1. Coral Gables Trust Company

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Coral Gables, FL

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Coral Gables Trust Company

3.0 (4 reviews)
Closed • Closed
Updated 1 month ago

Services - Coral Gables Trust Company

Investment management

Estate planning

Trust planning

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Recommended Reviews - Coral Gables Trust Company

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6 months ago

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1 year ago

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3 years ago

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9 years ago

Excellent Team. Very knowledgeable in Financial Planning, Investment Management and Trusts.

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The Siegel Law Group, P.A

The Siegel Law Group, P.A

(20 reviews)

Would definitely recommend Siegel Law Group to any family in the process of estate and Medicaid…read moreplanning. Barry did a great job with assessing my family's legal needs and explained everything very clearly. I was unfamiliar with this process and was put at ease by how knowledgeable and thorough he was. He set up a living trust and took into careful account all relevant family dynamics. The Medicaid specialists Paul and Toby helped me effectively secure Medicaid for my father the first time applying. Toby walked me through every step and truly made what could have been a stressful process into a smooth one. Would not have been able to do it without them! This group went above and beyond - would not want to use any other attorney for such important planning.

I met with Siegal for 40 minutes. I wrote a check for $8,750.00…read more After 2 business days I was called and was told the draft meeting for the Trust I needed for Court was 5 weeks out. I said I will need it sooner than that. I then received a Court decision the next day that made the need for the Trust mute. They then said they moved up the meeting date, which wasn't needed then. So they kept my $8,750 claiming they "did work for me" over the 24 hour period that was "moved up" instead of the 5 week wait. I have nothing. They did no work but insist on keeping all my money. I offered to pay for time spent , they refused. They kept my entire payment. My advice would be to not be as trusting and in hindsight "stupid" for paying up front an entire bill. My problem is I trust people, and this is an expensive lesson that I shouldn't have trusted the Siegel Law Group.

Coral Gables Trust Company - investing - Updated November 2026

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