ProFiduciary, Inc.

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
Industry
Financial Services
Employees
8
Founded
2005
NAICS
Finance and Insurance
Monetary 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 Contact
Mike Novak California Licensed Professional
View
Matthew Neal, Cpa, Clpf
View
Shelly Marie Verhoye, Clpf Licensed Professional Fiduciary
Email
Susan Christopher Entrepreneurial Leader / Management
Email Phone

Employees by Management Level

Individual contributor 4 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1
Finance 1 1 0

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