Lauren L. about 2 months ago
I connected with Losey through my accountant in another state just before the holidays. They gave me the option of meeting by telephone on in person and corresponding by mail and fax. My primary residence is in another state, but I chose to meet in person because I wanted a reason to enjoy some great Louisiana food. I waited until I received my vaccine to schedule; however, the office was very clean, everyone was wearing masks, and there was a glass screen down the middle of the conference room table. They gathered a lot of information from me before the meeting and told me the in person meeting would take 4-6 hours. I met with 3 different people and was finished in about 5 hours. They were very organized, educational, and professional. They were very responsive to the changes I made in person from what we thoroughly discussed ahead of the meeting. We connected with my other advisors and attorney through conference call during the meeting. At the end of the meeting they provided me with a list of items for follow-up. I was very impressed! They offer the option of meeting annually or as often as I see fit. I appreciated they want to work directly with me in coordination with the other professionals I engage.