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  • I recommend him highly

    “Matt Guttman was recommended to me by a professional I trust. I also heard him speak and answer questions at my accountant’s firm when he gave a seminar about “What to include in your will.” He is ...”

    - Bev S.
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The Guttman Approach

What Makes Us Different
  • Our Approach Is Highly Personalized

    We take the time to understand the complexities of your situation and develop an individualized approach.

  • Our Goal Is To Educate Clients

    We seek to not only provide a service to our clients but to educate them every step of the way.

  • Our Priority Is Helping Clients Navigate Every Step of the Process

    We are here to support our clients throughout their estate planning journey.

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