Josh G [redacted] was a pleasure to work withHe was personable and professionalI appreciate that he didn't use strong-arm tactics to pressure us into making a decision, Josh simply gave us the information we needed by asking questions and then really listening to our answersOnce we made the decision to proceed, he reviewed everything and wasn't put off if we asked for additional clarificationThank you, Josh, for making the process so easy!
Their initial presentation was very informative and easy to understand They had promised no sales pitch, just information, and they kept their word Kyle C., the presenter, was very personable and exuded a trustworthy business
Josh G*** was a pleasure to work withHe was personable and professionalI appreciate that he didn't use strong-arm tactics to pressure us into making a decision, Josh simply gave us the information we needed by asking questions and then really listening to our answersOnce we made the decision to proceed, he reviewed everything and wasn't put off if we asked for additional clarificationThank you, Josh, for making the process so easy!
My experience with Family Tree Planning's representative, Josh G*** was very pleasantMrG*** was prompt, professional, knowledgable, listened intensively to my needs and plansMr.G*** was always available and open to make adjustment as I thought through previous decisionsGreat experience
I highly recommend this company and its employeesJason, Josh, & Rebecca are great people to do business with and the trust documents were professionally done and presentedThe fees were reasonable
Josh G [redacted] was a pleasure to work withHe was personable and professionalI appreciate that he didn't use strong-arm tactics to pressure us into making a decision, Josh simply gave us the information we needed by asking questions and then really listening to our answersOnce we made the decision to proceed, he reviewed everything and wasn't put off if we asked for additional clarificationThank you, Josh, for making the process so easy!
Their initial presentation was very informative and easy to understand They had promised no sales pitch, just information, and they kept their word Kyle C., the presenter, was very personable and exuded a trustworthy business
Josh G*** was a pleasure to work withHe was personable and professionalI appreciate that he didn't use strong-arm tactics to pressure us into making a decision, Josh simply gave us the information we needed by asking questions and then really listening to our answersOnce we made the decision to proceed, he reviewed everything and wasn't put off if we asked for additional clarificationThank you, Josh, for making the process so easy!
My experience with Family Tree Planning's representative, Josh G*** was very pleasantMrG*** was prompt, professional, knowledgable, listened intensively to my needs and plansMr.G*** was always available and open to make adjustment as I thought through previous decisionsGreat experience
I highly recommend this company and its employeesJason, Josh, & Rebecca are great people to do business with and the trust documents were professionally done and presentedThe fees were reasonable