We had a wonderful experience working with Charmaine to help set up my father-in-law’s trust. She was professional, knowledgeable, patient, and incredibly helpful throughout the entire process. She took the time to explain everything clearly and made what could have been an overwhelming experience much easier for our family. We truly appreciate her guidance, compassion, and attention to detail. I would highly recommend Charmaine to anyone needing assistance with setting up a trust or planning for their family’s future! We also plan on using Charmaine to do our Wills and trust for our house.
Chermaine Quinn
- 53 hires
- Based in Charlotte, NC
- 5 years in business
- 15 employees
- Background checked
About Chermaine Quinn
Secure your family’s future with a FREE, no-obligation online consultation which will guide you through the critical components of estate planning. Mobile notary included in select estate plan packages Estate Planning Education Included in FREE 30 min Consultation Covering: • Guardianship Planning • Succession Planning • Business Protection • Asset Protection • Wills and Trust • Life Planning • Financial Power of Attorney • Medical Power of Attorney • Probate By providing a dual platform which offers both estate planning and financial services, clients are able to come to one diverse platform for everything! - Estate Planning Education Seminars - Financial Education Seminars - Long Term Savings Strategies - Wealth Protection Plans - Insurance Protection - Retirement - Retirement Supplements - Tax Free Strategies - Annuities - Estate Planning - Wills & Trust As a licensed independent agent, I can customize a detailed plan based on budget and goals. Starting with education and awareness, my team and I can help you prepare for uncertainty no matter where you are in your journey. Failing to Prepare is Preparing to Fail
Reviews
Charmaine Quinn was absolutely exceptional. She clearly explained everything step by step and she was patient, professional, knowledgable and responsive. She has done a great job walking me through the process of every step. I would highly recommend her. She was very helpful in helping complete a very important project in my life. Thank you Charmaine
Charmaine kept my wife and I informed on the whole process of getting a Trust for our family Thanks to her we feel safe for our family future. Thanks Again Charmaine .
I am very pleased with my experience and highly recommend Chermaine Quinn.
Professional, knowledgeable follows through, responsive. She is a [pleasure to work with. Recommend her highly.
I would definitely suggest her help to our friends. Setting this trust up was easier than I thought it would be.
Everything about our experience was exceptional. We learned more about our needs in just a few conversations than we ever knew. Thank you so much.
An excellent person to work with. Answered all questions and is extremely easy to talk to and discuss all aspects of the trust. I enjoyed all interactions I had with her and her staff.
Charmaine is the best. Not only does she help with the process of setting up a trust she makes sure you understand all the moving parts and checks in with you at each step. Charmaine is kind, understanding, and very knowledgeable in her field. I have been raving about her to people I know. I would highly recommend her if you are in need of these types of services. C White
Charmaine is great! She was so very helpful, professional and always on top of things. She was super quick with responses to my questions and any concerns I had. Used her for setting up my mom's estate and I will also use her for mine as well. Would highly recommend her.