I was introduced to Marybeth through a family friend when I was going through a tough time dealing with the loss of a loved one and dealing with the complicated documentation which proceeds after losing someone. Marybeth is Knowledgeable, Organized, Punctual, Professional and All around an excellent human being. I highly recommend her and her services.
Sherry Saylor | January 2023
Marybeth Kavanagh came on board as my brother's fiduciary when he became unable to manage his own finances. She later served as trustee of his trust and saved we, the family, many stresses and grey hairs. She communicated well through every step and consulted us about decisions she was needing to make. She kept detailed and clear records and accounts were impeccable. I would recommend her to anyone looking for a skilled and honest financial assistant. I am preparing to name her as trustee of my own trust.