Fort Myers, FL
Brittany Cocchieri is competent, answered all our questions and I trust her.
Thank you so much for leaving us a 5-star rating! We truly appreciate your support.
We sincerely appreciate your feedback and the opportunity to serve you. Thank you for choosing our firm.
I highly recommend Safe Harbor Law for anyone looking for Estate Planning. Tom LaTorre was wonderful to work with along with his team in Fort Myers. Pam’s workshop presentation and the videos later were very informative with lots of information and the breakdown of each section was easier to understand.
This seminar was one of the best I have ever attended. Information was relevant and well presented. Thank you. I look forward to meeting with you one on one soon to finalize my plan and trusts. 😊. LWR
Thank you for your kind feedback! We’re delighted to hear that you found the seminar informative and worthwhile. Our goal is always to provide clear and helpful guidance on important planning topics. We appreciate your participation and look forward to meeting with you one-on-one soon to discuss and finalize your plan and trusts.
We had a great meeting to discuss our estate plan. There was no pressure to.push us towards one solution over another and we are continuing to use the firms services.
Thank you for your thoughtful review. We’re glad to hear that you had a positive meeting and that you felt comfortable exploring your estate planning options without pressure. Our goal is always to provide clear information and guidance so clients can make the decisions that are right for them. We appreciate your trust in our firm and look forward to continuing to assist you with your estate planning needs.
Excellent presentation, Brittany was very knowledgeable and gave us a lot of information.
Thank you for your kind review! We’re glad to hear you found the presentation helpful and informative. Brittany takes great pride in sharing her knowledge and making complex topics easier to understand. We appreciate you taking the time to share your feedback!
Thank you so much for your 5-star review! We’re thrilled you had a great experience and we appreciate your support.
My husband and I attended a free seminar on estate planning presented by Tom LaTorre. It was very helpful going over many concerns we thought about but never did anything about. The seminar was thorough and presented in terms and examples that all could understand. If you are thinking about your estate planning and see a free seminar presented by Safe Harbor Law Firm I would definitely recommend going. We ended up being clients.
Thank you so much for attending our seminar and for sharing your experience! We’re so glad you found the presentation helpful and easy to understand. Tom works hard to make estate planning clear and approachable, and your feedback means a lot. We’re honored you chose Safe Harbor Law Firm to assist with your planning and look forward to continuing to serve you.
The seminar had good information. However, it was poorly planned. 1. We were not informed that we would have to listen to a pitch from AAA because they were the location host. I did not care to hear from them. If I had been told they were going to talk for 10-15 min I would not have attended. 2. The attorney who gave the presentation gave cliffhanger examples of some of the clients situations and need for estate planning. The resolutions were not given and you have to sign up for a separate appt to get more info. 3. The attorney answered few questions and did not leave time at the end of the presentation to ask questions. Instead she said she had to leave for another engagement. We drove 30 min to attend the presentation and had questions. If it was properly planned the atty would have asked if there were questions. Instead she suggested the separate appt to answer questions. I think this was totally disrespectful of my time. 4. The atty was not forthright about the pricing but just fave a large range. She didn’t inform us if this was for a RLT or an Irrevocable LT. 5. If this firm can’t properly plan/present a Seminar, why would I hiring them to do my Estate planning?
Thank you for sharing your feedback. I’m sorry that our recent seminar in Naples didn’t meet your expectations, and I appreciate you taking the time to explain why.<br><br>Our seminars are intended to be free, educational overviews. We partner with organizations like AAA so we can continue to offer these events at no cost and also provide attendees access to both legal and financial perspectives, since many people have questions that go beyond estate planning alone. I understand that the format and flow weren’t what you expected, and that feedback is helpful for us to hear.<br><br>Because estate planning is very individualized, the presentation stays high-level and doesn’t include specific legal advice or exact pricing. Those details depend on someone’s personal situation and are best discussed one-on-one. That said, I agree that more time for questions would have been valuable, and that’s something we’ll be more intentional about going forward.<br> <br>I’m sorry you left feeling that your time wasn’t respected, that’s never our intention. If you’re open to it, we’d be happy to offer a complimentary one-on-one consultation so your questions can be addressed fully and without time pressure. You’re welcome to contact our office if that would be helpful.<br> <br>Thank you again for the honest feedback. It helps us improve.
Thank you for your kind rating! We’re happy to hear you had a positive experience. Your feedback means a lot!
Brittany was great. Very knowledgeable. Explained all our options. Great advise. Really enjoyed working with her.
Thank you so much for your wonderful feedback! We’re thrilled to hear that Brittany provided knowledgeable guidance and clearly explained all your options. We’ll be sure to pass along your kind words — she’ll truly appreciate it. We enjoyed working with you as well!
Good presentation and no selling
Thank you for your kind feedback! We’re glad you found the presentation valuable and informative. Our goal is always to educate and provide helpful information in a comfortable, no-pressure environment. We appreciate you taking the time to share your experience!
I recently renewed my will and trust through Safe Harbor and had a pleasant experience. The staff were friendly and professional. I highly recommended them to anyone that would like to set up a Trust.
Thank you so much for your kind review. We are happy your experience was pleasant, friendly and professional!
Thank you so much for your 5-star review! We’re thrilled you had a great experience and we appreciate your support.
A very helpful and well run seminar presentation
Thank you so much for your kind feedback!<br>We’re thrilled to hear that you found the seminar helpful and well‑run. Educating our community is at the heart of what we do at Safe Harbor Law Firm, and it’s wonderful to know the presentation made a positive impact.<br>If you ever have questions or need guidance, we’re always here to help!
Thank you so much for the 5‑star rating!
Very informative… a bit scary !!
Thank you for your review! We’re glad you found the seminar informative. It’s completely normal for some of the topics to feel a bit scary—estate planning and elder law can bring up important but difficult considerations. Our goal at Safe Harbor Law Firm is to make the process clearer, easier, and more empowering so you can move forward with confidence.<br>If you ever have questions or want to discuss anything you learned, we’re always here to help.
Thank you so much for the 5‑star review! We truly appreciate your support.
Thank you so much for your 5‑star review!
I haven’t personally used their services yet, but based on my initial inquiry and interactions, they were responsive, professional, and helpful. They took the time to answer my questions clearly, which I really appreciated.
Thank you so much for sharing your experience!<br>We’re glad to hear that your initial interactions with our team were positive. Responsiveness, professionalism, and taking the time to answer questions clearly are core parts of how we care for our clients at Safe Harbor Law Firm. If you decide to move forward with our services, we’ll be here to support you every step of the way.<br>Please don’t hesitate to reach out if you need anything at all—we’re always happy to help!
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