Banks & Banks Fiduciary Services
8270 La Mesa Boulevard, La Mesa, CA 91942
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - ?
Wednesday:
9:00 AM - 5:00 AM
Thursday:
9:00 AM - 5:00 AM
Friday:
9:00 AM - 5:00 AM
Saturday:
? - 5:00 AM
Sunday:
Closed
Location & Phone number
8270 La Mesa Blvd # 201, La Mesa, CA 91942, United States
About the Business
Banks & Banks Fiduciary Services is a trusted financial institution located at 8270 La Mesa Boulevard in La Mesa, California, United States. Specializing in fiduciary services, our team of experienced professionals is dedicated to providing personalized financial solutions to meet our clients' needs. Whether you are looking for wealth management, estate planning, or trust services, Banks & Banks Fiduciary Services is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.
Reviews
"very good would reccoment"
"I own Amada Senior Care in San Diego County and over our nearly eight years of business I have worked with many Fiduciaries who acted on behalf of our clients in common for financial matters. I am very impressed with what I have seen from Banks & Banks and Lincoln Banks in particular. I one particular case he advocated for a client with the insurance company who held a Long Term Care policy. The language in the policy was very specific relative to what services it would pay for. The policy was several years old and the care options that exist today were not available when the policy was written. Lincoln Banks, after much effort, was able to convince the insurance company to allow the policy holder to use their benefits for services not specifically called out in the policy language. I have dealt with hundreds of Long Term Care policies on behalf of clients and I, frankly, did not believe this was possible. I would recommend Banks & Banks to anyone who is looking for Fiduciary services."
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