About 5 years ago, we attended Leo McGrath's seminar on Estate Planning and was very impressed with his presentation. After a consultation with him we created our Living Trust. This year (2016) we went to Leo for a review of our financial status and investments. He and his assistant Karen did a thorough analysis and made recommendations. He was articulate, honest and never made us feel pressured to invest with him. He is a true gentleman with our best interest in mind. He and his staff is like one big happy family. I highly recommend Leo McGrath .
About 5 years ago, we attended Leo McGrath's seminar on Estate Planning and was very impressed with his presentation. After a consultation with him we created our Living Trust. This year (2016) we went to Leo for a review of our financial status and investments. He and his assistant Karen did a thorough analysis and made recommendations. He was articulate, honest and never made us feel pressured to invest with him. He is a true gentleman with our best interest in mind. He and his staff is like one big happy family. I highly recommend Leo McGrath .