Prudent Investors Specializing in asset management for both professional fiduciaries (trustees, guardians, and conservators) and households seeking diversified investment solutions.
National Care Advisors We are a national nurse consulting firm providing life care planning, quality of life assessment, cost analysis, benefits management and case management services.
21st Century Care Solutions We are a small intervention based Care Management and Fiduciary Services team located in the East Bay of the San Francisco Bay Area.
Academy of Special Needs Planners
Acuña Regli
Andrew De Vries, MBA
ARC – Alternative Resolution Centers
Aspiriant
Atticus, Inc
Brooksbank Fiduciary & Trust Accounting
Capital First Trust Company
CEB – Continuing Education of the Bar
Colvent Group
Continuity Care Home Nurses, Inc.
CPT Institute
East West Bank
Echo45 Advisors
Ernst & Young LLP
Exchange Bank
Fiduciary Real Estate Services
First Team/Lyon Real Estate Probate & Trust Division
Flying Angels
Geffen Real Estate
Hummingbird Project
Integrity Marketing Solutions
Intero Max and Amy de Vries Realtors
KJMLAW Partners, PLC
Legacy Enhancement Trust
Lynch Group of Oppenheimer & Co. Inc.
Mass Mutual – Special Care
Medivest Benefit Advisors, Inc.
Merrill Lynch
Michael J. Stephens, Corcoran – Global Living
Mobility Support Services
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
Professional Fiduciary Association of California (PFAC)
Prudent Investors
Sage Eldercare Solutions
Special Considerations
Rehabilitation Care Consultants
The American College of Financial Services
The Master Trust of California
The Million Dollar Solution
The Urbatsch Law Firm, P.C.
Traba Legal
True Link Financial
Trust Properties USA
Watson & Son
Wealthcounsel