I spoke to Iris regarding an estate matter. She was extremely helpful. She took time to discuss the matter and did not rush to get off the phone. She said I was doing well on my own. I liked that...
Parine F.
5/15/2023
(2)
We started as a tax and accounting office and saw the need to protect the elderly from Financial Elder Abuse. We love what we do.
We are Professional Fiduciaries helping those that are unable to handle their own affairs (Seniors and Special Needs) We care about our clients and go the extra step to help them feel loved and safe.
I spoke to Iris regarding an estate matter. She was extremely helpful. She took time to discuss the matter and did not rush to get off the phone. She said I was doing well on my own. I liked that...
My brother hired Iris as his Trustee and I am his sole beneficiary. She does not communicate with me at all. His estate has still not been finalized and it has been 10 months. I am left in the...
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