Gave client terrible advice. Cost her lots of money and fees. Appears to lack judgement and…read moreintegrity.

I am very disappointed with Jordan's work. It was a basic…read moredivorce modification case and he was unable to provide any lasting relief. I had suggested avenues to explore before court hearings which he summarily dismissed. He also misinterpreted the results of the court hearing and his office never provided me with any documentation of actual results. It was a complete waste of a large amount of money.

Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

After the pre-consult/consultation, we entered into an agreement with Eric based on specific tasks…read morethat we wanted to be accomplished for our case. He said he understood, agreed to fulfill the conditions, & complete the tasks - yet we did not receive the services that were promised to us. We were upfront about the challenges, hardships, & injustices we had faced within this court case going on 8+ years. Eric has left us high & dry while knowing our Children are in serious danger. Shutting down our urgent concerns while belittling our safety. Eric suddenly announced his withdrawal after taking our money but not responding to & pretending we did not explain our requests clearly or repeat them many times. The requests were urgent & time-sensitive; by Eric not filing or following up, these pivotal deadlines were missed, drastically changing the trajectory of our legal options & outcomes. Eric operated in ways as if he was heavily invested in the Opposing Party's interests; advocating for their wants & never opposing anything that they said or did. His behavior appeared like he was working with the Opposing Party; by suppressing our voice, denying/not doing what we requested, & supporting anything that they asked for. He often downplayed their oppositional behavior & made excuses for their inappropriate/unprofessional actions.

Eric and his office assisted me through a very challenging divorce against an ex husband I had just…read moreput through law school (if you can imagine what difficulties THAT scenario might bring into play). Eric is very informative, professional, and dedicated to his clients. I recommend him to anyone that crosses my path!

Dr. Maria-Vittoria "Giugi" Carminati, JD, was amazing. I have been in Family Court for years, and…read moreGiugi surpassed my expectations during the hearing. She was strong, confident and quick to pick up on the other parties inconsistencies/ lies and reflect them back to the court. She is an excellent ally to have on your side. I feel so grateful that I found her.

I literally cannot thank Niki and Amanda enough. This group was hired for me through Project…read moreSafeguard but I will be moving forward with them this year for further action items. As a victim of domestic violence, no woman should have to face the process of protection orders alone. I'm so grateful to have had them guiding me and telling me what the options were, and by my side when I had to face my abuser. Going into court today, I was a nervous wreck, but everything went 100% my way and I'm beyond ecstatic to say that my children and I are able to move onto a safer more happy phase of our lives where healing can begin. Thank you.

David did a great job for me and my husband setting up a trust and estate plan. Friendly, helpful,…read moreknowledgeable and fairly priced.

We put off doing our will for years because it seemed like a daunting and expensive undertaking…read more David simplified it all to two one hour meetings and was very personable and efficient. His paperwork was clear and the whole experience left us confident in the final product. Couldn't have been happier.