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Cardinal Estate Planning
- Berwick, PA
About this business
Location details
103 W 9th St, Berwick, PA, 18603, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Nick was extremely responsive and knowledgeable. He responded in less than 24 hours to our inquiry and went out of his way to set up a consultation at a time that worked for everyone in our family. He listened to our questions and concerns and offered educated and thorough suggestions. His assistant, Joseph, also went out of his way to ensure we had all of the materials necessary for the consultation. Highly recommend.
I spoke at length with Nick From Cardinal Estate Planning regarding a complicated issue I was encountering. I sought information regarding a special needs trust for my son, who is an adult, and has an SSI case pending. Nick explained to me what my options were, what my next steps should be, answered all my questions and addressed all the possible issues that could arise. I would definitely recommend working with Nick and Josh from Cardinal Estate Planning and seek their assistance if any additional estate planning needs a... read more
I would not hesitate to recommend Cardinal Estate Planning. We needed to update our wills and think about how we should plan as retirement nears. We became familiar with them at a free workshop that Nick and Joseph held, and we were not pressured. We then had a free one-on-one meeting, that increased our comfort level working with Cardinal Estate Planning. We were not asked for money until we were ready to review and sign the will.
Cardinal guided us through the whole process. We gathered the info they asked for and performed the tasks they requested from us to accomplish a smooth transition to Medicaid for my mother. Without their knowledge and guidance we would not have gotten the results we needed. I highly recommend them.
Joe and Nick were extremely helpful, kind, courteous, and patient with me and my mom. We really appreciated their support and knowledge. Thank you Cardinal Estate Planning!!!
Frequently asked questions about Cardinal Estate Planning
How is Cardinal Estate Planning rated?
Cardinal Estate Planning has a 5 star rating with 34 reviews.
When is Cardinal Estate Planning open?
Cardinal Estate Planning is closed now. It will open tomorrow at 9:00 a.m.
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