This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
SM2 Trust was founded by Shelley M. McConnell and Stephen P. Maguire to provide fiduciary services for clients on the Central Coast of California. A fiduciary, one to whom property or powers are entrusted for the exclusive benefit of another, is held to the highest legal and ethical standards of care and responsibility. A fiduciary can be entrusted with the obligation to manage financial assets, health care needs, quality-of-life considerations, and end-of-life decisions for individuals in need. We provide attentive personal... read more
567 Camino Mercado Suite F, Arroyo Grande, CA, 93420, 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 |
Shelley McConnell is at the highest level of professionalism. She has really helped me every time by answering all my questions about trusts and conservatorships . I am so glad I have her in m y corner.
SM2 Trust has a 5 star rating with 1 review.
SM2 Trust is closed now. It will open tomorrow at 9:00 a.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com