Bill L.

Mr.Perlin has handled my affairs since 2007. I’ve always found him to be very knowledgeable and informative , especially with regard to navigating tax laws. Over the years he has advised me as to how to handle many important matters. I certainly trust him and know him...

Martin L.

Office is quickly responsive to calls. Personnel are courteous and helpful. Mr. Perlin is always accessible in reasonable periods of time. He listens carefully to our questions and created and later added to a will and trust that exactly met our needs. I would...

Jac P.

Brian and team offer a practical, personal, and very supportive interaction. He and his team genuinely demonstrate interest and regard for their clients.


Brian and his team are amazing. Due to extenuating circumstances, Brian accommodated an immediate appointment for my family. His team was able to draft up the paperwork within 24 hours. Would definitely use Brian again.

Lindsay C.

We just completed our estate planning here and are very happy with everything. We worked with Shelley and Brian and found them very responsive, thoughtful and that they asked the right questions/listened to make sure our needs were covered. Highly recommend...