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We are here to be of service to you and your family. We provide personalized trust and estate administration services to individuals and families. For those clients who choose us as a trustee, we also offer power of attorney services that include financial and health care management decision making.
1399 Ygnacio Valley Rd #25, Walnut Creek, CA, 94598, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Response to Karen Fisher’s critique of my original review: My review is factual to our family situation. You have received emails from an email address that you refuse to answer or give complete answers too. My review wasn’t “I” didn’t get answers it was about your work ethics and refusal to respond to emails to family with answers. Seems your emotional response to me about general statements about a family’s situation dealing with you once again just reinforces how unprofessional you are. I stand by all my emails about Bish... read more
Karen began working with my family and me in 2013. My father chose Karen as a fiduciary. He spent his professional career in investments, money management and had acted in a fiduciary capacity during the course of his lifetime. Karen is adept and experienced in her profession and is also a very approachable person, as other professionals are not. Over the years I have sought Karen's advice and she has always made herself available to me. She has been tremendously helpful with a close family member's special needs, and with h... read more
Karen Fisher was the most disappointing choice we made for my mother’s conservatorship. I cannot recommend her or her service to anyone. Do yourself and your loved ones a favor and look elsewhere.
The Karen that runs this business is quite literally who she is as a person. Terrible company, don't use their services or work here either.
If giving a zero star review was possible, I would give it that. This company does not fairly treat their employees and the work environment is atrocious. Bishop Fiduciary is unable to care for their workers, going as far as unpaying them for their labors, which is literally illegal. The Boss does not care about anyone but herself and should close down the business as soon as possible. There is nothing great about their subpar services or the way they treat people there. People who work their are miserable and they way they ... read more
Bishop Fiduciary Services, Ltd. has a 1.8 star rating with 5 reviews.
Bishop Fiduciary Services, Ltd. is closed now. It will open on Monday at 9:00 a.m.
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