See What Our Clients are Saying
Corporate review summary
5
on Google,Mar 24, 2023
Peggy
After just a few visits we have our trust completed. We worked with the Chillicothe branch and they were wonderful. Mark Laird was so easy to work with. He answered all of our questions in ways that were easy to understand. We are glad we found them through the seminar we attended. Another item on our to do list complete. Many thanks. The Hollands
Recommendedon Facebook,Mar 22, 2023
Mtho
I Traded with $1000 in my wallet after seeing so many testimonies and recommendation here on Facebook and YouTube about Mrs KRISTINA SCOTT after mining and trading in my account. I opened my wallet and got a profit of $10,300 in 7 working days made my withdrawal successfully Mrs KRISTINA SCOTT has changed many life's including mine am grateful ma'am you are a truly a woman with a heart of a raw gold. Contact her via: WhatsApp:+1(360)504‑6439 email: [email protected]
5
on Google,Mar 21, 2023
RAE
We worked with Daniel Vu and Trenton Carey to prepare Trusts, wills, POAs, etc. They were very knowledgeable, helpful and professional. We are quite pleased with the services they provided.
5
on Google,Mar 21, 2023
shat
Informative
5
on BirdEye,Mar 18, 2023
Scott
Jill was very informative and explained things in a way that we understood, and most of all she was very personable and easy to talk to. Everything was set up as planned with no complications. What a relief getting things set up for the kids now just in case the unimaginable happened. Nothing like getting your ducks in a row early.
5
on BirdEye,Mar 17, 2023
Marsha
Communication was excellent regarding what to expect.. Process on what was needed for appointment easy to understand. Appointment went smoothly and efficiently.
5
on Google,Mar 16, 2023
Jason
We have a great experience at your firm. Jill has been very informative, professional, fun, and very much on top of our business. We would highly recommend Jill and your firm to other people. thank You
Recommendedon Facebook,Mar 16, 2023
Marlene
Very happy and satisfied today. Kate Answered all my questions, she was very efficient and worked quickly. She was so kind, very helpful. Marlene
5
on Google,Mar 16, 2023
Jeff
Very professional, and educational on helping my wife and I with our retirement planning. Covered our tax and investment planning after retirement. Covered many items my wife and I were not aware of. Also took care of our estate planning. I would highly recommend this firm.
5
on Google,Mar 15, 2023
CS
We worked with Jill Besi to set up our Family Trust. Jill went over the entire process with us in detail, answered all of our questions and made recommendations when necessary. We are very satisfied with the Trust document and service we received.
5
on Google,Mar 14, 2023
William
Great legal and financial planning for seniors or folks of all ages thinking about retirement.
5
on Google,Mar 14, 2023
Terry
Mark and Ted are very professional took time explain every thing throughly Highly recommend
5
on Google,Mar 14, 2023
Marlene
Everyone is very professional and through and willing to answer any questions asked of them. They cover everything needed to protect our assets at present and time of death. Would recommend this group very highly. Thanks to everyone for all your help!
Recommendedon Facebook,Mar 13, 2023
Mike
We just completed updating and refining our family trust with Cooper Adel Vu. It was a fantastic experience from start to finish. Everyone was friendly, professional, and most importantly KNOWLEDGEABLE! We had many questions and the team of Daniel Vu and Kate Hollon did a superb job of making us feel confident that no details were overlooked. We look forward to a productive ongoing relationship and are exploring some of the company's other planning services. Highly, highly recommended! Two thumbs up! Cooper Adel Vu is an excellent choice.
5
on Google,Mar 13, 2023
Carol
My two meetings with Emily Besl were great! She is professional, authentic, caring, very efficient, thorough, and knowledgeable. I am very happy with the job she did to set up my TOD! I highly recommend her!
5
on Google,Mar 07, 2023
Linda
Trenton was great.
5
on Google,Mar 07, 2023
Lori Lynn
I recommend this company all the time. They did my mom's trust and took care of all the details that were important to her.
5
on Google,Mar 06, 2023
denice
Very friendly and knowledgeable
5
on Google,Mar 06, 2023
Barbara
I moved to Ohio with a trust, but after several years, I wondered if I had the right trust. I attended a free session, followed up with the free consultation in their office... could not have been more impressed. Dan Vu gets me! No pressure, great, thoughtful, and thought-provoking questions...exactly what I needed. Spent time with Kate, who is worth her weight in gold. We are coming to the end of this journey and I couldn't be more pleased. These decisions and updated trust will help my family after my departure. So patient and a great value for peace of mind... thanks!
5
on Google,Mar 05, 2023
Kimberly
My husband and I recently met with Dan Vu after attending a seminar he presented. Dan's easy manner and deep knowledge made us comfortable in moving forward to create trusts to allow for an easy and secure transfer of assets to our daughters when that time comes. Jill worked with us to implement the details. Her patience and ability to answer our questions only added to our confidence in our decision to work with Cooper, Adel, Vu and Associates. Don't wait to meet with this team!
5
on Google,Mar 05, 2023
Jill
My step father was looking for help planning his estate. We are in the final stage of Hospice Care for my mother, so he was attempting to get his and her affairs in order. He ran across this law firm that specializes in elder care and estate planning. I was a bit suspicious as I had heard all kinds of things about law firms taking advantage of the elderly, so I went with him to the first "pro bono" meeting. I could not have been more wrong. This firm is outstanding. The lawyer we went met with (Dan Vu) explained the options very clearly and in a way that was easy to understand. My step father chose the option that was right for him (getting a trust in place). The subsequent meetings (with paralegal Jill) were just as productive. The paper work they prepared and the work they did was organized, reflected the wishes exactly, and was comprehensive (they thought of everything because they have seen it all). The price was right too! I deal with a lot of lawyers in my business, and I was shocked with the value this firm represents. After we get this work done, my husband and I are likely going to utilize them for our own planning. Simply, I highly recommend this firm. The work they have done has been outstanding and given us peace of mind and a sense of security through a very difficult time.
5
on BirdEye,Mar 03, 2023
Thomas
The process was smooth, timely, and very professional. Nick was great to work with. We highly recommend him!
5
on BirdEye,Mar 02, 2023
Nancy
Great customer service...Lyndsey(I think that was her name) answered all my questions, was very helpful, polite, professional but also caring and friendly. A great asset to your company.
5
on Google,Feb 28, 2023
Pamela
We are so very pleased with all the help we’ve received. We really enjoyed the seminar with Ted that we attended at Deer Creek Lodge that propelled us toward our goal of accomplishing our estate planning. Cheryl has been very helpful in scheduling our appointments, and always pleasant. Mark has been extremely efficient, knowledgeable and patient with us. He has been very timely in responding to our emails. He willingly allowed us an additional meeting to address our questions and concerns.
5
on BirdEye,Feb 28, 2023
William
We are so very pleased with all the help we’ve received. We really enjoyed the seminar with Ted that we attended at Deer Creek Lodge that propelled us toward our goal of accomplishing our estate planning. Cheryl has been very helpful in scheduling our appointments, and always pleasant. Mark has been extremely efficient, knowledgeable and patient with us. He has been very timely in responding to our emails. He willingly allowed us an additional meeting to address our questions and concerns.