Success Stories From Our Clients
At Sierra Fiduciary Services, LLC, we take immense pride in the successful outcomes we achieve for our clients. Here, we showcase some of these remarkable fiduciary success stories that highlight our dedication, expertise, and the positive impact we've made in the lives of those we serve.
When my father passed, settling the estate could have been very complex for me and my sister. We both live a significant distance from where my father lived and we had very little knowledge of the resources in the area. We also lacked knowledge as to how to go about settling the estate, finding a realtor, filing paperwork, and so much more.
Matt is genuinely fantastic! Matt took care of, and managed so many things that neither my sister nor I would have been able to manage without a great deal of effort. Matt managed everything from insurance issues, to account distributions, the estate sale, property sales, and so much more.
As my wife and I search for a fiduciary in our area to work with our children when the time comes that we pass, I genuinely feel we will be fortunate if we locate someone that is nearly as professional, dedicated, and easy to work with as Matt has been. If you are looking for a fiduciary in the Penn Valley, Grass Valley, Nevada City area, you could do no better than to go with Sierra Fiduciary.
Matt did an excellent job as conservator for my uncle, who was in a care facility for many years. Matt was proactive in communicating with us and provided us with organized documentation needed for tax purposes. He is both caring and pragmatic, which are important character traits for a fiduciary. Matt handled my uncle’s care, and communicated with us, honestly and fairly. I appreciate his dedication and attention to detail.
Mr. Quentmeyer embraced a messy and complicated Trust with many problems and made sense of it with fairness to all. His patience with people and accuracy with details is remarkable. Clearly, Matthew has deep knowledge of his field, but presents that acumen with modesty and a certain quiet authority that puts people at ease. If you need fiduciary services, Matthew Quentmeyer and his Sierra Fiduciary Services Team are the trustworthy choice.
From my first encounter with Matt I found him totally engaged in my issues and he fully answered all my questions. After appointing him my trust fiduciary he followed up with me annually asking for any changes to my personal or trust situations. The only reason for my disengagement was moving to another state in which he was not licensed for service. I highly recommend him to anyone seeking fiduciary help.
I am a long time decorated Honorably Discharged U.S.N. personal. I asked if I could have someone replace the military for me and do the things I always had given to me like, have food for me to eat, clothes for me to wear, transportation for me to get to locations I need to be at, ect.
I was given one after another, all jokes, till Matt , Janelle, and son , Jeff accepted the challenge of me being there client.
To tell you the truth, I have no idea how they do it but they do. I have been in the Military most my life( Sea Cadets) USN Temp Retired, Retired and belong to many Military clubs to present. The accomplishments I take part in to this day is only because of that loving family that knows how to do what they do. Thank you Quintmeyer family.
Matt was very responsive and kept us informed though out the entire process. If you are looking for a knowledgeable, professional fiduciary, I highly recommend him!