Sumathi N.
Impressed by Lance Morgan and the Entire CFS Team
I’ve had a great experience working with Lance Morgan and College Funding Secrets so far. The entire process has been smooth and positive. While I’ll have to wait until next year’s tax return to fully see the tax benefits, I’m already very impressed with the level of service and support I’ve received. A special thank you to my CFS specialist, Deborah, Victor from the Private Investment team, Julie from the STR team, and Luanne from the Financial Aid team. Every one of them was incredibly patient, knowledgeable, and willing to explain every detail, making sure I understood the process every step of the way. I’m excited to see the results next year and plan to come back with an updated review after I’ve received the full benefits. Based on my experience so far, I’m very happy with College Funding Secrets and would confidently recommend CFS to my family and friends.
Response from College Funding Secrets (Legetty Educational Services, Inc.)Aug 6, 2026
Thank you Sumathi for sharing your experience in working with our team. It sounds like you are on the right track to seeing great results with tax and college savings. Please let me know what I can do to improve your experience to increase your 4 stars to a 5 stars. :). We want to make sure we exceed your expectations. We look forward to serving you for years to come. Thanks for being a part of our team.