Shielding the Financial Future of Individuals with Disabilities

Shielding the Financial Future of Individuals with Disabilities

Testimonials

"The Guardian Pooled Trust and its employees are fantastic! They are quick on processing payment requests, courteous and responsive to phone calls, and always get back to you with answers to all of my many and varied questions."
- Robert M. Morgan
Attorney, Jacksonville, FL
"Outstanding job, very kind, very prompt, very professional…all around a wonderful experience"
- John S.
Beneficiary
"Establishing a pooled trust has benefitted many of our clients. It allows our nursing home residents to be able to pay for companion services, purchase music and books, pay for taxes and insurance on their homestead, and many other items that enhance their quality of life. We have worked with the staff of Guardian Pooled Trust for most of these clients and have been rewarded with excellent service and immediate attention."
- Judy W.
Elder Care Coordinator
"I have worked with the Guardian Trust for several years and they only get better. Staff members are so professional and so knowledgeable. Their response time is great and I feel very confident investing clients’ funds in their pooled trust. I would highly recommend the Guardian Pooled Trust to anyone looking for a pooled trust."
- Julie M. Goddard
Professional Guardian
"You have been wonderful to my sister and family. I appreciate your prompt response to our questions, as well as taking care of all the details involved in transferring her trust account from another trust company. This Thanksgiving I will be thinking of both of you when remembering all the people for whom I am thankful."
- Anne K.
Beneficiary's Family
"I have such high regard for all of you there who help all of us so very much."
- Gretchen-Elizabeth
Attorney, Plant City, FL
"I have been very happy working with the Guardian Pooled Trust group. Their employees are always personable, helpful and responsive. It is a pleasure working with them and I wouldn't hesitate to recommend the Guardian Pooled Trust to others."
- Elizabeth Lyon-Hall
Professional Guardian
"The quality of service from the staff at Guardian Trust has been terrific. Everyone is professional and efficient, which makes our jobs as guardians and case managers so much easier."
- Suzanne Wernicke
President, GPS Care Management
"As a Professional Guardian with a busy practice, I feel it is important to work with vendors who are efficient, professional, knowledgeable, and easily accessible. Guardian Trust does all of this.

The emailed proof of payments, telephone calls for clarification, knowledgable staff and attorneys, and the peace of mind knowing this group truly knows what it is doing - That works for me!"
- Rebecca Fierle
Professional Guardian
"My clients have been very happy with the responsiveness of your office and the ease in requesting payments."
- E. Clayton Harland, II
Attorney, Jacksonville, FL
"I would highly recommend the Guardian Trust to anyone seeking their services. I have worked with them for many years and find their professionalism, attention to detail, and quick response very refreshing in a time when customer service is lacking. It is truly a pleasant experience!"
- Peggy DeVivo
Certified National Guardian, Winter Haven, FL
"My husband and I have been so impressed with your informational emails, service when needed and all the information we have gained from you. Every time we need to either get information or need to have a service performed you are always prompt, courteous and knowledgeable."
- Ray and Sherryl M.
Beneficiary’s Family
"The Guardian Pooled Trust has helped me accomplish goals for my wards and clients. What I believe truly makes the difference is your staff and their attention to details. I can't ever remember a time when I haven't been able to get my questions answered in a timely fashion.

Keep up the great work!"
- Bruce Wallace
Professional Guardian
"In the "manual of life," I don't recall reading about having to be in charge of one's parent's financial life. But so it is and you and your company make things very easy. Thanks again."
- David A.
Beneficiary’s Family