“Have had the pleasure of working with Doug Sockman for 20 yrs - he has always treated us with respect… no question has ever been considered insignificant of his time and knowledge … trust him implicitly … Tammy and Bob DiCarlo“
“I like how my children's doctor and my doctor are in the same building and floor. It makes it convenient. Their little pond on the property is cute too. My kids enjoy seeing the ducks when we come for our appointments.“
“I’ve been a client of The Estate Planning Team for several years . They helped me organize my finances , and advised me regarding my various accounts to minimize taxes. I’m certain that they have far exceeded more tax savings that the cost of their services. Very professional in everything they do . I’m glad that I found them .“