David K.
10/2/2023
I was very pleased with their team. The initial consultation was great. Everything was explained to me in a clear and easy to understand manner. They made the entire process much easier than...
Professional Fiduciary Services
Open
(3)
Advertisement
Photos
20351 Irvine Ave Ste C3
Newport Beach, CA 92660
Professional Fiduciary Services (PFS) is the largest group of licensed, independent fiduciaries in Orange County, specializing in the administration of various types of trusts, including Living Trusts, Charitable Trusts, and Special Needs Trusts. With over 70 years of combined experience, PFS offers personalized, fee-only fiduciary services that prioritize client well-being while effectively managing assets through a tailored approach.
The PFS team consists of reliable professionals who are dedicated to managing equities, bonds, real estate, and businesses, understanding that family issues and care management require a 24/7 commitment. Their services also encompass Power of Attorney, Advanced Health Care Directives, and Conservatorships, ensuring comprehensive support for clients and their families.
Generated from the website
Also at this address
Reviews
5.03 reviews
Mary G.
8/16/2023
I had a great experience with PFS. Peter explained us everything we needed to know regarding our estate and made it an easy process for us. Thank you for all your help.
Jenifer K.
8/18/2023
Peter provides dependable, professional services with pride for his work and patience with his clientele . As a Relationship Banker who works closely with other Fiduciaries, I would refer to Peter...
See a problem?
Advertisement