MEET OUR TEAM
Helping individuals and families preserve and control their wealth since 1995. We provide our clients with customized advice based on their actual needs, goals, and desires.
I have been a client of Richard Morgan for over 12 years and extremely pleased with the way he has helped my family with our Estate Planning. I am very pleased with the way Mr. Morgan has arranged complicated estate planning including wills and trusts for our family, which includes one member with special needs and another member with financial difficulties. Mr. Morgan has shown he makes sure his clients are fully protected with regards to estate planning issues.
Ms. DiSalvo was always very professional in her correspondence with me. She was excellent at following up on any questions I had and tying up the "loose ends." Her follow-through was impeccable. I would certainly recommend her to anyone who needed expert help with wills and estate planning.
Loraine DiSalvo is the ultimate professional. She is trustworthy, sensitive to all of our concerns, and extremely knowledgeable. We felt secure and safe when having to change our Estate plans. Her reassurance and honesty are some of her best qualities.
We would recommend Loraine to everyone...and we will!
Richard Morgan and his team are top-notch. After a relocation and certain life changes, my wife and I needed new estate plans. He spent considerable time learning about us, our needs and our wishes, and he helped us think through several circumstances and possibilities that we never would have contemplated on our own. He laid out multiple options along the way, all without ever rushing us to decision. He will give you 100% of his attention and is extremely knowledgeable. We recommend him highly.
I enjoyed meeting with Mr. Morgan. He spent a considerable amount of time with me on the initial visit to educate me on various forms of estate planning without any charge. His company and employees are professional and very organized in performing the tasks I'd requested. I would highly recommend choosing this firm.
Knowledgeable and professional. Easy to work with. Would definitely recommend Loraine to anyone who needed will or estate planning.
Mr. Morgan and his team did an excellent job in finalizing our estate palnning and will. He was very thorough in understanding our needs and desires.
Richard and his staff were very thorough and were able to assist with out of state estate planning requirements.
Extremely knowledgeable and professional. Made the process easy and enjoyable. Would definitely recommend Loraine to anyone who needed will or estate planning.
5755 North Point Pkwy., Ste. 17Alpharetta, GA 30022-1143U.S.A.
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