Private Fiduciaries of California, Inc.
About the Business
Private Fiduciaries of California, Inc. is a boutique full-service private fiduciary firm located at 32a Washington Avenue, Richmond, California, United States. Specializing in finance, health, and legal services, we act as a power of attorney, trustee, trust administrator, and healthcare advocate. With over 25 years of experience, we are dedicated to making life easier for our clients and protecting them and their families from unforeseen risks.
We understand that every detail matters when it comes to estate planning and administration. That's why we start with compassionate listening to understand your goals and needs, and then build a customized plan for the present and the future. You can trust in our expertise and professionalism to guide you through the complexities of preserving your assets, maintaining your standard of living, and passing funds to your loved ones or charities.
Whether you've been putting off estate planning, are concerned about your parents' lack of a plan, or simply want to ensure that your affairs are in order, Private Fiduciaries of California, Inc. is here to help. Our team of experienced professionals will work closely with you to provide peace of mind and help you achieve your goals while protecting yourself and your loved ones. Trust us to be by your side as a trusted decision maker, helping you navigate the intricacies of estate planning and administration with confidence.
Photos
Location & Phone number
32a Washington Ave, Point Richmond, CA 94801, United States
Hours open
Monday:
8:00 AM - 8:00 PM
Tuesday:
8:00 AM - 8:00 PM
Wednesday:
8:00 AM - 8:00 PM
Thursday:
8:00 AM - 8:00 PM
Friday:
8:00 AM - 8:00 PM
Saturday:
8:00 AM - 8:00 PM
Sunday:
8:00 AM - 8:00 PM
Reviews
"Very effective attorney and Fiduciary services for elders, retirees and anyone needing assistance with wealth management and personal life oversight. Rebecca is compassionate and kind as well as the ultimate professional."
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