Adams & Associates Private Fiduciaries

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570 5th St

Lincoln, CA 95648

+1 (916) 434-1022

http://www.adamsfiduciary.com

Adams & Associates Private Fiduciaries is a trusted and experienced firm based in Lincoln, CA, dedicated to providing exceptional private fiduciary services. With over 50 years of combined experience, their team is committed to serving and safeguarding clients and their assets, guided by core values of integrity, professionalism, leadership, and teamwork.

As licensed private fiduciaries, they specialize in managing the financial affairs and personal care of individuals, offering a range of services to fulfill clients' ultimate wishes throughout their lives. Whether it's assisting in choosing the right successor trustee or navigating the complexities of legal and financial decisions, Adams & Associates Private Fiduciaries is dedicated to helping clients achieve their goals while prioritizing mental health and planning for the rising costs of home healthcare.

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Reviews

2.04 reviews

Mitzi D.

5/4/2016

Adams and Associates are highly professional, extremely knowledgeable fiduciaries whose highest priority is caring for their clients and their client's loved ones in an ethical and compassionate...

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Michael B.

6/30/2024

Formally Adams and Associates, now Advocate Fiduciary Services. Failed to follow the important job description or role of a fiduciary--To manage another person's money for the beneficiaries...

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Winning Hand S.

4/16/2022

If I could give them any less stars I would. They lied, cheated, embezzled all of my inheritance. This was by far the worst experience of my life. Their management of my trust destroyed every...

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Michael B.

4/14/2015

I am a current so called "client" of Adams and Associates. They have been robbing me of my inheritance with out a concern to myself and my child. Although they havent missed a payment to...

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