Castle Wealth Group Legal | MichiganEstatePlanning.com
1024 East Grand River Avenue, Brighton, Michigan, United States
About the Castle Wealth Group Legal | MichiganEstatePlanning.com
Castle Wealth Group Legal, located at 1024 East Grand River Avenue in Brighton, Michigan, is a premier finance institution specializing in estate planning services. With a focus on helping individuals and families protect their assets and plan for the future, our team of experienced legal professionals at MichiganEstatePlanning.com provides personalized guidance and solutions tailored to each client's unique needs. Whether you are looking to create a will, establish a trust, or navigate the complexities of estate taxes, Castle Wealth Group Legal is dedicated to helping you secure your financial legacy for generations to come.
Photos of Castle Wealth Group Legal | MichiganEstatePlanning.com
1024 E Grand River Ave Ste. A, Brighton, MI 48116, United States
Opening hours of Castle Wealth Group Legal | MichiganEstatePlanning.com
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Castle Wealth Group Legal | MichiganEstatePlanning.com
"We met Chris Berry and started working with him on getting our estate planning affairs in order. Chris was personable and easy to talk to. He took the time to explain the documents and answer any questions we posed to him. From our interactions with Chris at Castlewealth, my husband and I can say this is a very good firm to handle your estate affairs. Everyone that we have come in contact with at Castlewealth have been very professional, friendly and welcoming."
"Services were top notch!! I initially found out about Castle Wealth through a face book ad where Chris was holding a seminar. The presentation was very clear and informative. I ended up starting my estate plans within a month after considering other offices for some time. His staff and level of expertise were outstanding. I understood every step of the process and started one of my bucket list items. START A LEGACY PLAN!! (I’m only 31). If you are looking for a company that’s comprehensive with their estate planning services, definitely set up a meeting with Chris!! My only drawback about the company was that their main location and availabilities were out in Brighton, MI."
"The team at CWG are amazing. Professional, knowledgeable and thorough. They walk you through step by step on every aspect of your trust to ensure you are comfortable and secure with your financial security and retirement planning."
"We could not be happier than having Castle Wealth handle our financial planning. Chris took so much time making sure we were comfortable with all the details of our plan. We actually enjoy our review meetings with him, and the follow up from the office staff and attention to details are nothing short of wonderful. They keep us up to date and on track. Just a fabulous team to work with."
"Many thanks to the Castle Wealth Group for their outstanding estate planning for our family and specifically for setting up an Asset Protection Trust for my Mom. Everyone we worked with at Castle Wealth was very professional, knowledgeable about state and federal law, proactively helpful, compassionate, and super friendly. From the moment we engaged Castle Wealth it felt like we were part of a tight-knit team focused on the welfare of my Mom, her estate, and securing her wealth for the future. Chris Berry is an outstanding Elder Law Attorney, who took the time to get to know us, understand our estate goals, recommend solutions, and ultimately build a solid estate portfolio for our family. I frequently talked to Sarah and Helena who were hands on, gathering required Trust information and answering a million questions along the way. The number of people & offices they engaged on our behalf and the multifaceted effort they managed was impressive. They were absolutely wonderful. I never felt rushed in any conversation I had with any Castel Wealth staff. Their thoroughness and attention to detail were downright amazing. Thank you, Castle Wealth Group! Paul Gurlea, on behalf of my Mom Gloria, and our Family."
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