19 Customer Reviews
Review from Kenneth S
5 stars06/11/2024
I’ve been a client of The Estate Planning Team for several years . They helped me organize my finances , and advised me regarding my various accounts to minimize taxes. I’m certain that they have far exceeded more tax savings that the cost of their services. Very professional in everything they do . I’m glad that I found them .Review from John and Terri Z
5 stars05/24/2024
We have used this company for more than 10 years. All personnel have been exceptionally kind, professional and helpful. Wendy, Carrie and Mark treat us as their friends, and design plans for us that are personalized, helpful and tailored to our needs.
The Estate Planning Team Inc. Response
05/28/2024
Thank you for your review! We appreciate it and have enjoyed working you!Review from Timothy K
5 stars05/23/2024
My wife and I have been coached through our retirement, investing, and estate planning at EPT since 2006. Initially, Don started the process, but the majority of our interactions were with Mark, Kaeri, and Wendy. They have been more than helpful, knowledgeable, and available for all of our financial needs. Our meetings and phone interactions throughout the years have helped us increase our net worth, solidify a financial plan to weather market fluctuations, sidestep avoidable taxes, establish long term health care options, and assure the smooth transition of assets to our heirs. We are very pleased with the outcome of their consultations with us!The Estate Planning Team Inc. Response
05/28/2024
Thank you for your review and glad you have had such a good experience. We look forward to many more years working with you!Review from Bob and B.J. P
5 stars05/20/2024
The Estate Planning Team provides personalized service geared toward the needs and wants of the individual customer. They are knowledgeable, reliable, and available. We have trusted them for many years, and their advice and planning have enabled us to prepare for, and now to feel secure in our retirement. Mark and Kaeri are great and feel more like friends than financial advisors. We highly recommend them.The Estate Planning Team Inc. Response
05/21/2024
Thank you for your kind review! We have enjoyed working with you and appreciate you taking the time to do this. We look forward to many more years of working with you.Review from Dave B
5 stars09/11/2023
Kaeri and Mark are excellent. I would highly recommend They are focused on you and your financial wellbeing and successful outcomes for you. My experience with them has reinforced my confidence that we are on track before and now in retirement.Review from Joe R
5 stars08/14/2023
We love working with Kaeri and Mark. They are great and make Financial Planning easy to understand. We highly recommend The Estate Planning Team.Review from Edward P
5 stars08/13/2023
I have been using the Estate Planning Team for more than 10 years. Short and simple, they do a great job in all aspects of estate planning. If they didn’t I would have left the Team years ago.Review from Michael S
5 stars08/10/2023
We have been working with The Estate Planning Team for over 15 years. Mark and Kaeri are terrific! They helped us set up our original plan when we were both working and now that we are both retired TEPT monitors and updates our plan to make sure we are on track. We meet with them at least twice a year, once or twice to update our plan and once towards year end to work thru tax planning. They are very responsive to any questions that arise between visits. Mark is very thorough in setting up our plan, working thru various scenarios and modifying our plan as things change in our lives. Kaeri is a great co-owner, she is very knowledgeable and sees to it that we get information on a timely basis and the information we provide them is incorporated into our plan. Thanks to TEPT we sleep better knowing our retirement is secure. **** *Review from Richard M
5 stars08/10/2023
Ten months before retiring, we had our first meeting with The Estate Planning Team and developed a plan and set goals for our future. Now, after 18 years, our plan is still practical and successful. We have annual meetings and occasional telephone calls to ensure we are on track , and receive helpful reminders about required scheduled activities. Over the years, in addition to our plan, the Team has identified and recommended strategies that we may want to discuss with our legal or tax professionals. We are very satisfied with our relationship with The Estate Planning Team.The Estate Planning Team Inc. Response
08/11/2023
We appreciate your 5 star review! We have worked with you many years and hope to continue our relationship for many many more years.Review from Lynda C
5 stars08/10/2023
The Estate Planning Team has saved me from making the wrong choices many times. I have come to rely on them for tax planning, RMD spending, investing options, and many other smaller everyday concerns. I can always call and quickly get a response. They are professional, yet I think of them as my friends, who share my best interest. I will continue with them, and my family will also continue to be part of their financial family.The Estate Planning Team Inc. Response
08/11/2023
We greatly appreciate your review and kind words and glad you are happy with our services. We look forward to continuing our relationship for a very long time! I like that you used the word family because we do like building relationships with our clients beyond the numbers. You have been a pleasure to work with always!
Customer Review Rating
Average of 19 Customer Reviews
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