Header banner
Revain logoHome Page
Steven Saric photo
1 Level
774 Review
32 Karma

Review on Whiteford, Taylor & Preston by Steven Saric

Revainrating 4 out of 5

Pleasant and professional firm, attentive listening

I like that they are willing to listen but aren't afraid to push back if needed so you don’t lose trust at your first meeting with them! They make it easy by helping guide through what information will help us get more leads (if this applies) rather than pushing leads down throats without any thought into how much money or interest could be gained from this client. The team at T&P are great people who make sure you understand your options before choosing them! They give honest answers about how much things will cost as well when they can help it with no-cost alternatives or suggestions from other firms that may be cheaper but less knowledgeable than this one - even if not directly related topics like tax work etc (which I've never had any problems). No complaints here so far :).

img 1 attached to Whiteford, Taylor & Preston review by Steven Saric



Pros
  • It's easy enough to get a hold of if you have a problem or if you just need a chat
Cons
  • I really haven't had any problems with T&P at all, I really appreciate that they are so great about making sure it's really about what your needs are in terms of financial advice