Diane B.

Dear Mr. Morello – I would like to thank you for being so patient and understanding when working with my brother, Stan. Thank you for coming to our home twice; answering all his questions; and guiding him through the process of estate planning etc. This was an accomplishment I never thought I would witness. Your kindness, trust, warmth and professionalism spoke volumes. Your staff, working with him to provide additional information, were exemplary. What you accomplished in two one-on-one meetings was amazing. Thank you for all you did, have done and continue to do for us. We appreciate it!

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