Kosbie Trust & Fiduciary Services
9048 Brooks Road South, Windsor, CA 95492
Location & Phone number
9048 Brooks Rd S, Windsor, CA 95492, United States
About the Business
Kosbie Trust & Fiduciary Services is a professional fiduciary institution located at 9048 Brooks Road South, Windsor, California, United States. Specializing in providing fiduciary services in the Greater Bay Area, including Marin and Sonoma County, our team is dedicated to protecting the assets, interests, and dignity of every client we serve.
As a trusted fiduciary in Santa Rosa, we assist families and individuals in implementing their long-term plans when they are no longer able to do so themselves. Whether serving as trustees for parents and grandparents without available family members, managing Special Needs Trusts for disabled family members, or providing other fiduciary services, we are committed to helping our clients navigate complex financial and legal matters with compassion and integrity.
At Kosbie Trust & Fiduciary Services, we prioritize open communication, ethical care, and financial management to ensure the financial security and well-being of our clients and their loved ones. Licensed, bonded, and insured, we operate with professionalism and transparency to protect vulnerable individuals from potential exploitation and provide peace of mind to those we serve.
Reviews
"Deborah givens is a wonderful woman she goes beyond customer service to infinity and beyond she's pleasant warm and comforting I'd give this review ten Stars"
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