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A Team Approach To Aging With Dignity

Our goal is to enable our clients to maintain their dignity and independence as long as possible. We design, implement, and monitor a personalized plan to meet the specific needs of each client, specializing in personal financial management, private trust administration, estate settlement, court appointed guardianship/conservatorship, power of attorney, and property management.
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We Meet Your Needs

Every client has unique needs, and CFS is dedicated to providing personalized solutions through the expertise of highly qualified professionals.
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Who We Are

Certified Fiduciary Services, Inc., locally owned and operated, has provided over 15 years of exceptional service to the residents of the Greater Phoenix area.
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What is a Fiduciary?

A Fiduciary is someone who accepts the responsibility of handling the personal and/or financial affairs or a client solely for the benefit of the client.
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I can summarize my experience with Certified Fiduciary Services in just a few words: Professional, caring and kind. I had experience with professional fiduciaries in my work as an attorney. I interviewed several professional fiduciaries … More

David Manch
2 months ago

I recommend CFS whole-heartedly. As an attorney, I have referred my clients and others in my personal circle to use CFS for any of their fiduciary needs, whether that be nominating CFS to serve as a fiduciary, or utilizing their assistance … More

Mark House
a year ago

I recommend CFS whole-heartedly. As an attorney, I have referred my clients and others in my personal circle to use CFS for any of their fiduciary needs, whether that be nominating CFS to serve as a fiduciary, or utilizing their assistance … More

Andrea O'Neill
a year ago

CFS does a fantastic job representing their client’s needs/estate. They are very careful to ensure they make the best decisions for the estate and work tirelessly to resolve all issues. They are very trustworthy and caring in all aspects of their fiduciary duties.

James & Amy Lombardi REALTOR
a year ago

Cypress Homecare Solutions loves working with the Kallie and her Team at Certified Fiduciary Services, as they are caring, compassionate, and go the extra mile for their clients. If you or a loved one are not sure where to turn when … More

Renee Rizzo
a year ago

Absolutely thrilled with CFS! The entire staff is educated, professional, honest and all around have a very good work ethic! I am extremely pleased with CFS, and cannot recommend them enough. If you’re looking for a service they provide look no further, they’re the best!

Isaac Valdez
a year ago

At CFS, client feedback plays a vital role in shaping the quality and effectiveness of our services. Each review provides valuable insight into the client experience, allowing us to continuously improve and adapt to meet individual needs. Our team takes pride in the positive relationships we’ve built, and we’re committed to transparency, accountability, and delivering exceptional support. Whether through testimonials, surveys, or direct feedback, client reviews help us ensure that our services remain responsive, respectful, and results-driven.

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Common Questions & Answers

Court Appointed Guardian/Conservator

A court-appointed duty to manage the affairs of a minor or someone who cannot manage their own affairs or minor. 

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Court Appointed Guardian/Conservator

Attorney-in-Fact

A person or firm that holds and administers property or assets for the benefit of a third party. 

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Attorney-in-Fact

Power of Attorney

A legal authorization that gives a designated person the power to act for someone else. 

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Power of Attorney

Trustee

A person or firm that holds and administers property or assets for the benefit of a third part. 

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Trustee

Contact Information

CERTIFIED FIDUCIARY SERVICES, INC. East Valley | West Valley
(623) 977-6310

Special Services

CFS extends their services to families and beneficiaries of clients who have passed away. The administration of an estate can be difficult during a time of grief or when family and friends live far away. CFS staff will administer the estate competently and in a timely manner by combining their knowledge of the probate system and range of experience.

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