COVID-19 Notice
In order to protect the health of our clients and vendors, until further notice we will no longer be having in-person client meetings or visitors. While the majority of our staff is working remotely, they are still reachable by phone or email but may be delayed in their response to you. A small number of staff will continue to be present at our office to facilitate the processing of routine physical items such as mail, distributions, and bill pay.
If you have any questions need assistance with this information please call our office at 619-501-4626.
If you have any questions need assistance with this information please call our office at 619-501-4626.
WHO WE ARE
ProFiduciary's team of financial and trust experts have spent decades building relationships with a select San Diego clientele, helping families preserve their wealth and pass it on to loved ones and charitable institutions.
Whether you have sought out ProFiduciary following a recommendation from a professional financial expert, or are an attorney or private individual independently seeking guidance, you will benefit from ProFiduciary's unique capabilities in the local financial community. Their staff will help you navigate the responsibility of making complex tax decisions, managing real estate or coordinating your investment management -- acting as a buffer between you and the beneficiaries of your trust, advocating for you in a variety of ways -- freeing you to spend your time living your life.
If you are establishing a trust, locating an expert in estate administration or are seeking a respected trustee for a will or a trust, ProFiduciary will solve any of your financial challenges and can be counted on to act as independent agents guiding you and the beneficiaries of your trust.
Whether you have sought out ProFiduciary following a recommendation from a professional financial expert, or are an attorney or private individual independently seeking guidance, you will benefit from ProFiduciary's unique capabilities in the local financial community. Their staff will help you navigate the responsibility of making complex tax decisions, managing real estate or coordinating your investment management -- acting as a buffer between you and the beneficiaries of your trust, advocating for you in a variety of ways -- freeing you to spend your time living your life.
If you are establishing a trust, locating an expert in estate administration or are seeking a respected trustee for a will or a trust, ProFiduciary will solve any of your financial challenges and can be counted on to act as independent agents guiding you and the beneficiaries of your trust.
SERVICES
