WELCOME TO
Finerty Fiduciary Services, Inc.
Since 2005, Finerty Fiduciary Services has been serving the Coachella Valley as respected fiduciaries and trustees. We act as court-appointed Conservators, Guardians, and Trustees, as well as personal trustees and agents of Powers of Attorney. We are well-respected in trust and estate administration, including trusts with a variety of assets, such as stocks, bonds, insurance policies, raw land, leased land, real estate notes, commercial buildings, and various partnerships.
We work with government agencies, attorneys, doctors, financial advisors, accountants, insurance brokers, and real estate agents as well as directly with family members to make sure you or your loved one’s assets are always represented with integrity. We always work with the best interests of our clients in mind and are committed to serving you with the highest level of professional knowledge and ethics.
LEARN MORECertifications & Licenses
Professional Fiduciary
California Fiduciaries Bureau
Cindy Finerty – License 241
Ann Ochwat – License 1289
Landon Ochwat – License 1272