Company Info: Dragomir Trust and Estate Services, an integral part of Dragomir Fiduciary Services Incorporated, is a privately owned Silicon Valley-San Francisco Bay Area based firm dedicated exclusively to providing Trust and Estate Administration Services. While we are a United States, California based Trust and Estate Services firm, we actively serve clients in several other US States such as Oregon, Washington, Nevada, Oklahoma, Texas and also internationally in Mexico and Guatemala, with past cases that involved trust matters in England, Germany, Norway and Greece.
Client Centered and Team Oriented Trust & Estate Professionals: We are committed to working in partnership & harmony with our clients and their team of advisers that often include Attorneys, Certified Financial Planners, Wealth Advisers, Insurance Agents, CPAs, Enrolled Agents, Care Managers, Bank Trust Officers and Other Professionals in order to preserve & protect client assets and also best serve the needs of clients, their children & beneficiaries of the respective Trusts or Estates, often involving multiple generations of clients.
Capacities served by our Licensed California Professional Fiduciaries and National Certified Guardians include:
Additional areas of knowledge & skill includes:
Please contact us to schedule a free consultation to determine how our team can help you:
Phone: (408) 978-8101 Mail: Dragomir Trust & Estate Services Office Address: Dragomir Trust & Estate Services
Fax: (408) 978-8044 Post Office Box 111387 901 Campisi Way, Suite 330
Email: firstname.lastname@example.org Campbell CA 95011-1387 Campbell CA 95008
NOTIFICATION TO CONSUMERS
Professional Fiduciaries are licensed and regulated
by the Professional Fiduciaries Bureau
Professional Fiduciaries Bureau Telephone: (916) 574-7340
Professional Fiduciaries Bureau Website: www.fiduciary.ca.gov
Legal Disclaimer: This company is not a Law or Tax Office and none of their firm's staff or members are Attorneys, CPAs or Enrolled Agents. Consequently no information contained on this page or provided by anyone from this firm is to be used or acted upon as legal or tax advice. Additionally this firm does not provide investment management services and only does so through the services of Licensed Outside Investment Managers, Certified Financial Planners, Registered Investment Advisers or other Licensed & Qualified Persons as directed by the client. Furthermore most fiduciary capacities in which members of this firm are asked to serve in will require that an Attorney be retained to represent them. Other professionals such as Certified Public Accountants, Enrolled Agents, Geriatric Care Managers, Doctors, Caregivers, Nurses and other professionals may need to be retained for the client's benefit on a case by case basis.