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Testimonials

Highly Recommended

“I can't say enough wonderful things about Lizette and her staff in helping my family with my mother's estate planning. My mother just moved to Nevada to better be with our family in her senior years. After one meeting, Lizette was able to give my mother a comprehensive and custom financial plan for her specific needs. I highly recommend Lizette for all your estate and financial planning needs.”

– L. Battin

Wonderful to Work With

“Lizette and the staff are wonderful to work with and always give us excellent, on target advice. The sense of protection and confidence we have with the Sundvick Legacy Center allows us to relax and enjoy life.”
- Shirley & Terry L.

Professional, but Caring

“I appreciate Lizette's professional, but caring support through my Mom's last years and passing and also the help with my own trust. My experience with Sundvick Legacy services was very positive in every aspect.”
- Judy A.