Kimberly Eaton
GBWhat an incredible experience! 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!
Heather Martin
KRSteve was so efficient and helpful! Steve was awesome. He was able to do our trust in 3 days due to a quick move overseas. He answered every call even when I had to him call late with a question. He is very knowledgeable and made us feel at ease with some huge decisions. Thank you Steve!
DC
GBAbsolutely fantastic service Absolutely fantastic service! Really glad we found Intervention Point as our personal situation has greatly improved. Peace of mind knowing our financial life is in order. THANK YOU!
Steven G
GBThey are so professional we became clients to. We have been working with Intervention Point for a number of years now. They are working with almost 20 of our clients, and they all find them very easy and professional to deal with. Not only do they handle our clients but my partner and I have also become clients of Intervention Point.
Ellouise Griffin
GBThe representatives are very…Professional The representatives are very professional and they provide excellent service with the entire process of setting up a trust. They're always available afterwards to assists with any questions or concerns you may have.