EVFS was recommended by the attorney who revised my mother's estate plan in 2017. Written into both her will and trust, she and I googled the company name after she signed her documents. At that time, there were several people with complaints and outstanding issues with the firm, and mom became concerned. We wrote an addendum to the will at her request. Since she passed, however, East Valley Fiduciary services has served as mom's Trustee and done a fine job. Their staff has been communicative, courteous, prompt and professional in every way, and I trust Mike Bogle to help us wrap up her estate and close this chapter in our lives. In short, EVFS is a very good fiduciary. I've served as executor twice now, and appreciate the challenges that must come with the duties of a professional fiduciary. Family discord, client incapacity and heightened emotions are woven into the aging/caregiving/hospice and executor experience - at a time when all decisions are inherently financial. EVFS services include preventing pitfalls and helping families manage finances as they prepare for end of life. I recommend Mike Bogle and East Valley Fiduciary Services while making estate plans and to families out of state who need help managing the care/loss of a loved one. They are handling the elements of estate management that pose the biggest challenge to me, and I'd rely on their expertise again. Thank you Theresa and Mike! read more

Mike Bogle didn't listen to our goals and directives. He invested into risky projects evading our risk tolerance, as my husband is disabled and will not earn more money. This firm cannot even find account numbers for investments of $50,000 and the like. We have over $100,000, possibly $300,000 or more investments that cannot be found as he hasn't got the account numbers. Have you heard of Bernie Madoff??? RUN! read more

My mother is in an assisted living community. This company called me and I thought it was a scammer. They called my brother and asked for me. I talked to them and they told me that someone has to be her legal medical guardian and it is me. They said she has severe dementia and giving away all her money and they were getting several calls about it. Posing as an official State or Government service and getting my family upset just to get me to hire them. The may be a legitimate company but they use underhanded tactics and lie to get customers and that is disgraceful. I will never do business with them. read more

it has been years since my father used their services. they did waste alot of my father's money. so did their lawyers. so did my father's court appointed lawyer. if family is involved, they care more about your loved one. if family is not involved, they care a little bit less. one big thing is their fee. just like a lawyer, they charge by the hour. just like a lawyer, they break up the hour into 6 minute chunks. just like a lawyer, they don't tell you in advance what their 6 minute chunks are composed of. in the case of east valley fiduciary, they charge 6 minutes to receive each envelop. they charge 6 minutes to open the envelop. they charge 6 minutes to read each contents. they charge 6 minutes to approve each invoice. they charge 6 minutes to send the bill to the person who writes the check. they charge 6 minutes to write the check. they charge 6 minutes to stuff the check into the remittance envelop. they charge 6 minutes to bring the envelop to the mailroom. etc etc etc. processing each bill takes at least an hour. if their hourly rate is $200 per hour, that is $200. you take 10 bills per month, $2000 per month. before you hire ANY FIDUCIARY, you had better understand exactly what they are charging you for. you better ask alot of questions. when i met my father's fiduciary representative after my father signed the papers many many months earlier, i had about 10 pages of questions. never in my wildest dreams did i think of asking the above. the shame of it all is that they tell you they charge you in 6 minute increments but they don't tell you what that means. if you still don't get it, re-read the paragragh about the 6 minute chunks and look at how many envelops your loved one currently gets. lets see - 1 envelop for the nursing home, 1 for the electric bill, 1 for the cell phone bill, 1 for the house phone bill, 1 for the gas bill, 5 for credit cards (maybe more maybe less), 1 for the mortgage payment. if the courts are involved, they have to prove their charges are REASONABLE. i am not convinced that they review the bills that carefully. i could be totally wrong but who knows. all i know is i don't think it is REASONABLE to be charged $2000 per month to process 10 envelops. AND MAKE SURE YOU UNDERSTAND THAT THIS IS ONLY ONE FACET OF THEIR BILL!!!!!! read more

Update: I have not escaped their egregious ways yet. I happened to check what my credit score is last week. In my entire past, I have never received any collection notices or had any financial problems. My credit score was over 870 before them. I had credit cards with huge credit limits. I bought my $300,000 home for cash and now they are looking to have it sold. I haven't seen it in 3 years. Unfortunately, and to my great dismay, my credit score is now 603 which is poor. I am 68 and now have to try to build up some credit somehow. I have a modest income from social security and widow benefits. THIS IS WHAT THEY ARE CAPABLE OF. This is the truth and if you get involved with them, you can expect what has happened to other victims too. These negative reviews are the truth. I talk to these people and it is the same M.O. they used on us all. I hope you heed my warning people. I would hate to see them ruin one more life. Beware of predatory fiduciaries. Research any company before signing on. Unfortunately, I wasn't able to do that due to a big trauma I experienced months before they got to me. This is what you can expect from these thieves and liars: 1. They use their own psychiatrists to do an evaluation. The evaluations are nothing but lies. 2. They petition the court to deem you incapacitated when we are far from it based on the doctors' bogus evaluations. 3. They cancel all your credit cards and they won't give you any cash. 4 They deposit an "allowance" in a bank that you have no access to. 5. They order a guardian to help the ward (yeah right). 6. They leave you with no money to hire an attorney to sue them. There is no attempt to find a less restrictive environment to help the ward. After 3 years of being locked up in facilities, I am going to a beautiful assisted living place, even though I need no assistance, it is better than the house of horrors I am in now. Please heed my warnings. I think the reason they are finally not sticking me in these inappropriate facilities is now I have brought light to their true unscrupulous practices. They are being uncovered. People are coming forward thank God. I invite you to write a review if you have experienced any nightmares that I have shared with you. I wish you the best. For any other victims out there, I will pray for you. read more

I do not put much into reviews but Cindy B. hit the nail right on the head. Please, if you want to keep your money run from these crooks. They put the pressure on me to sign with them although they knew I was destroyed emotionally from my son stealing a lot of money from me. I was certainly suffering bigtime. Mike came to my home a couple of times a week and used scare tactics to get me to sign over my life. After a week or so of coming to my home I caved and thus started the nightmare. They were supposed to pay my bills and the first month I started receiving emails from companies that were never paid. One was for my medical device similar to Life Alert. By the way I was blamed by my guardian. She said it was my fault because I had set up automatic payments prior to them taking over? What the heck does that have to do with it and also if they were automatic payments they should have gone out. This lasted two months. They all lie. This is Mike Bogle's M.O: He puts his clients into assisted living and in my case he had me take psychiatric tests and because of his evilness and lies, I was deemed incapacitated by the courts. The reports were from psychiatrist whom I had never had any type of treatment from them in the past. They evaluated me when I was in "trauma" mode. I felt as if my son had died because he stopped taking my calls and I was the victim not the perpetrator. I had never been in worse shock than I was concerning my son. How can their evaluations been done before the theft, I would have NEVER failed any test. I did have one doctor that evaluated me and she told me I passed the test and that I needed very minimal help. A week later I read her report and it was horrible! She somehow changed her mind??? She even said on her report that I did better on the test in 2019 than I did in 2018. I telephoned her to ask what happened and she said she had gone over my past history and changed her mind. She sounded guilty and told me she would do anything for me if I needed help. Well my past history showed nothing because I did better in 2019! By the way my psychiatrist at the time was not asked to do a report because in the 3 years (I am bipolar) I went to him for meds and I had no problems whatsoever. We used to chat for a bit and then he would write the script for my meds. I was fine. The bad reviews are warranted. He is a crook. If you doubt my review all you have to do is Google him. You will thank me. dd read more

EVFS was court appointed to be my conservator, fought them and my conservatorship was terminated after 13 months. As my conservator they failed to pay my bills, never filed a budget or basis of compensation with the Court and filed false and misleading information to the Court. They engaged in double billing, excessive fees, wire fraud, perjury and allowed more that $396,000 in fees to be charged a 13 month timeframe. While charging me ridiculous rates at I went without food because they refused to put money on a debit card they controlled. Yesterday, the Arizona Supreme Court Licensing Board ordered that EVFS and Mike Bogle be censured, put on probation and audits be performed on current and past clients. This is the most severe punishment available to the Board short of revoking their license. However, there are 2 more complaints pending against EVFS that I hope will cause the revocation of their license. I filed my complaint more than 2 years ago and have been praying for this day. This is the second time EVFS has been censured and put on probation. This company puts their financial interest ahead of the interest of their clients, they should not be trusted. If you have had a bad experience with EVFS, please file a complaint. Message me via Yelp and I will send you information on how to file a complaint. They are stealing from the elderly and putting them in retirement homes then keeping friends and family from visiting to assist them. Avoid them at all costs they will lie, file false and misleading information, to the Court, to accomplish their goals of exploitation of vulnerable adults. Everything I have stated can be supported with Court documents and the investigative report from the Fiduciary Board. If you have had a bad experience with another fiduciary please contact me and I will do my best to help you as well. It is critical that corrupt fiduciaries be stopped. Thanks and good luck read more

My Aunt was in her 90's and still living in her home in Arizona. Her husband had passed away 5 years earlier and they had no children. My brother and I were her only living relatives. When she became ill, I went to Arizona to get her to the doctor etc. She was diagnosed with Stage 4 lung cancer. I continued to pay her bills and take care of her. When she passed away, we learned that she had a lawyer from her neighborhood write her will. He had her appoint East Valley as my brother and I were her only living relatives and we both live in a different state. When we found the will and learned of East Valley we immediately called them. Mike Bogle and one other person came to the house. We had all the paperwork we thought they needed ready for them and Mike went on and on about how easy this would be since my brother and I were in agreement on everything. We were told they were responsible for everything. They changed the locks and forwarded her mail to their offices and we were basically told to wait. It seemed strange since we had been taking care of everything for her before but Mike explained that it was standard procedure to protect the clients' assets and often beneficiaries didn't agree and they had things to resolve between them. That made sense and we thought we were in good hands. NOT!!! I could write a book but here are some of the important points: - Not ONCE did EVFS initiate conversation with us to let us know what was happening. Months would go by and when we finally emailed or called them, we learned nothing had been done since our last conversation. They always acted surprised to hear from us. I really mean NOT ONCE did they call or inform us by email what was going on. It was unbelievable. NOT ONCE. - They neglected to notify Social Security of her death so that her monthly check continued to be auto deposited into her account. They didn't even realize this was happening until a year later when they got a letter from SS and their lawyer sent us a letter (costing us more money as they billed out at $200+ per hour for the writing of the letter!) I had to work with the bank to figure out how much SS should claim and then the account was overdrawn. It took months of emails and calls on my part to get this problem solved. - They didn't cancel trash pick up or cable right away so charges accrued. - The person who was in charge of our account left the firm and no one even told us. We found out because our emails to him bounced back eventually. - It took almost 2 years to settle what we were told would be an easy job. We tried to be patient but like I said, they would tell us they would do something within a couple weeks or month. We would kind of forget about is and sit back. Finally, we would call or email (which we paid for their time every time we did that) and find out nothing had been done. - We were told the estate taxes were completed. When we followed up months later, we were told that the estate couldn't be settled because the estate taxes had yet to be completed and they didn't know the cost for it so we had to wait AGAIN. - Truthfully, I am still not sure that all of her bills were paid. The lack of organization and attention to details was frightenting. My Aunt would have been horrified to learn how much of her hard earned money they took for their services. I know she didn't fully understand what she was doing when she appointed them through the neighborhood lawyer. That is a different issue and not EVFS fault. They were nice people but I don't know that I ever received such poor service and non-existent communication from any group of professionals. Much less ones that were being paid over $10,000 for their services. Cindy Anderson read more

I highly recommend this company. My mother , in her 90's, had to sell her home and move into assisted living. Predatory family members became a problem. Mom agreed to a fiduciary. I cannot speak highly enough of Andrew and Mike. Their focus is on getting things done and protecting the interests of my mother. Their knowledge of services is extensive. These guys rock. read more

Until I needed one, I didn't know state licensed fiduciary services existed. I was referred to Mike Bogle of East Valley Fiduciary Services by a relative who had worked in social services in AZ. Living in CA and trying to deal with the challenges of a very difficult-to-handle mentally and physically disabled relative in Mesa became overwhelming when she had a heart attack and several strokes. This 60-yr-old relative was deeply in debt, unable to handle day-to-day life, fiercely angry and challenging when a variety of people attempted to help her. With this relative hospitalized and her apartment in the middle of eviction, my daughter and I flew out to Mesa and spent a week trying to get her finances in order and clearing out her apt. (piles and piles of paperwork, some stacked nearly to the ceiling, boxes of unopened mail, arranging for furniture and possessions to be quickly moved into storage, etc.). It was a nightmare! In the midst of this chaos came Mike Bogle to the rescue. He came to the apartment, sat down in the midst of this mess and presented us with many options for working through this situation. He knows of available resources and how to access them, he took over the finances and located accounts and insurance policies we had no knowledge of, he facilitated her move to assisted living, he took charge of her car and stored it for us, and most helpful of all... he rushed in his off hours to a storage place and personally resolved a tough situation caused by another relative. Mike promptly kept relatives in three states informed through email & phone of all that was going on as he worked with my relative. He has continued to be responsive to our questions, even though his work with my disabled relative has ended. He and his company are a valuable resource in working through some of the most difficult situations any of us will ever face. read more

I don't know how long East Valley Fiduciary Services is going to be in business.... Their representative, one Mike Bogle has in effect STOLEN 30,000. from me... I had a simple one-year contract at six percent interest. No contingencies... Both Mr. Bogle and East Valley Fiduciary Services have been contacted about this over-due payment. NO ANSWER from either one... Are you or your loved ones Really Safe, if they will ignore a legal note? Do you Really know what is happening to your money or the money of the person they are taking care of? Is This Really the sort of place you want to be dealing with? read more

If your relative is in Arizona, fine use this service. My husband was living in the state of Georgia, and this guy was appointed by his ex-wife in Arizona even though it was inappropriate,. Beware of all private fiduciaries and the probate court in Maricopa. If an ex wife who is remarried can get this appointment in AZ when we live in Georgia, then we are all in trouble. Oh, I wasn't given guardian over my sick husband " to avoid conflict" with the ex wife who was found guilty of social security fraud! The system is broken in AZ ! read more