 2020

Joanne

Our requested information was explained clearly and in a method that we could understand. The team did exactly what they said they could for us.



5on Google,Mar 13, 2020

Barb

Everyone in this office are friendly and attentive to your needs. What a great group of people.