I f I could give a no star review I definitely would. We used Kelso Law for a relative's estate…read morewhich was a very simple estate with no debts owed and no income.. From the start, we had to inform them of missed information and correct several errors the law firm was uneducated about. Their communication was poor to say the least. The only times we received communication was when we reached out to them with concerns. Melissa was unprofessional when we did have questions and was even rude at times. The only times the process was proceeding was when we pursued the process by contacting the law office. I would never give any recommendation for Melissa Kelso or her law firm Kelso Law.

I had initially set up a business with Kelso Law in 2019. We had discussed a rate, it was paid, and…read moreI was informed (as I recall) that follow up information on the business would not be a charge. Cut to yesterday where I was called with a bill for a form Melissa had written up per my request last month but never discussed a rate on. In addition to that there was apparently a bill from two years ago, for work I do not even remember, and again was not previously discussed. After my complaint referring back to our original conversation the two years old bill was thankfully waived. I have paid for the work done currently, but I am still angry that this incurred a charge (which makes sense) that was never discussed previously. The assistant who called me, Kelly, informed me that our original conversation was apparently a free follow up for a year. Whether this is what I was told and I misremembered, or if this was a change, it still does not excuse incurring a charge not discussed previously, especially being told about it nearly two years later. Melissa is personable and extremely technically qualified and has had my recommendation to many of my friends since our first interaction. This most recent experience has given me pause and caused me to update each of those friends with this information as a warning so they are not also blindsided by charges they are not expecting. Any future recommendations, if any, will include a disclaimer and a warning.

Jim DeGaetano is the go-to financial planner for our family. With both civilian and military…read morecareers, my financial planning was all over the place when I first met Jim. In one short year, I paid off all debt and had enough for a down payment on a house! I sincerely recommend Jim to anyone looking for sincere financial advice without a pushy sales regime.

Adam Rowe is hands down the first choice in Carlisle. No one cares more or knows more about the…read moreimportance and need for quality service when discussing your financial goals and dreams. Not only is he a veteran and extremely knowledgeable of military and government employee benefits, he is also friendly, personable and genuinely wants the best for all his clients.