Happy Clients

"It's a pleasure to help secure our clients' most cherished assets."

-Julie Rosenzweig

I can't say enough good things about Julie Rosenzweig. After working hard and rearing our family, my husband and I accumulated a rather respectable nest egg. She helped find a financial adviser interested in moving us from investment growth to investment income for our later years. She advised us about long term care options, wills, and the formation of an Irrevocable Trust that will save our funds for children and grandchildren. Her vast knowledge of estate planning helped us make the right choices. Though she specializes in estate planning and elder law, I've thrown a lot of problem situations in her lap over the years. From helping me to avoid penalties when I wrongly ran a police barricade to handling complex inheritance issues, she is always ready with a smile and a keen knowledge of current law to bring things to a positive end. She never fails to be well-organized, well-prepared and she makes certain I understand everything she tells me.

Sue P. // Retiree & Grandparent of 11

Professional, organized, knowledgeable and reliable-Julie has been outstanding to have in our corner.

Chad A. // Small Business Owner & Parent

Fantastic experience, Julie helped with specific steps so I was able to get it all done! Highly recommend.

Kris W. // Small Business Owner & Parent

Julie really knows how to handle difficult estate situations. She was able to help me understand my situation and offer several ways to handle it. For someone like me who has never been in a difficult family situation before, having someone like Julie available to help gain full perspective is really important. I really couldn't have asked for a better estate planning experience. I trust that she will be around to help walk me through estate changes down the road. Thank you very much, Julie!

Joey M.

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