Finerty Fiduciary Services - Indian Wells, CA

Address: 74-900 US, CA-111 STE 120, Indian Wells, CA 92210, United States.
Phone: 7608361954.
Website: finertytrust.com
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Finerty Fiduciary Services

☎️7608361954

Finerty Fiduciary Services: Your Reliable Financial Consultant

Finerty Fiduciary Services, located at Address: 74-900 US, CA-111 STE 120, Indian Wells, CA 92210, United States, is a trusted financial consultant that offers expert guidance and assistance in managing your financial affairs. You can easily contact them through their phone number 7608361954 or visit their website finertytrust.com for more information.

Specialties

Finerty Fiduciary Services specializes in providing financial consulting services to clients in need of professional guidance in managing their financial affairs. Their team of experienced financial consultants is equipped with the knowledge and expertise to help you make informed decisions about your money.

Accessibility

Finerty Fiduciary Services is committed to providing accessibility to all their clients. Their office is equipped with a wheelchair-accessible car park, entrance, and toilet, making it easy for clients with mobility issues to visit them. They also have toilets available for all clients and recommend making appointments for a more personalized and efficient service.

Client Reviews

Finerty Fiduciary Services has received numerous positive reviews from satisfied clients. One client commented, "Cindy has been instrumental in guiding us through the process of taking over the care of my elderly mother with dementia. We ended up having to move her from out of state into a local assisted living facility. Cindy has extensive knowledge, years of experience and understanding of all the aspects involved in this overwhelming and emotional time. She is very responsive when issues arise. Cindy is well prepared to take on these types of detailed and cumbersome responsibilities. She has tremendous character and I have recommended her to friends that also ended up working with her."

These reviews demonstrate Finerty Fiduciary Services' commitment to providing exceptional financial consulting services to their clients. Their team of experienced financial consultants is dedicated to helping you make informed decisions about your money, no matter what your financial situation may be.

Recommendation

If you are looking for a reliable financial consultant to help you manage your financial affairs, look no further than Finerty Fiduciary Services. Their team of experienced financial consultants is equipped with the knowledge and expertise to help you make informed decisions about your money. Contact them today through their website finertytrust.com or give them a call at 7608361954 to schedule a consultation and take the first step towards financial success.

👍 Reviews of Finerty Fiduciary Services

Finerty Fiduciary Services - Indian Wells, CA

Murray Klar

5/5

Cindy has been instrumental in guiding us through the process of taking over the care of my elderly mother with dementia. We ended up having to move her from out of state into a local assisted living facility. Cindy has extensive knowledge, years of experience and understanding of all the aspects involved in this overwhelming and emotional time. She is very responsive when issues arise. Cindy is well prepared to take on these types of detailed and cumbersome responsibilities. She has tremendous character and I have recommended her to friends that also ended up working with her.

Karen Tucker

5/5

I have known Cindy for over 25 yrs. She has years of experience and vast knowledge as a Fiduciary. When I think of Cindy, the first word that comes to mind is integrity. She is trustworthy, hardworking and does what she says she is going to do! Cindy is compassionate and always willing to go the extra mile for a client with only their best interests at heart. I highly recommend her!

Maria Lopez

5/5

Our trust experience started with a dishonest estate lawyer who drew documents that allowed one trustee to sell properties without the co-trustee’s knowledge or permission.
The co-trustee turned a blind eye to what was going on. After 9 months of watching this travesty, we hired an exceptional estate attorney, Jeremy Ofseyer in Palm Desert. After presenting the trustee’s fraudulent activities in probate court, the trustee was removed and Cindy Finerty was made sole trustee of the estate and was our fiduciary. What a blessing that was!!

Cindy was relentless in searching for all the trust assets, money, property, stocks and bonds. Monies had been diverted from the trust account, properties had been sold without any paperwork or notes and stock accounts had been cashed out. Rental income had been diverted from the trust to multiple bank accounts.

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 was exceptional! She was kind to everyone involved. This was an extremely hard trust involving eight beneficiaries. She was unyielding in her quest to make sure everything was done legally and to all our satisfaction. She returned our calls and emails promptly and never failed to answer a question to our satisfaction. Cindy went above and beyond. We were truly blessed to work with such a excellent fiduciary and a wonderful person.

Jennifer Ochwat

5/5

Huge thanks to Finerty Fiduciary Services for the suggestions to my Mother for her Will planning. Finerty Fiduciary Services provided suggestions in a kind, compassionate, efficient and professional manner. We are so grateful for your considerations and expertise!
Thank you!