We limit our office hours to assure that we have ample time to serve the needs of our clients. Serving from our home office enables us keep client costs to a minimum.
Trustee Experience
Trust Knowledge
Decision-Making Ability
Integrity
Impartiality
Objectivity
Asset Management Experience
Investment Expertise
Legal Impact
Business Experience
Professional Fiduciaries are licensed and regulated by the Professional Fiduciaries Bureau Professional Fiduciaries Bureau Telephone: (916) 57 4-7340 Professional Fiduciaries Bureau Website: www.fiduciary.ca.gov Mel Phillips PF License #: 885
WE ACCEPT ALL MAJOR CREDIT CARDS