Trust Services
Trust Services means establishing and administering trusts. The Financial Advisors below provide this as part of financial planning and wealth management, and each is reviewed by real clients on Sam's List — compare their experience and connect directly.
9 financial advisors. 31 client reviews. Used by 200,000+ business owners and high net worth individuals.
Browse related profiles
- Chris Gure — 17 reviews
- Anthony Syracuse, CFP® — 5 reviews
- Steven Evensen - Gerber Kawasaki Wealth & Investment Management — 3 reviews
- Steward — 3 reviews
- CAPTRUST — 1 review
- Ian Weiner, CFP®, CEPA® — 1 review
- Matt-Magee, CFP® — 1 review
- Fortress Financial Partners
- Inflection Point Wealth Management
What clients are saying
"Stellar. Team was great, delivered my plan a week ahead of schedule."
— Matthew Powers, 0.0 stars, for Steward"My experience has been excellent. They are knowledgeable, responsive, personable, and genuinely great to talk to. I feel very well supported and confi…"
— Edward Neuman, 5.0 stars, for Steven Evensen - Gerber Kawasaki Wealth & Investment Management"Captrust provides a great service with a high touch feel. They have gone above and beyond me and my family's expectations."
— Matthew, 5.0 stars, for CAPTRUST
Frequently asked questions
- What does trust services involve?
- Trust Services is establishing and administering trusts. The Financial Advisors on Sam's List offer it and are vetted through real client reviews, so you can compare experience before you commit.
- How do I find a financial advisor for trust services?
- Filter Sam's List to Financial Advisors offering trust services, compare verified client reviews and pricing, and contact them directly. No referral fees or commissions.