Jan Fiduciary Services

  • Financial & Estate Planning
1185 Broadway Avenue
Suite 2302
Seaside, CA 93955
(916) 708-9501
Hours:
Monday to Friday 9:00 AM to 5:00 PM

About Us

Jan Fiduciary Services handles Client Advocacy and financial Oversight along with Care Management assistance. When financial matters, healthcare decisions, and critical life choices require clarity… read more

  • About

    Jan Fiduciary Services handles Client Advocacy and financial Oversight along with Care Management assistance. When financial matters, healthcare decisions, and critical life choices require clarity and direction, we deliver dependable guidance, proactive advocacy, and accountable oversight.
    * Comprehensive Financial planning
    * Estate Coordination
    * Bill Paying
    * Assistance managing money
    * Issues with aging, health related challenges, disability, or memory loss
    * Increased care needs
    * Court appointed or private Services

  • Highlights

    • Trusted Fiduciary, Care Management & Advocacy
    • Who We Are: Power of Attorney / Trustee and Co-trustee / Care Management / Bill Pay & Financial Oversight

  • Whom to Contact

    • Rick Yates
      CFO and Administrator
      Phone: (916) 708-9501
      Cell Phone: (916) 708-9501
      Send an Email