Steve Morris was a professional wizard during… Steve was a professional wizard during difficult times. I truly value his services, dedication & attentive touches. Our original teleconference was @ the onset of the pandemic. Steve Morris could not have been more astute. I updated the original codicils late last year. (2021.) All details of trusts & wills were re-examined & addressed. Thank you, Steve Morris, Intervention Point.

The representatives are very…Professional The representatives are very professional and they provide excellent service with the entire process of setting up a trust. They're always available afterwards to assists with any questions or concerns you may have.

Absolutely fantastic service Absolutely fantastic service! Really glad we found Intervention Point as our personal situation has greatly improved. Peace of mind knowing our financial life is in order. THANK YOU!

Professional, Knowledgeable and responsive. Great service. Steve is extremely responsive, knowledgeable and professional. He has done an incredible job for our clients.

Fantastic Service and Expertise Fantastic Service and Expertise I wanted to give a big shoutout to Steve Morris for being an absolute lifesaver during the trust process. Seriously, this guy is a wizard when it comes to this stuff! Steve's knowledge and assistance were like sunshine on a cloudy day. Trusts can be complicated, but he made it feel like a breeze. Now that everything's all sorted out, my family and I can finally breathe a sigh of relief. Knowing that we're protected and secure, thanks to Steve's expertise, is such a weight off our shoulders. So, if you ever need help with trusts, Steve Morris is the person to go to – trust me on that!