
70 years
of experience

Fee-Only
Financial Advisors

Licensed, bondable
and regulated

Reliable
professionals

Personal
service
Our mission is to offer ethical, qualified and personable private professional fiduciaries who work together to provide outstanding service to our clients with loyalty and accountability.
70 years
of experience
Fee-Only
Financial Advisors
Licensed, bondable
and regulated
Reliable
professionals
Personal
service
We have the talent and experience to manage equities, bonds, real estate (residential and investment) and businesses with the understanding that family issues and care management require a 24/7 commitment.
Professional Fiduciary Services (PFS) is the largest Orange County group of licensed, bondable, independent fiduciaries who serve as Successor Trustees for Living Trusts, Charitable Trusts, Special Needs Trusts, Marital & Exemption Trusts, Life Insurance Trusts, Lifetime Benefit Trusts and Legacy Trusts.
Our services include:
We’ll be happy to get you started in the right direction with a 30-minute, no-obligation call. Call us at 949-600-8625 or email us at pete@trusteepro.com
Or contact us through our website.
Professional Fiduciary Services
24361 El Toro Road, Suite 260
Laguna Woods, CA 92637
20351 Irvine Avenue, Suite C3
Newport Beach, CA 92660
Telephone: (949) 600-8625
Fax: (949) 608-3593
Direct phone numbers for each PFS member are located on the team page.