ProFiduciary, Inc.
Financial Services
San Diego, California, United States
8 employees
- Employees
- 8
- Contacts
- 2
- Emails
- 2
- Phones
- 1
ProFiduciary, Inc. Overview
- Headquarters
- San Diego, California, United States
- Phone Number
- Available in AeroLeads
- Website
- profiduciary.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2005
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About ProFiduciary, Inc.
ProFiduciary's mission is to serve our clients, building long term relationships with them while providing highly personalized, professional trust and fiduciary administration services. We are committed to helping each client in collaboration with their legal, tax and professional advisers fulfill their personal and financial goals within an environment of complete and absolute integrity. Our clients can expect professional service, honest advice and clear communication at all times. Our fiduciary experts will either implement an existing trust document for a customer, or work with a client and their attorney to help them craft a new one. All of ProFiduciary's clients are provided with fee schedules and a description of services during their initial meeting with our team, which will tailor each trust, in a timely fashion, to an individual's particular needs.
ProFiduciary, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
ProFiduciary, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mike Novak | California Licensed Professional |
View
|
|
| Matthew Neal, Cpa, Clpf | Santee, California, United States |
View
|
|
| Shelly Marie Verhoye, Clpf | Licensed Professional Fiduciary | San Diego, California, United States |
Email
|
| Susan Christopher | Entrepreneurial Leader / Management | San Diego, California, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
| Finance | 1 | 1 | 0 |
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