Finerty Fiduciary Services
74-900 US,
CA-111 STE 120, Indian Wells, CA 92210
Since 2005, Finerty Fiduciary Services has been serving the Coachella Valley as respected fiduciaries and trustees. We act as court-appointed Conservators, Guardians, and Trustees, as well as personal trustees and agents of Powers of Attorney. We are well-respected in trust and estate administration, including trusts with a variety of assets, such as stocks, bonds, insurance policies, raw land, leased land, real estate notes, commercial buildings, and various partnerships.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Trustee
- Power of Attorney
- Conservator
- Pets
Sentiment Analysis
Finerty Fiduciary Services provided suggestions in a kind, compassionate, efficient and professional manner.
After two years of investigative work and accounting, Cindy was able find and inventory (154 pages) of all assets and make our half of the multi million dollar estate whole again and hold the original dishonest trustee liable for what was stolen.
Cindy is compassionate and always willing to go the extra mile for a client with only their best interests at heart.
Cindy has extensive knowledge, years of experience and understanding of all the aspects involved in this overwhelming and emotional time.
Your opinion is important Cancel reply
We invite you to share your experience in a review.
Financial Advisors near Indian Wells
- Financial Planning & Wealth Management Firms Near You
- Retirement Planning and Investment Management Services near Eastvale
- Retirement Planning and Investment Management Services near Beaumont
- Lake Elsinore Financial Planning & Wealth Management Firms
- Moreno Valley Financial Planning & Wealth Management Firms
- Retirement Planning and Investment Management Services near Temecula
Read more reviews on:
Please leave us a review and let us know about your experience.