Interventionpoint レビュー 

Steve Morris was not only the consummate professional for help with my Trust, but also was courteous, showed patience answering
my many questions, and put together a document that my husband and I are very happy with.

My experience with the company has been above reproach. They are friendly, Knowledgeable, thorough and full disclosure. It is worth the cost. Mark C.

Thank you for the opportunity to work with such a thorough and diligent team. We are grateful that the NFL highlighted your team to us. Being a former player I was in a position on putting my trust and assets together, so this came at the perfect time. You were all educational and walked my wife and I through this process with patience and gave us the confidence every step of the way…And answered all my questions immediately, which is rare. I will and have recommended this team to my closest family and business partners. Thank you!

We’ve been wanting to do a Trust though when we were told the cost we decided to shop around more. Our financial advisor recommended Steve Morris, Intervention Point so we gave Steve a call, and we’re glad we did. We completed the Trust remotely doing 3 Zoom calls with Steve and the charge was less than half from previous quotes. I highly recommend Steve/Intervention Point for your Estate Planning and/or Trust.

Steve is wonderful to work with and is incredibly responsive. He’s always available to help and quickly responds anytime you reach out with questions. He makes the Trust process as smooth and seamless as possible.

Steve was awesome. He was able to do our trust in 3 days due to a quick move overseas. He answered every call even when I had to him call late with a question. He is very knowledgeable and made us feel at ease with some huge decisions. Thank you Steve!

Steve was very professional and made the process easy and understandable.

He made easy for me and was very helpful.

Steve is great to work with. Always quick to respond to our questions and is very knowledgeable. A pleasure to work with!

Extremely patient and professional. Everything was explained very well and I would highly recommend Steve for this responsibility.

The representatives are very professional and they provide excellent service with the entire process of setting up a trust. They're always available afterwards to assists with any questions or concerns you may have.

Great people to deal with!! Very knowledge and they make it easy to understand exactly what needs to be done to protect our assets and final wishes.

Excellent company to work with, they answered all our questions and spent the time to make sure we got our Trust right the first time. I highly recommend Intervention Point

Excellent help to revise these important items at a fair and reasonable cost! Thank you-highly recommended.

Great service. Steve is extremely responsive, knowledgeable and professional. He has done an incredible job for our clients.

Steve did an excellent job of fitting meetings around our schedule and took the time to explain everything in detail. Even though he was not local his communication, professionalism, and promptness made the process very easy.

Three generations of our family have now used their services. Their ability to simply communicate the value of Trusts and to ensure that decisions are well thought through and understood is a great relief.

Our Estate Planner, Steve Morris, at Intervention Point has provided the utmost support, patience, generosity with his time, and a dedication to his client's understanding of the legal document. At first, the document appeared to be intimidating and daunting. However, with his personality, a warm sense of humor, and extensive knowledge, he addressed our questions, interpreted the jargon, and clarified our misunderstandings in layman's terms. Without any hesitation, our trust was in his hands, and our Estate Planner exceeded our expectations. The entire experience was professionally and efficiently accomplished.

Steve and the folks at Intervention Point are great to work with. Never would you think that setting up a legal trust and all supporting documents would be so easy, fast with a phone interview, and for such a fair price. I can't say enough good about Steve and his customer service! He answers all my questions often more than once (as many times as I need) so that I understand my documents and how to access them. I can update my assets annually for no charge also. I went through Intervention Point to get my trust and recommended my family to get Steve's help, which they did. We are all more than satisfied. Thanks for all your help!