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Fiduciary Services Inc., located in San Rafael, CA, offers independent trustee fiduciary and investment management services for qualified retirement plans, including Employee Stock Ownership Plans (ESOPs). Their expertise allows them to act as a critical intermediary in transactions involving company stock, ensuring compliance with federal regulations and protecting the interests of plan participants.
With a focus on mitigating conflicts of interest and enhancing decision-making, Fiduciary Services Inc. provides essential evaluations, fair market value assessments, and strategic advice during significant corporate events such as mergers, acquisitions, and capital restructuring. Their independent fiduciary role is designed to safeguard fiduciaries' actions while maintaining ethical standards within employee benefit plans.
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