Certified Fiduciary Services, Inc.

isaac valdez 

on Google

a year ago

Absolutely thrilled with CFS! The entire staff is educated, professional, honest and all around have a very good work ethic! I am extremely pleased with CFS, and cannot recommend them enough. If you’re looking for a service they provide look no further, they’re the best! 

Renee Rizzo 

on Google

a year ago

Cypress Homecare Solutions loves working with the Kallie and her Team at Certified Fiduciary Services, as they are caring, compassionate, and go the extra mile for there clients. If you or a loved one are not sure where to turn when making the right financial decisions, then I would recommend you reach out to an advisor at Certified Fiduciary Solutions to put your mind at ease. 

Andrea O'Neill 

on Google

a year ago

I recommend CFS whole-heartedly. As an attorney, I have referred my clients and others in my personal circle to use CFS for any of their fiduciary needs, whether that be nominating CFS to serve as a fiduciary, or utlizing their assistance for other fiduciary services. The entire team at CFS is extremely competent, organized, personable and caring. It is evident to me that they do their best on all matters. I wish our community had 10 more of them. 

Wally Wal 

on Google

a year ago

I have worked with this company for a number of years. They are efficient and most importantly, caring to a fault. I highly recommend them for this most important service and you will not be disappointed. 

Mark House 

on Google

a year ago

I have been working with CFS for years in a professional context. They provide the highest quality service and charge reasonably. They have extremely knowledgeable fiduciaries on staff. Keep in mind when you read negative reviews that CFS handles many cases in highly contentious situations where some family member is always going to be unhappy. I can state as a professional in the industry that I refer work to CFS on a regular basis due to the quality and efficiency of their work.