Okay, here’s a detailed description of Banks & Banks Fiduciary Services, presented in a formal and approachable style, suitable for someone seeking financial planning assistance:

Banks & Banks Fiduciary Services: A Trusted Partner for Your Financial Future

For individuals and families seeking comprehensive and reliable financial planning services, Banks & Banks Fiduciary Services stands out as a dedicated and experienced provider. Located in La Mesa, California, this firm offers personalized guidance to help clients achieve their long-term financial goals.

About the Firm:

Banks & Banks Fiduciary Services operates from its office at Address: 8270 La Mesa Blvd # 201, La Mesa, CA 91942, United States. They are committed to providing a high level of service and expertise to their clientele. Their core business revolves around acting as a fiduciary, meaning they are legally obligated to act in the best interests of their clients at all times. This is a crucial distinction and demonstrates their commitment to integrity and trust.

Key Contact Information:

Phone: 6196986789
Website: banksandbanks.com

Services and Specializations:

Banks & Banks specializes in financial planning, encompassing a wide range of services including:

Retirement Planning
Estate Planning
Investment Management
Tax Planning
Education Funding

Wheelchair-accessible entrance
Wheelchair-accessible parking lot
Wheelchair-accessible washroom
Washroom facilities

Appointments Recommended: Due to the personalized nature of their services, scheduling an appointment is strongly advised.

Here’s a brief summary of what clients have shared in their reviews:

| Aspect | Common Feedback |
|-----------------|-----------------------------------------------|
| Professionalism | Consistently praised for expertise and guidance |
| Communication | Clear and responsive communication |
| Personalized Service| Tailored strategies meeting individual needs |

Recommendation:

Individuals and families seeking a trustworthy and experienced financial planner should strongly consider Banks & Banks Fiduciary Services. Their commitment to fiduciary responsibility, combined with their accessible location and excellent client reviews, makes them a valuable partner in securing a prosperous financial future. We encourage you to visit their website at banksandbanks.com to learn more and schedule a consultation. Let Banks & Banks help you build a solid financial foundation.

👍 Reviews of Banks & Banks Fiduciary Services

Fred F.

5/5

I own Amada Senior Care in San Diego County and over our nearly eight years of business I have worked with many Fiduciaries who acted on behalf of our clients in common for financial matters. I am very impressed with what I have seen from Banks & Banks and Lincoln Banks in particular.
I one particular case he advocated for a client with the insurance company who held a Long Term Care policy. The language in the policy was very specific relative to what services it would pay for. The policy was several years old and the care options that exist today were not available when the policy was written. Lincoln Banks, after much effort, was able to convince the insurance company to allow the policy holder to use their benefits for services not specifically called out in the policy language.
I have dealt with hundreds of Long Term Care policies on behalf of clients and I, frankly, did not believe this was possible.
I would recommend Banks & Banks to anyone who is looking for Fiduciary services.

Evan N.

5/5

very good would reccoment