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Trust Matters

(on piedmont ave)
Financial Services in Oakland, CA
Financial Services
Lawyers and Law Firms

Location

4096 Piedmont Ave #559
Oakland, CA
94611

About

PRIVATE PROFESSIONAL FIDUCIARY SPECIALIZING IN TRUSTEE SERVICES As an independent trustee, Alan Statman often serves as Successor Trustee for living trusts, special needs trusts and testamentary trusts. Alan’s multi-disciplinary approach often involves attorneys, mental health professionals, case managers, financial advisors, and accountants. He relies on collaboration and excellent communication to address his client’s needs in a personalized way and build the trust’s long-term financial stability.

Information

Company name
Trust Matters
Category
Financial Services

FAQs

  • What is the phone number for Trust Matters in Oakland CA?
    You can reach them at: 510-868-8366. It’s best to call Trust Matters during business hours.
  • What is the address for Trust Matters on piedmont ave in Oakland?
    Trust Matters is located at this address: 4096 Piedmont Ave #559 Oakland, CA 94611.