About Plan My Estate
Reviews for Plan My Estate
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Plan My Estate is praised for its knowledgeable and helpful staff, particularly Barb, who provides excellent advice and solutions for estate planning and insurance needs. Clients appreciate her ability to tailor services to fit their requirements and express gratitude for her guidance in financial matters, such as mortgage transitions. The positive experiences shared indicate that Barb is a reliable choice for anyone seeking assistance with their financial needs.
Barb listens first, then asks the right questions to get you to what you truly need.
With Barb I felt her keen desire to listen to understand my concert and plans. She then made her recommendations, which we discussed at length ensuring I was getting exactly what I wanted and that I understood the process. I recommend Barb as highly as possible.