Channel Islands Fiduciary Group - Santa Barbara, California

Trista Brown

I had an extremely disappointing experience with Channel Islands Fiduciary Group and Courtney DeSoto. Courtney and her team were consistently unresponsive despite repeated pleas from several of our family members for more clarity and better support. She and her team showed a complete lack of care for our concerns, and frankly their services bordered on incompetence. I would not recommend them to anyone looking for a reliable and professional fiduciary group.

UPDATE: I'm updating this review since Courtney has responded to my original review. I find it HIGHLY unprofessional to publicly share details about our family's case. In what world is it appropriate to do that? Her claim that she was transparent and consistent in her communication is actually funny -- the only thing consistent was her LACK of updates. Note that she says she provided updates "when asked" -- read between the lines, this means that nearly almost anytime we got an update from her, it was because we had to ask for it. And usually, it took multiple rounds of begging her for updates before she bothered to provide any info. I stand by my original review and would deduct more stars if I could.

Romy DeSoto (Romy)

Very trustworthy fiduciary, Courtney will handle (almost) any problem your parents will have as they are retiring and growing old. If you are looking for a fiduciary for your mom or dad you should really consider Channel Islands Fiduciary Group.

Renay Gaye

I highly recommend Channel Islands Fiduciary Group. Courtney is kind, honest, knowledgeable and very professional. Her assistant Alison is top notch. We live in another town than my Mother-in-law and Courtney kept us informed. She was patient with my mother-in-law and a great resource to me.

KAARON DAVIS

Our family is in awe of the amazing efforts CI Fiduciary has done on behalf of our family member. Courtney has earned our full support and we have complete faith in her decisions. Our family member's situation had several unique facets which made it a challenge for us to figure out. We would never have been able to navigate it on our own as we FEARED doing. Courtney has gone so far above and beyond the basics and has been a true blessing to our family member as well as our entire family.

Margaret Barnes

As a local attorney, I have worked often with Courtney and CIFG. I have found Courtney to be not only professional and capable, but also compassionate and caring for the clients she serves. I have recommended Courtney as fiduciary many times and would not hesitate to do so again.

Karen Martin

Courtney and her staff are going to be on a higher cloud when they get to heaven. Courtney cares about each of clients like they are her family and makes certain they are all well taken care of with love and respect. I highly recommend Channel Island Fiduciary

Andrea Katz

Courtney, I am very grateful for your support and kind compassion with your clients, as if they are your very own family member. As Executive Director of Oak Cottage Memory Care Community, it is reassuring to know that you run your business with the highest integrity, you are trustworthy, and have a strong work ethic. All of our interactions with you are professional, and it is an honor to partner with you in providing outstanding care for your clients. Thank you for all you do!

Kind regards,
Andrea Katz

Amber Calles

In my opinion I am pretty sure that CIFG is great in other areas, but as far as our families experience with her we are not satisfied with the handling of our mother/ grandmothers trust. I personally wouldn’t recommend the business to anyone due to the fact that we have had little to no communication and we have to seek the answer that we are supposed to get . We have made many attempts to get in contact with the business and all we get are emails stating the same thing for the last 2 years with no change.
I am sure this company is great just maybe not with our case.