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.
Professional Fiduciary California Fiduciaries Bureau Cindy Finerty – License 241 Ann Ochwat – License 1289 Landon Ochwat – License 1272
As a CPA, I've had the pleasure of working with the team at Finerty Fiduciary Services on multiple cases over a number of years now. They are extremely professional, prompt, personable, knowledgeable and great at what they do. I would recommend them highly for any fiduciary services!
"I highly recommend Finerty Fiduciary Services. Cindy and her team are terrific in assisting our clients in any fiduciary capacity. They work extremely well with other advisors, and are diligent, responsive, honest and always have the clients’ best interest in mind."
Kimberly T. Lee
Estate Planning Attorney
I have had a long and positive association with Ms. Cynthia Finerty, Professional Fiduciary. Cindy is a well prepared, extraordinarily conscientious fiduciary who works very hard and takes an active role in protecting the interests of her clients. Cindy can handle tough situations with both a firm resolve and a caring diplomacy that always puts the interests of her charge and client, first. I recommend Cindy Finerty as a professional fiduciary.
Martin & Bochnewich
Get in touch
Finerty Fiduciary Services
74900 US Hwy 111 Ste. 120
Indian Wells, CA 92210