View Our Testimonials

"Have been with Kramer and Kramer for 3 years and truly very happy with them use them for estate and finance great people."

- Annabelle Gould

"Very professional and informative."

- Bob Williams

"Friendly leagal service that did our trust at a reasonable in price."

- Micheal Crimi

"All of the above! Sincerely appreciate the professionalism of new personnel. Knowledgeable and ensures the services meet your needs cost effectively! Thank you Mike!"

- Susan Baugh

"Great experience! My father-in-law and mother-in-law engaged Kramer and Kramer Estate Planning to help with estate planning and trust documents. After the recent passing of my father-in-law, I contacted them on behalf of my mother-in-law to speak in general terms about logistical items. They returned my call promptly and helped us to understand issues and options. They were courteous, professional and knowledgeable. My mother-in-law is meeting with them soon to continue the discussion. Highly recommended!"

- Chuck

"My husband Bob and I worked with Kramer & Kramer to create a Trust in late 2019. We are completely satisfied with their honesty and integrity. Just prior to Bob's passing in January 2020, we decided to have Kramer & Kramer handle our retirement investments. This decision is proving invaluable to me because of their professional help and advice. I highly recommend Kramer & Kramer for your estate planning as well as financial planning needs."

-Donna Bonawitz

"My wife and I have just passed our first 2 year step in the annuity program that we worked with Kramer Estate Planning to set up. We were in a position to need not Financial Planning but a complete financial, insurance and death benefit package. We were very cautious at first; but with the help of a 60 billion dollar annuity provider and the Kramer team helping us set up the Estate and Options package we have done very well.

We chose them because they are a family operation that has been here for decades, they are close by to visit and to discuss matters as they come up. No computer front end on the phone just a nice person. The best part is our values have increased about 36% or 13% per year. I have regular access daily with my funds and them."

- Stanton Speer

"My grandparents have been coming to Kramer & Kramer for years. ALWAYS top notch service and make sure all of your questions are answered. They make you feel like family and not an account number. Great job keep it up!"

- Chris Beckrich

"Have been with this firm for over two years, was hesitant to have someone else make the recommended Selections. However, due to their experience I listen and took their firms advice.

So this last review we (the wife) and I are up an average of 31.7% on my individual account and up an average of 32.7% on my wife’s account and up 55.7% on our joint account.

Their office is always polite and easy to schedule appointments with. However, we have always been

Able to monitor our accounts via the internet, as we respect their guidelines as to release of information only by visiting their office."

- Kenneth McKnight

"Wonderful experience. I was treated like family and advised as such. Creating a Trust was so easy with their guidance. Everything my son may need to know upon my passing is encompassed in one small binder and it’s comforting to know, if he has a question, they are there to answer and aid him,
It was revealing to know that I was advised against decisions that would have made them money, but were not to my best interests.
I can’t recommend them highly enough."

- Debra Mooney

"Kramer & Kramer made it a simple process to set up our estate. Everything needed by those who will conduct our affairs is clearly set out in the notebook we received. Overall, a very good experience."

- Roberta Bennett

"These folks are great. They helped my mother set everything up before her passing, easing our loss tremendously. Jerry was very patient and helpful on the phone with me, I had never been through this before and had a lot of questions. His help put me at ease through a difficult passage."

- Micheal Hill