March 4th, 2020 – Client Appreciation Event

July 25th, 2020 – Shred Day

June 2020 – Tips on Avoiding Financial Exploitation Seminar

Check out our past events and what people have said! In fact, you won’t believe this amazing letter one of our clients just sent us. Click here to read it!

Thanks so much for the wonderful brunch. Mimosa’s were extra good!! We appreciate your great service.

I am going to come to the office just to sit and watch the cartoon reel! Had a great time!
Jacquie L.

Thank you for the very enjoyable afternoon, I enjoyed seeing everyone and meeting new people. Looking forward to more events.
Elaine D.

Nice event Greg. Love it. I think you should have it again. Thank you!!
Miryan M.

Very good time. Food was good. You did a good job. Thanks.
Martha R.

Delightful party. Loved the fresh flowers. Delicious food. Gained insight and information. Enjoyed meeting other clients. Thank you for your generousity, hospitality, and gifts.
BA Martin

Thank you for inviting us to your 1st Annual Client Appreciation gathering. Your staff has been very helpful and informative. Learned so much just today. Look forward to upcoming seminars.
The Galloways

Greg, My wife and I want to thank you for a wonderful lunch and good companionship with your clients.


Impressed. Expected more of a selling event. Will be in touch for information about trusts.
Norm G.

It was a very nice event. I can’t help think that the way each of you treat each other and your client that this is the place that I will receive the best service. I would not use anyone else.

Greg & Staff: WOW!! What a lovely brunch. Thank you. Your firm and your kindness is such a blessing to me. I will be forever grateful for each of you.
Lisa N.

Great event! Wonderful concept. Perfect time of day and perfect length of time –Congrats to you and your whole team! Job well done!

I cant tell you how much I appreciate the kindness and concern everyone in the office showed me during the last months of my husband’s life. After he passed, they made the process as comfortable as possible.
Carol W.

What a wonderful experience we had with Greg and Kazel! They could not have been more helpful or pleasent. We will highly recommend your firm. Thank you Thank you!!

I am so glad to have had contact with Greg when I was in a turmoil over finding a nursing home for my dad. Also, just great conversation with Greg! Eternally grateful.
Kathe T.

Greg, thanks for the “event” it was a pleasure. Your staff did an excellent job. We will be in touch in the future when we have an issue to upgrade again.Thanks!

Greg is the best. He takes a personal interest in his clients and treats them as family. This is my experience and the experience of others as well. Staff is wonderful – love the idea of an annual brunch and coffee with Greg
Mary S.

Thanks for the fun event. 

Jim W.

Dear Greg & Staff, I want to thank each of you for making me feel welcome and valued at the delicious and delightful First Annual Client Appreciation brunch. I look forward to participating in other events, and, I appreciate the confidence I have in your Firm.
Carol W.