Client
After attending numerous seminars on retirement preparation I found a presentation by Dennis Sullivan to be one of the few that actually offered some practical advise with no pressure to buy anything.As a result I had them review my financial status and develop a trust to protect me and my family looking forward. Greta has been instrumental in maintaining and updating the trust based upon changes in the law and our family status. We have been clients for many years and feel secure knowing that Greta is protecting our interests. She is honest, knowledgeable and ethical and takes whatever time is required to fully explain changes to our trust. So happy we have her on our side. Paul Rea