PMR Fiduciary

Open
yelp logo

(7)

Call
Website
3343 Vincent Rd Ste C
Pleasant Hill, CA 94523
+1 (925) 627-1593
http://www.pmrfiduciary.com

PMR Fiduciary in Pleasant Hill, CA, is a reputable financial service provider specializing in investment portfolio analysis, financial record maintenance, and long-distance care management for families dealing with ailing loved ones. Their team of trained consultants offers expertise in assisted living placement, life insurance processing, and assisting spouses in managing finances and essential documents.

With a staff that includes medical consultants and licensed professional fiduciaries, PMR Fiduciary is dedicated to providing comprehensive financial services to clients in need of personalized care and support during challenging times. Their commitment to assisting families with ailing siblings and spouses sets them apart as a trusted resource for financial management and long-term care planning.

Generated from their available business information

Also at this address

Reviews

yelp logo
2.07 reviews
Photo of Boyenga T.
Boyenga T.
8/11/2016

We recently worked with Pat McVey-Ritsick and found her to be an exceptional Fiduciary. Not only was she very organized and precise she genuinely cared for the welfare of the families she was...

Read more on Yelp
Concerned C.
10/9/2014

PMR is a disgrace to professional business. This company will ignore you and take your money. Pat McVey-Ritsick was helping my grandmother and literally left her high and dry after taking her...

Read more on Yelp
Isabel L.
6/30/2015

I was favorably impressed by PMR (Pat McVey-Ritsick) at our first interview. Then I saw the review that said "Pat McVey-Ritsick was helping my grandmother and literally left her high and dry after...

Read more on Yelp
Photo of Howard K.
Howard K.
10/21/2014

PMR Fiduciary should never be considered for any type of financial advice nor should anybody work with this company because of the way they handle their business. They are extremely unprofessional...

Read more on Yelp
Photo of Chris K.
Chris K.
4/5/2016

I met with Pat and she was excellent, empathetic, professional and patient. Generous with her expertise as well as her time. I am shocked to read these other reviews. The office is extremely busy...

Read more on Yelp
Own this business?
See a problem?

You might also like

Habitat For Humanity East Bay
Services, nec, nec, Charitable organization, Real estate managers

Habitat For Humanity East Bay

7
"Ever since I could remember, I've always wanted to volunteer for Habitat for Humanity (H4H). Like every person, I made several reasons (more excuses) as to why I couldn't make the time. Work,..."
photo of Rachel B.
Local passenger transportation, nec, nec, Business services, nec, nec, Services, nec, nec

Positive Resources

1
"I needed day labor help and Positive Resources came though. Dennis set me up with 5 hard working young men to help pack and move probably 3 rooms full of stuff, including over 50 vases, and 60..."
photo of Denise B.
Napa Valley Support Services
Real estate managers, Business services, nec, nec, Emergency social services

Napa Valley Support Services

Napa Valley Support Services, a nonprofit organization based in Napa, CA, is dedicated to assisting individuals in reentering the workforce and maintaining employment through its personnel service, Napa Personnel Systems. Since its establishment in 1985, the organization has been providing a range of services including job club meetings, job development, and job coaching for adults with disabilities. Employers benefit from Napa Valley Support Services by gaining access to cost-effective employees, increased productivity, and guaranteed results through ongoing supervision and training provided by skilled professionals. With a focus on work adjustment and employment preparation, the organization aims to create sustainable employment opportunities for its clients. Generated from their available business information
United States›California›Pleasant Hill›PMR Fiduciary

Partial Data by Foursquare.