S
Offers online services
About
I have a diverse background in law, accounting, banking, financial planning, investments and trust administration that enables me to serve my clients in a unique way. I utilize my multi-disciplinary experience to create customized plans that meet my clients needs and goals, while maximiing tax savings and minimizing long terms costs.
I advise clients on a wide variety of tax, estate planning, retirement and philanthropic issues and I provide family office, trust and estate administration services.
I like working directly with clients to help them achieve their goals and objectives.
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Reviews
4.6
5 reviews
5
80%
4
0%
3
20%
2
0%
1
0%
BE
Barbara E.
I cant imagine having a more perfect experience. Helpful, competent, efficient, and expert
beyond my wildest hope. I would use this firm and lawyer again in a heartbeat and
recommend her to all I know.
beyond my wildest hope. I would use this firm and lawyer again in a heartbeat and
recommend her to all I know.
July 06, 2019
•Hired on Thervo
JL
joseph L.
very good
June 17, 2019
•Hired on Thervo
JL
Joseph L.
Pleasant ,professional,and thorough
June 08, 2019
BE
Barbara E.
Competent, personable, thorough, complete, knowledgeable, reasonable in cost, and
beyond my wildest expectations for professional and personalized service. This firm does
everything it should and more. I will use Dawn Dale again in a heartbeat and recommend
her to all.
beyond my wildest expectations for professional and personalized service. This firm does
everything it should and more. I will use Dawn Dale again in a heartbeat and recommend
her to all.
June 07, 2019
•Hired on Thervo
BE
Barbara E.
Dawn Dale was amazing. She made sure she had all my information so that she could give
me a complete, detailed, and understandable run-down of my options. I was impressed by
her competence, knowledge, ease of interaction, and personalized service. I came away
with total confidence and peace of mind that I had received the correct advic... Show more
me a complete, detailed, and understandable run-down of my options. I was impressed by
her competence, knowledge, ease of interaction, and personalized service. I came away
with total confidence and peace of mind that I had received the correct advic... Show more
June 07, 2019
•Hired on Thervo
Services offered
Probate Attorney
Estate Attorney
Wills And Estate Planning
Tax Attorney
Accounting