Testimonials From Our Wealth Planning Clients

I was referred to Carrie by a friend. My wife and I knew we needed to review, and update our financial planning and wills. After our first consultation, we were ready to let her go to work for us. She is knowledgeable, caring, and and was able to give us options and guidance in preparing for our financial future. We have been pleased with our experience with the Quraishi Law Firm.

A close friend recommended I visit with Carrie after I shared my lack of financial planning. I knew after the first visit she was exactly who I needed. What I thought was to be a long drawn out headache turned out to be a very simple process. Her very organized meetings and steps to better planning take the work out of it. Don’t procrastinate as I did, call Quraishi Law Firm & Wealth Management and go to sleep at night knowing Carrie is in your corner.

The Quraishi Law Firm is great, they are very knowledgeable about helped us with our wealth management plan.

Our relationship with Carrie started about 5 years ago, when she came to our development to explain the value inherent in trusts. She delivered a very poignant message about protecting not only our investments, but also protecting our legacy for our girls and their children after we pass. She quietly detailed a personal issue the impacted a friend of hers who lost all her mother's investments after the mother died, and her second husband inherited all the money from the dead mother's accounts; and subsequently cut Carrie's friend out of the inheritance. This story hit home with us, as a couple of our girls are in second marriages. Dealing with Carrie was such a delight, she took whatever time we needed to be comfortable with her suggestions, listened to our questions, and she and her staff went to great lengths making us comfortable with our decisions. Her staff is very friendly, and VERY client focused, and they did all the heavy lifting to move our investments in our trust. Finally, I think that the best thing about dealing with Carrie is that she is ALWAYS available when I have a question. Dealing with her and her team is probably one of the best decisions that you can make to keep your investments and inheritance wishes intact.

Quraishi Law Firm helped me set up a Will and Family trust and we are diligently working on securing other assets such as my small business and for my retirement needs. It’s a long process but every step is necessary to make sure my hard earnings are protected.

Carrie built on the estate planning we had in place. Her combination of estate planning and wealth management skills have provided more confidence in our plan than with previous advisors. She tailors her involvement with clients needs.