Professional Fiduciary Services

Your trusted partner in fiduciary services, ensuring your assets are managed with integrity and care.

Business Details

Professional Fiduciary Services (PFS) is a leading group of independent, licensed fiduciaries based in Laguna Beach, California. With over 70 years of combined experience, PFS specializes in serving as Successor Trustees for various trusts, including Living Trusts, Charitable Trusts, Special Needs Trusts, and more. Their services encompass Trust Administration, Charitable Trust Administration, and Power of Attorney, all tailored to meet the unique needs of each client.

As fee-only financial advisors, PFS is committed to providing unbiased and personalized fiduciary services, ensuring that clients' assets are managed with the utmost care and in accordance with their best interests. Their team of professionals works closely with clients to develop customized strategies that align with their financial goals and values.

Located at 668 N Coast Hwy Ste 1406, Laguna Beach, CA 92651, PFS is dedicated to offering exceptional service and quality to the Laguna Beach community and surrounding areas. For more information or to schedule a consultation, contact them at (949) 600-8625 or visit their website at trusteepro.com.

Areas served

Laguna Beach, CA

Type

Wholesaler

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668 N Coast Hwy Ste 1406, Laguna Beach, CA, Laguna Beach 92651, Orange County, CA, United States
(949) 600-8625
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