Diane B.

February 27, 2021 at 12:03 am

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!

Diane B.