Sierra Fiduciary Services, LLC - Grass Valley, California

Address: #1032, Grass Valley, CA 95945, United States.
Phone: 5302736347.
Website: sierrafiduciary.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sierra Fiduciary Services, LLC

Sierra Fiduciary Services, LLC: Una empresa de asesoramiento financiero

Sierra Fiduciary Services, LLC es una empresa que se encuentra ubicada en Grass Valley, CA 95945, Estados Unidos, en el estado de California. La empresa puede ser contactada a través de su teléfono 5302736347 o visitando su sitio web sierrafiduciary.com.

Características y especialidades

Sierra Fiduciary Services, LLC se especializa en asesoramiento financiero, lo que significa que ofrece servicios de planificación financiera, inversiones y gestión de patrimonio a sus clientes. La empresa tiene una amplia experiencia en la creación de planes financieros personalizados para satisfacer las necesidades de sus clientes.

Además, la empresa tiene una buena reputación por ser accesible para personas con discapacidades, ya que cuenta con un estacionamiento y una entrada y un baño accesibles para personas con discapacidad.

Opiniones

Según lo que se puede leer en Google My Business, Sierra Fiduciary Services, LLC tiene 7 reseñas en total. La media de opinión es de 5/5, lo que indica una gran satisfacción de los clientes con los servicios que ofrece.

Puntos de interés

Entre los puntos de interés que ofrece Sierra Fiduciary Services, LLC se encuentran:

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended

Resumen

Sierra Fiduciary Services, LLC es una empresa de asesoramiento financiero que se encuentra ubicada en Grass Valley, CA 95945, Estados Unidos. La empresa ofrece servicios de planificación financiera, inversiones y gestión de patrimonio a sus clientes. La empresa tiene una buena reputación por ser accesible para personas con discapacidades y cuenta con una media de opinión de 5/5 en Google My Business.

👍 Reviews of Sierra Fiduciary Services, LLC

Sierra Fiduciary Services, LLC - Grass Valley, California
rick D.
5/5

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 our area, to work with our children when the time comes that we pass, I genuinely feel we will be fortunate if we locate someone that is nearly as professional, dedicated, and easy to work with, as Matt has been. If you are looking for a fiduciary in the Penn Valley, Grass Valley, Nevada City area, you could do no better than to go with Sierra Fiduciary.

Sierra Fiduciary Services, LLC - Grass Valley, California
Leslie B.
5/5

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.

Sierra Fiduciary Services, LLC - Grass Valley, California
Steve T.
5/5

Mr. Quentmeyer embraced a messy and complicated Trust with many problems and made sense of it with fairness to all. His patience with people and accuracy with details is remarkable. Clearly, Matthew has deep knowledge of his field, but presents that acumen with modesty and a certain quiet authority that puts people at ease. If you need fiduciary services, Matthew Quentmeyer and his Sierra Fiduciary Services Team are the trustworthy choice.

Sierra Fiduciary Services, LLC - Grass Valley, California
John K.
5/5

From my first encounter with Matt I found him totally engaged in my issues and he fully answered all my questions. After appointing him my trust fiduciary he followed up with me annually asking for any changes to my personal or trust situations. The only reason for my disengagement was moving to another state in which he was not licensed for service. I highly recommend him to anyone seeking fiduciary help.

Sierra Fiduciary Services, LLC - Grass Valley, California
David B. S.
5/5

I am a long time decorated Honorably Discharged U.S.N. personal. I asked if I could have someone replace the military for me and do the things I always had given to me like, have food for me to eat, clothes for me to wear, transportation for me to get to locations I need to be at, ect.
I was given one after another, all jokes, till Matt , Janelle, and son , Jeff accepted the challenge of me being there client.
To tell you the truth, I have no idea how they do it but they do. I have been in the Military most my life( Sea Cadets) USN Temp Retired, Retired and belong to many Military clubs to present. The accomplishments I take part in to this day is only because of that loving family that knows how to do what they do. Thank you Quintmeyer family.
Sincerely,
Mr. David P. Bell Sr.

Sierra Fiduciary Services, LLC - Grass Valley, California
Gail M.
5/5

Matt was very responsive and kept us informed though out the entire process. If you are looking for a knowledgeable, professional fiduciary, I highly recommend him!

Sierra Fiduciary Services, LLC - Grass Valley, California
Gina M.
5/5

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