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July 2023 by Danny T.
We had Jared and Annick did our living trust on a premium complete package and it is executed today. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you!-Danny
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April 2022 by Debbie Lilly
He did our Trust several years ago. We have him do our taxes every year. He's smart and quick.
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October 2021 by Donna Kayy
Called to invest proceeds from selling a house and they don’t have tine to meet until 6 July 2021!
Girl was friendly on the phone but wow, that’s too far out.
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October 2021 by pete A.
I would stay a way from this company he doesn't know what he's doing only thing is charging you we were asking questions he kept asking how you like to pay we were going to do some changes to our trust that he did few years back and he wasn't sure what he did before to change it and every time I called he didn't return my call so I wouldn't go this office at all saves your time and money.
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October 2020 by Deana B.
Excellent service and very professional staff. I highly recommend this company for establishing your Trust.
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August 2020 by Trang N.
I came for an trust or will paid $799. Jared just talk to me for about 30 mins and I couldn't even tell them everything I wanted because the questions they asked is just who I want to be in the trust but not how I wanted my finance is contribute. I had to come back to the office and write note . They sent me a "done " package" which I didn't understand because of my English and the paper work is a lot. I asked if they can help me to understand what is in the paper work before I sign .they said I have to pay $199 extra...I came to the office try to read and get some help if I have a question about the document they said pay $35 for print the document. This is something... they charge but not help. I want to write a complaint to the bar when my paper done. I am stuck here didn't get any help .
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May 2020 by Judie Wille
My husband was recently diagnosed with Stage 4 lung cancer. We decided on getting a revocable living trust and updating our wills and durable power of attorney forms. Jared was very professional and made the process so easy for us. His staff, Audrey, Annick, and Vicki assisted us with finalizing and signing all the necessary paperwork this morning. We were early for our appointment and they took us right in. We were completely finished with the whole process in 20 minutes. They were wonderful and we would highly recommend their service if you are in need of a Living Trust or other financial expertise. They are reasonably priced and very professional!
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May 2020 by Matt
Jared has done my taxes for several years while I was living in Arizona and surrounding area. Very responsive and thorough. He is very transparent in pricing.Would definitely recommend!
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October 2019 by Bob Whiteley
Annick Rodarte handled our mother’s estate and provided excellent service. As we live in Florida, we put our trust with Annick and she was very professional and took care of every detail. We highly recommend Annick. Bob & Linda Whiteley.
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October 2019 by G I
I've used Wealth Guardian Group for Estate Planning, Financial Advice, Legal documents and Personal Taxes. Each time they have been professional, responsive and addressed my family's personal needs.
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October 2019 by Wilfredo Ruiz
Excellent source for any financial needs. They are professional, helpful, patients and understanding. I would recommend Wealth Guardian as your first stop.
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October 2019 by Deborah Wallace
This was one of the easiest and quickest tax meetings I have ever had. I highly recommend Guardian as their professionalism is unsurpassed!
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October 2019 by Ann Lester
Jared is always on time, explains as he goes along and answers if I ask questions. Very pleased with his service. He spent at least 45 minutes with us and we were all done.
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October 2019 by Jason Robin Simmons
Great! Answers all my questions, no matter how ridiculous they may be.
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October 2017 by John Almeida
Jared and his team were very good and quick, definitely would recommend him.
John Almeida
