| Address: | 100 William St suite 220, Wellesley, MA 02481, USA |
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| Postal code: | 02481 |
| Phone: | (781) 705-6400 |
| Website: | http://www.margolisbloom.com/ |
| Monday: | 9:00 AM – 5:00 PM |
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| Tuesday: | 9:00 AM – 5:00 PM |
| Wednesday: | 9:00 AM – 5:00 PM |
| Thursday: | 9:00 AM – 5:00 PM |
| Friday: | 9:00 AM – 5:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
My experience with Margolis Bloom & D'Agostino was great. They answered all my questions in great detail and helped me set up a trust fund for my mother. Their help was top notch and made everything that much easier for my mother and myself.
We retained Margolis Bloom & D'Agostino in 2017 to prepare wills, trusts and health care proxies for us and worked with Tricia D'Agostino. In 2021, we decided we needed to make some changes and returned to the firm to prepare the appropriate documents. The firm and Ms. D'Agostino were very professional, pleasant to work with and answered any questions that we had. I would highly recommend them to anyone needing this type of work.
Handled setting up a trust for one child. Did the work professionally and little need of my time. There was a bit of confusion on billing which was resolved quickly. All in all would recommend them in the future.
Fantastic company. Patricia D'Agostino went above and beyond for our family with experience, efficiency, and kindness. We highly recommend them