About Sierra Fiduciary Services, LLC
Reviews for Sierra Fiduciary Services, LLC
Write a reviewSimilar Businesses Nearby
Retirement Security Centers
- 412 E Main St suite m, Grass ValleySierra Fiduciary Services, LLC, based in Penn Valley, Grass Valley, Nevada City area, provides exceptional fiduciary services. They excel in handling complex estates, keeping beneficiaries informed with detailed and accurate information, and managing various tasks such as realtor coordination, paperwork filing, and insurance issues. Matt, a prominent figure at Sierra Fiduciary, has demonstrated professionalism, dedication, and ease of work, making him a valuable asset for clients. He has shown care and pragmatism in his role as a conservator, handling conservatee care with honesty and fairness while providing organized documentation for tax purposes. Overall, Sierra Fiduciary Services is an excellent choice for those seeking reliable and comprehensive fiduciary support.
Sierra Fiduciary Services did an exceptional job with my fathers estate! With five plus beneficiaries spread over several states, it would have been an impossible task to handle ourselves! Sierra Fiduciary Services handled everything with care and compassion, keeping everyone informed with detailed and accurate information. I highly recommend Sierra Fiduciary Services!
When my father passed, settling the estate could have been very complex for me and my sister. We both live a significant distance from where my father lived and we had very little knowledge of the resources in the area. We also lacked knowledge as to how to go about settling the estate, finding a realtor, filing paperwork, and so much more.Matt is genuinely fantastic! Matt took care of, and managed so many things that neither my sister nor I would have been able to manage without a great deal of effort. Matt managed everything from insurance issues, to account distributions, the estate sale, property sales, and so much more.As my wife and I search for a fiduciary, in...read full review
Matt did an excellent job as conservator for my uncle, who was in a care facility for many years. Matt was proactive in communicating with us and provided us with organized documentation needed for tax purposes. He is both caring and pragmatic, which are important character traits for a fiduciary. Matt handled my uncle’s care, and communicated with us, honestly and fairly. I appreciate his dedication and attention to detail.