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Advocate Fiduciary Services
- Legal
- Lincoln, CA
About this business
Advocate Fiduciary Services, formerly known as Adams & Associates, was founded in 2008 to serve and protect our clients and their assets by providing excellence in private fiduciary services guided by our core values of integrity, professionalism, leadership and teamwork.
Location details
570 5th St, Lincoln, CA, 95648, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Working with Christa and Dave over the years has been an absolute pleasure. We've collaborated on numerous cases together, and their level of professionalism has always been outstanding. Our clients consistently express their satisfaction with the exceptional work they provide. Christa and Dave are truly wonderful to work with, and I look forward to continuing our successful partnership.
Christa has been thoroughly professional and quick to respond to the needs of setting up a Special Needs Trust for a family member. Christa exhibits her sincere care for the financial future of her clients.
I’ve been a client of Advocate Fiduciary Services and Christa Kinsman for approximately six months and have thus far been impressed with Christa's professionalism and genuine interest she shoes in getting to know her clients so she can better serve their needs. She is a quick study and, most importantly to me, is willing to work clients ti achieve their goals and wishes. If you ate looking for a competent and caring person to handle your financial , medical and estate needs i highly recommend considering Christa and Advocate... read more
Very professional and great people. Some of the best in the business.
Frequently asked questions about Advocate Fiduciary Services
How is Advocate Fiduciary Services rated?
Advocate Fiduciary Services has a 4.6 star rating with 19 reviews.
When is Advocate Fiduciary Services open?
Advocate Fiduciary Services is open now. It will close at 5:00 p.m.
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