San Pasqual Fiducary Trust Company

The William J Cagney Trust, based in Dana Point, CA, is a trusted entity that specializes in offering a range of financial services and solutions. With a focus on providing personalized and confidential assistance, the company caters to the unique needs and goals of its clients, ensuring a high level of professionalism and integrity in all interactions. Generated from their business information

Professional Fiduciary Service, located in Lake Forest, CA, offers a range of fiduciary solutions tailored to meet the needs of clients seeking assistance with estate planning and management. Their services include managing investments, dealing with creditors, legal coordination, and acting as trustees for special needs trusts and life insurance trusts. The firm provides both court-supervised and privately engaged solutions, ensuring a thorough review of estate planning documents and proposed court filings to confirm compatibility with clients' needs. This commitment to advocacy and comprehensive support positions them as a reliable resource for individuals and families navigating complex financial and legal decisions. Generated from the website

Founded in 1967, American Assets is a full-service real estate firm that specializes in the investment, development and management of commercial and residential properties. The firm acquires and improves retail stores, offices and multifamily real estates. It has developed more than 1,000 apartments in California, Texas, Illinois and Hawaii. American Assets has relationships with a range of financial institutions, such as Wells Fargo, JP Morgan Chase & Company and Bank of America Corporation. The firm s properties include Imperial Beach Gardens, Loma Palisades, Mariner s Point and Santa Fe Park RV Resort in California.