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Why Work With Us
Our Mission is to provide the highest level of professional excellence with grace and compassion so our clients feel confident in their everyday lives and financial endeavors.
- To give our clients a strong foundation
- To be efficient and effective advocates for our clients
- To provide valuable insight, information, and expertise
- To help our clients grow in financial knowledge and confidence
- To be valued business partners for our contacts in the community
- To continue to learn and grow as both a company and individuals
What People Say About Our Work
Ben Schwefel
Murtaugh Treglia Stern & Deily LLP
I have worked with Jennifer on several trust administration matters that have been complex and fraught with challenges. Jennifer is a consummate professional who is responsive and effective in moving these matters towards completion. Based on my experience, I would recommend Jennifer’s services to others without reservation.
Kal Balian Antoun
SMPL Mortgage
Jennifer Bigelow is someone who brings so much to her clients. She is professional and empathetic and a person who knows how to bring her team together to help their clients make smart and sometimes hard decisions.
Dave Knight
Dave Knight Real Estate Team
"People don't care how much you know until they know how much you care." Jennifer Bigelow is a perfect embodiment of this quote. I've worked beside her and I've witnessed her deep care for her clients.
Shawna Greene
Choice & Change
Genuinely dedicated, ethical, well-informed, empathetic, available, and warmly caring.
Katherine Y
Psychologist
As a trustee, absolutely the best thing I did for myself to settle my parents’ estate was to hire Jennifer Bigelow. She is incredibly competent and knowledgeable, scrupulously honest, has a solution to every problem, has great referrals for whatever need.
Frank Cunningham
My Calling Inc
I have worked with her before and she does an exceptional job for her clients!
Sarah O.
Political Policy Advisor
As a young professional living in a high cost of living area, I have a lot of personal financial anxiety about both making ends meet and having enough saved up for the proverbial “rainy".
Anna was really helpful in giving me a better understanding of my financial security, where my money is going, and identifying financial goals. Anna takes the time to discuss your finances with you and get an understanding of what you want to get out of your monthly budget.
Sam Gopinathan
New Wave Home Care
Jennifer has such a huge heart. She is the best choice for clients who are in their senior years and needs the support to maintain their quality of life. Very ethical, knowledgeable and caring.