1. Advisor Associate

1. Advisor Associate

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Los Angeles, CA

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Advisor Associate

1.0 (1 review)
Open 7:00 am - 7:00 pm

Services - Advisor Associate

Estate planning

Inheritance planning

Insurance planning

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9 months ago

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Rebecca D.

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The Estate Planning & Elder Law Firm

The Estate Planning & Elder Law Firm

4.6
(43 reviews)

A comprehensive approach to trust creation! Estate Planning…read moreand Elder Law Firm created a detailed trust tailored to exactly meet our needs. Richard Seff provided a high level of expertise and created a trust that detailed the appropriate support for the beneficiaries without ambiguity. He provided clear explanations and guidance, addressed our concerns, and went through all the documents thoroughly answering our questions. We would highly recommend Estate Planning and Elder Law Firm services to anyone looking to establish a well-written, thorough living trust that addresses your specific needs and puts your mind at ease.

I contacted Richard S. yesterday to inquire about obtaining more information regarding a living…read moretrust for my parents. During the call, I explained that my parents had already scheduled an appointment with an independent LDA, and before I could finish explaining the situation, he abruptly interrupted me and said, "They want cheap. I'm not cheap," and then rudely hung up. The purpose of my call was specifically to explore having my parents work with an attorney instead of proceeding with the LDA, and I was prepared to pay for the legal services myself. Unfortunately, I was not given the opportunity to explain this before assumptions were made about my parents' intentions and the call was abruptly ended. I found the interaction extremely upsetting and unprofessional. Regardless of whether someone is a potential client, I believe every person deserves to be treated respectfully and given the opportunity to explain why they are calling. Based on this experience, I would not feel comfortable recommending this attorney.

The Law Offices of Marc J Schwartz

The Law Offices of Marc J Schwartz

4.7
(13 reviews)

Mr. Schwartz is caring, attentive to detail and one of the best attorneys and humans on this…read moreplanet. Do not hesitate to call Marc Schwartz! He will make sure you are protected and get everything taken care of with the least amount of hassle. He is also reasonably priced for getting top results- which is what you want. He makes sure everything is covered. Do not penny-pinch with such important needs and peace of mind. Do NOT let your home go into probate and leave your family devastated financially and emotionally. Please, make sure this vital step is taken care of so that when we pass, our family can grieve us,rather than be mad at us for not taking care of this very basic necessity. Plus, health care directives and basic will wishes. Get this DONE!! If not now, when? Call Marc Schwartz. You'll be so happy you did and meet a wonderful man. Marc will also help you think through all the important decisions we need to make. Thank you Marc for your caring and loving guidance and wisdom!

For over 30 years, I have known Marc, personally and professionally and do not know a more…read moremotivated, hard working, ethical, and personable individual. Marc offers a comprehensive consultation in order to properly understand your personal issues and goals in planning a strategy to meet your personal needs. Most importantly, when you hire Marc, you have the often rare privilege of working directly with Marc and not being passed off on other lawyers without decades of personal experience! Marc has helped many of our friends and clients in planning their estates and providing guidance and counsel so their assets are protected for the benefit of their families for generations to come! It is with great honor I recommend Marc to anyone in need of a Will, Trust, Estate Plan or any of their Estate Planning needs!

Law Offices of Robin E Paley

Law Offices of Robin E Paley

3.6
(17 reviews)

I have been working with Robin and his amazing team over the past 20 years. Their consistent…read morededication to their clients is remarkable. They have always been caring and compassionate throughout every case that I and my family have worked with them on. A lot takes place behind the scenes as far as paperwork filing, communication with other parties and insurances but rest assured you are in the very best of hands. They have never pressured me to agree to proposed settlements for the cases but have only provided me with their sincere advice based on the situation and their vast and expert experience. I am so grateful to have them by my side should I need any legal assistance in the near future and I have recommended him and his firm to many of my closest friends. If you decide to go with this firm you will be taken care of throughout the very tedious and trying times.

Currently, I am represented by Robin, and I am not happy. They never answer their phones, and…read moretrying to get all my records, its impossible. I could go on. I just want my ALL MY RECORDS NOW, PLEASE SEND ME ALL MY FILES as REQUESTED and stop playing games. I WILL CALL THE BAR ASSOCIATION! I only received only my evidence and not my entire medical billings and Robin's contract, and the receptionist, Ikue hung up on me and was very rude. I did not get my entire files. Robin! Please send them over. THIS IS THE WORST! RUN!!! RUN FAR AWAY from Him and Steve Brook's and his firm, LAW OFFICES of GREGORY RUBEL as they are not legit.

Goldfarb & Luu

Goldfarb & Luu

4.6
(74 reviews)

Revised Trust Documents: We wanted to establish a trust for…read moremy husband and I needed to update my trust. We had previously contacted another firm by phone and was disappointed with their responses. We found Goldfarb & Luu and we were extremely impressed with the information they provided by phone. The employees who answered the phone answered our questions and were knowledgeable, and friendly. They walked us through the process and explained how we would work with the lawyers. We received a email with a video discussing the many issues we needed to include in our trusts. We received Homework to complete such as what are our memorial arrangements, names of doctors, allergies, specific gifts we would like to give to family. Most important were things like quality of life, what would we like if we were placed in a home. We're impressed with the thoroughness and professionalism of both lawyers and the knowledgeable employees, and the invaluable guidance we received from this law firm. We especially enjoyed how personable and thorough Rebecca and Dinh were in executing our two Trusts! We highly recommend this firm they are experts at handing Living Trusts.

Rebecca Goldfarb created an estate plan for my wife and me. Her guidance was extremely helpful. We…read morenever would have considered everything we eventually covered. The cost was very reasonable. A few years ago Dinh Luu helped me administer an estate. Her advice was invaluable, the cost was very reasonable. What sets Goldfarb and Luu apart is how warmly they treat clients. They are both lovely, kind and thoughtful. Everyone we've met in their office is also wonderful. It's like getting legal services from long lost family members who happen to be lawyers.

Advisor Associate - financialadvising - Updated July 2026

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