Supporting Seniors’ Financial Success and Continued Independence
As we mature, certain complexities often present new challenges. Are you finding that you need support in managing your finances or assets? Do your aging parents need someone locally who can be trusted to act in their best interests? Do you need an accurate court accounting to help with a trust dispute?
As the only CPA in the Inland Empire who specializes in working with seniors, our team is committed to helping each of our clients thrive by caring for their personal and financial wellbeing with genuine interest, well-established expertise, and a focus on respectful partnership.
“The Marcia Campbell team was responsive to our needs and questions. They were attentive to details, clear on instructions, and always willing to help with our financial concerns. Thank you!”
“I have known Marcia little over a year and very impressed by not only for her knowledge but the care she has for her clients. She has a true passion for working with seniors. I would highly recommend anyone to work with Marcia.”
“Marcia is a pleasant lady who is congenial and knowledgeable about her own field and those connected”
“Marcia has a huge heart and cares deeply for her clients. She is patient, sensitive, and understanding when her clients need her the most. She is a highly skilled and experienced accountant, who has provided accountings that have withstood the toughest scrutiny from difficult judges.”
I have been with Marcia since 2001. Her service and professionalism has always been top notch.
“Marcia & her staff make it a professional and yet friendly experience.”
“Entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
“Marcia Campbell CPA is an expert accountant for probate and trust matters. She and her team do excellent work and it has been my privilege to have her perform accounting on several matters. Her work product meets the complicated requirements of the probate court, it can be presented in court with confidence and all parties to the action find it reliable. It’s a pleasure to work with her and her team.”
“Very professional. Everyone treats you as a VIP and prompt to answer questions”
“Marcia has been someone I could count on to always perform impeccably and has been a tremendous asset to her clientele. She is a compassionate, highly detailed professional, who truly cares about senior clients.”
A private fiduciary is a person or institution who has the legal duty to act and manage your assets once you die or become incapacitated. While there are many different types of roles a professional trustee can play, they will … Read More