Fiduciary Partners, Inc. Reviews (2)
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Fiduciary Partners, Inc. Rating
Address: 3913 W Prospect Ave Ste 201, Appleton, Wisconsin, United States, 54914-8797
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background-">To Whom It May Concern,
We are in receipt of a complaint filed by William A*** regarding our administration of an estate. I have talked with *** ***, our Estate & Trust Settlement Officer, about the estate. *** has decades of experience in the administration of trusts and estates, and is widely known in the industry as a trust officer with impeccable integrity and expertise in settling estates
*** has provided information to all beneficiaries of the estate in question. Through phone calls and written correspondence, all beneficiaries have been provided information about the estate's assets and the estate process. They have received a copy of the estate's Inventory, and been given answers to questions raised. She has met in person with Mr ***. We know of no open questions or ongoing concerns. All beneficiaries are always welcome to contact *** with any questions
Thank you
*** ** ***
President
Fiduciary Partners, Inc
WProspect AveSte
Appleton WI
***
*** *** ***
***
[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me.
Regards,
[redacted]