Professional Fiduciary Advisors, Inc. in Pawtucket, Rhode Island

• Business name: Professional Fiduciary Advisors, Inc.
• Address:
• 372 Broadway
  Suite D
  Pawtucket, Rhode Island 02860
• Phone number: 401-728-8838
• Business hours:
• 9-5
• Year established: 2004
• Map:
• please wait while loading the map...
• Email address:
• Category: Financial
• Description:
• PROFESSIONAL FIDUCIARY ADVISORS, INC. Professional Fiduciary Advisors, Inc. is the only fiduciary firm in the State of Rhode Island that provides a full range of services to coordinate an individual’s financial, personal and residential needs. We serve our clients by providing fiduciary services including, personal and real property management, asset liquidation and conversion, managing finances, monitoring and coordinating care for clients in Rhode Island, Massachusetts and Connecticut. Serving as: *Trustee, alternate or successor trustee under Revocable and Irrevocable Trusts; *Attorney in fact under durable and limited power of attorney; *Guardian, conservator, executor, administrator, custodian and other court appointments *Representative payee Services: *Analyzing and monitoring income and expenses; protection against financial abuse/exploitation of vulnerable clients *Budgeting *Payment of bills, prepare deposits, and handling routine financial transactions *Visiting client and monitoring the wellbeing and physical surroundings *Examining routine financial transactions for reasonableness *Cash flow planning; General assistance with Public benefits such as Medicaid *Estate and gift tax planning *Provide updated financial reports to clients and/or family members *Maintenance arrangements for the home *Plan and prepare for emergencies and unexpected occurrences in addition to regularly coordinating the client’s care *Ensure thru the coordination of geriatric care planners, managers nurses and home makers, when appropriate, that the client’s needs and goals are being met *Visiting and reviewing logs and other evidence to confirm that the client’s needs are being met based on existing arrangements Individual-specific eldercare plan: *Assess needs of the individual client(s) *Customize a plan thru the use of appropriate agencies *Supervise and evaluate caregivers’ performance and coordinate thru the utilization of appropriate agencies and service providers Knowledge of… *Legal, Medicare, Medicaid, Social Security, mortgage alternatives and insurance issues *Assist in purchasing adequate insurance products necessary to protect the client and their estate including, when available, life insurance, disability insurance, long term care insurance and medical insurance supplements *Assessing health care insurance needs, including life, health insurance and home health care: among others *Assuring and monitoring the quality of services (based on client needs and desires) performed by referred professionals And Professional Fiduciary Advisors... *Communicates with and understands the elderly needs while meeting their individual goals *Understands and id professionally prepared to deal with changing mental and physical capabilities of our clients About PFA *Professional Fiduciary Advisors, Inc would like to let you know how we differentiate ourselves from other firms. Of course, we are affiliated with Connelly Law Offices which provides legal services to individuals, their families and businesses. But this is not what makes us different. *What makes us different from other law and financial service firms is that we take a proactive role in developing individual plans to meet our clients’ needs. Our goal is to improve and maintain the quality of the lives of our clients. Our Vision *To be a leader in the legal and financial services industry through innovation, vision, and continued learning by taking calculated risks, without ever compromising our integrity and maintaining the highest ethical standards. Our Mission *To be each client’s most trusted and effective fiduciary advisor. Our Core Values *Integrity *Highest ethical standards *Open, honest communication *Expect, demand, and provide more for our clients *Clients, partners and team members are our most valuable assets *Think ahead, plan for, and design strategies for clients well in advance *Be nimble with an ability to adapt quickly to client needs and desires Over twelve years experience in providing private legal and court appointed Fiduciary services to clients of all means and backgrounds *professional to professional referrals welcome *References furnished upon request 372 Broadway, Suite D Pawtucket, RI 02860 Telephone: (401) 728-8838; facsimile: (401) 724-3046 www.connellylaw.com
• Last update: 2009-05-13
• Visits: 2637

Add a profile of your own business - it's totally free. 40,000 businesses already created their profiles!

Pawtucket, RI forum