P C.
Steve at Intervention Point
Steve was great to work with. Prompt and very informative.
Meet your one-stop solution to preserving your legacy and protecting your assets.For 25 million middle and upper-middle-class families, Intervention Point is the only estate document solution that is simple and specific enough to support their needs with personal, live support through every step of our patent-pending process.
Interventionpoint (interventionpoint.com) has 46 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Investments & Wealth · NEW YORK, New York
Excellent

Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · New York, New York
Excellent

Investments & Wealth · Conyers, Georgia
Excellent
46 approved reviews, newest moderated first
P C.
Steve was great to work with. Prompt and very informative.
phoebe S.
Steve was patient and thorough going through paperwork. Speedy response for final paperwork.
roger H.
Steve made me feel very comfotable in this process and the decisions made for my specific trust that fit me best...Thx you Steve!
lionel Dotson J.
Great service
Raymond Albanesi R.
Fantastic Service and Expertise I wanted to give a big shoutout to Steve Morris for being an absolute lifesaver during the trust process. Seriously, this guy is a wizard when it comes to this stuff! Steve's knowledge and assistance were like sunshine on a cloudy day. Trusts can be complicated, but he made it feel like a breeze. Now that everything's all sorted out, my family and I can finally breathe a sigh of relief. Knowing that we're protected and secure, thanks to Steve's expertise, is such a weight off our shoulders. So, if you ever need help with trusts, Steve Morris is the person to go to – trust me on that!
Eileen B.
Steve Morris was not only the consummate professional for help with my Trust, but also was courteous, showed patience answering my many questions, and put together a document that my husband and I are very happy with.
Mark C.
My experience with the company has been above reproach. They are friendly, Knowledgeable, thorough and full disclosure. It is worth the cost. Mark C.
Kimberly E.
Thank you for the opportunity to work with such a thorough and diligent team. We are grateful that the NFL highlighted your team to us. Being a former player I was in a position on putting my trust and assets together, so this came at the perfect time. You were all educational and walked my wife and I through this process with patience and gave us the confidence every step of the way…And answered all my questions immediately, which is rare. I will and have recommended this team to my closest family and business partners. Thank you!