Senior Estate Advisors Llc

★★★☆☆

About Senior Estate Advisors Llc

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  • Estate Planning Lawyers
  • Legal Services

Attorneys & Legal Services

Attorneys & Legal Services
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I have been a client for over three years. Brian and his staff make you feel like family. I have no more worries about my retirement. They have the resources to help you not only with financial planning, but estate planning and tax preparation. They believe in superior service and getting the job done no matter what. I look forward to many more years of great service. Hats off to the staff of Senior Estate Advisors LLC. Gloria A

5
★★★★★

I have been a client for over three years. Brian and his staff make you feel like family. I have no more worries about my retirement. They have the resources to help you not only with financial planning, but estate planning and tax preparation. They believe in superior service and getting the job done no matter what. I look forward to many more years of great service. Hats off to the staff of Senior Estate Advisors LLC. Gloria A

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I was invited to Brian Andersen's luncheon seminar by a dear friend. The information was wonderful, so I scheduled a follow up appointment. Brian Andersen was very clear that he catered to a senior market - so I specifically asked at the luncheon if he would meet with me - and he said yes. To my dismay, I was called after the fact and told becuase I was not 55, Brian would not meet with me. Amazing - as his investment philosophy seemed to match mine. I guarantee I will not take my business to this company even when I am 55. He must make enough money for himself off of his "senior" clients already to not want to take on new business.

1
★☆☆☆☆

I was invited to Brian Andersen's luncheon seminar by a dear friend. The information was wonderful, so I scheduled a follow up appointment. Brian Andersen was very clear that he catered to a senior market - so I specifically asked at the luncheon if he would meet with me - and he said yes. To my dismay, I was called after the fact and told becuase I was not 55, Brian would not meet with me. Amazing - as his investment philosophy seemed to match mine. I guarantee I will not take my business to this company even when I am 55. He must make enough money for himself off of his "senior" clients already to not want to take on new business.

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