Profiduciary, Inc
ProFiduciary's mission is to serve our clients, building long term relationships with them while providing highly personalized, professional trust and fiduciary administration services. We are committed to helping each client in collaboration with their legal, tax and professional advisers fulfill their personal and financial goals within an environment of complete and absolute integrity. Our clients can expect professional service, honest advice and clear communication at all times. Our fiduciary experts will either implement an existing trust document for a customer, or work with a client and their attorney to help them craft a new one. All of ProFiduciary's clients are provided with fee schedules and a description of services during their initial meeting with our team, which will tailor each trust, in a timely fashion, to an individual's particular needs.
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Verified contacts
6
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
255
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- SM
Shelly Marie Verhoye
Licensed Professional Fiduciary · Finance & Accounting
EmailPhone - SC
Susan Christopher
Controller · Finance & Accounting
EmailPhone - RF
Rik Floyd
California Licensed Professional Fiduciary at Profiduciary, Inc · Other
EmailPhone - SV
Sandra Vargas
Trust Accounting Associate · Finance & Accounting
EmailPhone - MN
Mike Novak
California Licensed Professional Fiduciary · Other
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Profiduciary, Inc
5 distinct titles indexed · top 5 shown.
- 1california licensed professional fiduciary
- 1california licensed professional fiduciary at profiduciary, inc
- 1controller
- 1licensed professional fiduciary
- 1trust accounting associate
Sign up to unlock all 6 contacts at Profiduciary, Inc
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