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Cooper, Adel, Vu & Associates review summary

5on Google,Jul 07, 2020

Bob

Our meetings have been informative and focused on our needs. They have utilized the time to address the most pressing points and answered all of our questions in detail. We believe they are providing us with a great plan and guidance.



5on BirdEye,Jun 30, 2020

Marlene K

Very positive experience. All questions answered. Thank you!



5on BirdEye,Jun 25, 2020

Paul & Jan

Andrew was very knowledgeable with regards to questions we had on the selling and buying of our home which is in a trust. He gave us peace of mind while we are undergoing this experience.


5on BirdEye,Jun 24, 2020

Douglas

Excellent professional, knowledgeable and timely information/service concerning my families trust. They go above and beyond!!!


5on Google,Jun 24, 2020

Douglas

Excellent professional, knowledgeable and timely information/service concerning my families trust. They go above and beyond!!!


5on Google,Jun 23, 2020

Robert

Attended a Cooper, Adel & Associates workshop and immediately scheduled a meeting to discuss our financial plan. They are very professional along with exceptional customer service. I highly recommend all of their services.


5on Google,Jun 18, 2020

Brent

Jill Besl at Cooper Adel Vu, did a great job being patient with me while I came to grips with some family decisions about my estate planning, then immediately jumped back in and completed my trust quickly and efficiently. I recommend her and the folks at Cooper for handling this important life and estate planning task.


5on Google,Jun 11, 2020

Briana

I contacted Cooper, Adel and Vu to help with estate planning for my grandmother and they have went above and beyond to make sure we knew what was going on every step of the way. This was a new experience for us and we had a lot of questions but there was always someone there to answer any question we had. They are extremely professional and personable, making us always feel comfortable when meeting with any of the attorneys or financial advisor. Thank you so much for all your help, we've differently made the right decision choosing Cooper, Adel and Vu for our legal needs.


5on Google,Jun 08, 2020

Mark

I watched a presentation with Daniel Vu and then scheduled a Zoom meeting with Daniel going over the trust. Robin and I then met with Jill Besl on Zoom and then again in person at the Monroe office to complete our family trust.Everything was organized and done in a timely fashion. Everyone was friendly, courteous and easy to talk to.


Recommendedon Facebook,Jun 03, 2020

Mary Ann

I would like to give a review of the firm Cooper, Adel & Associates I worked with Nathan and Michelle Mason. They are both very knowledgeable and helped me get approval for my mother in laws Medicaid claim. Michelle was always so pleasant when I called her with my many questions. I would highly recommend this firm for their elder services.


Recommendedon Facebook,Jun 03, 2020

Patty

This was such a pleasant experience. I was very pleased with the help & service I received through this firm. The people were wonderful. They were clear & made sure I knew the information I needed in order to make the decisions I needed to make. I feel this has had me unload a big burden. I could not have done this on my own. I normally do not go to seminars & respond to them. How ever, I am glad I did go to this one. I would highly recommend this firm to anyone who wants to make final decisions about their life.



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!!!