2701 W Queen Creek Rd #3
Chandler, AZ 85248
(480) 418-8448

Local Reviews

Rated 4.9 out of 5 stars based on 56 customer reviews

Great job

  • Overall Experience
  • Quality
  • Price
  • Convenience

Accurate, efficent and timely

Mrs. Dexter produced the paperwork I needed and answered my questions, which is helpful to me and my family. Michelle and her staff have made my life easier. Thank you.

  • Overall Experience
  • Quality
  • Price
  • Convenience

  • Overall Experience
  • Quality
  • Price
  • Convenience

Great Customer Service!

Sheri Bohn is amazing and very knowledgeable!! We enjoyed working with her and happy to refer her and the firm to others.

  • Overall Experience
  • Quality
  • Price
  • Convenience

Wonderful People / Service

I really appreciate the time they took to explain options to me.

  • Overall Experience
  • Quality
  • Price
  • Convenience

Amazing Service

Thank you for all of your hard work with a difficult client, me.

  • Overall Experience
  • Quality
  • Price
  • Convenience

I felt VERY relaxed ALL IS WELL

  • Overall Experience
  • Quality
  • Price
  • Convenience

VERY knowledgeable! VERY professional!!!

Delight to work with.

  • Overall Experience
  • Quality
  • Price
  • Convenience

Fabulous, clear, concise and friendly

  • Overall Experience
  • Quality
  • Price
  • Convenience

Right to the point & well explained

  • Overall Experience
  • Quality
  • Price
  • Convenience

Job Locations

Shiloh M.

Shiloh M. Job Checkin

Clients received status call, toolkit, and benefits information.


Shiloh M.

Shiloh M. Job Checkin

Client received TrustCare status call and funding assistance.


Shiloh M.

Shiloh M. Job Checkin

Client received TrustCare membership check-in.


Shiloh M.

Shiloh M. Job Checkin

Client received check-in call regarding funding and TrustCare benefits.


Michelle D.

Michelle D. Job Checkin

Meeting to sign estate plan documents.


Shiloh M.

Shiloh M. Job Checkin

Client received funding review and discussion re. TrustCare membership.


Michelle D.

Michelle D. Job Checkin

Meeting to update documents.


Sheri B.

Sheri B. Job Checkin

Helped guide potential client with estate planning needs.


Sheri B.

Sheri B. Job Checkin

Helped guide potential client with their estate planning needs.

Helped guide potential client with their estate planning needs.

Sheri B.

Sheri B. Job Checkin

We love seeing this client in the office for their annual review!


Chelsey P.

Chelsey P. Job Checkin


Chelsey P.

Chelsey P. Job Checkin


Chelsey P.

Chelsey P. Job Checkin


Michelle D.

Michelle D. Job Checkin

Meeting to sign estate planning documents.


Michelle D.

Michelle D. Job Checkin

Meeting to sign estate planning documents.