Fiduciary Financial Group - San Rafael, California

Kuntal D.

Honest, transparent and always available to answer questions or address concerns. But most importantly, they are very good listeners and patient with their client's needs. It's an often overlooked and ignored quality of financial advisors. Truly understanding the clients' needs and customizing their financial models to provide a realistic picture - is their strong suit. Their quarterly newsletter is full of valuable information and foresight. They are also very willing and engaging to work with your other financial partners like a realtor, or mortgage broker. The cherry on top is their Tax services. It's so easy to get it all done in one place. You will not go wrong with FFG. It's a great peace of mind to know that my money is in safe hands with Trevor and team.

peggy L.

I got in on the ground floor with Fiduciary Financial Group in 2016 when I was referred to Richard Davey and subsequently, Trevor Scotto by my former financial advisor, and I have never looked back. It is one thing to possess all the necessary education and post-name initials that qualify you to do a job. But it is rare to find a high level of expertise that those degrees confer combined with character, honesty, professionalism, and integrity. Richard and Trevor are “hands on” and worked hard to understand my goals and my risk tolerance in developing a wealth management plan. They educate regularly, and they actually encourage questions and regular portfolio review. They are proactive, personable, accessible, and caring. They are there when you need them. They have now also assembled a “deep bench” of professionals who offer accounting services, tax planning and prep, as well as estate planning. They have done excellent work for me. I recommend them highly.

Keith T.

Fiduciary Financial Group offers an invaluable service. From the very beginning, working with them has been incredibly easy and convenient. They have a large team of knowledgeable professionals who always have the resources and information needed to address any questions or concerns.

What sets Fiduciary Financial Group apart is their proactive approach. They consistently reach out to perform account reviews, ensuring that my financial plans are always up-to-date and aligned with my goals. Their assistance with financial planning has been excellent, offering personalized recommendations that have significantly improved my financial health.

Recently, their expertise in tax harvesting and debt payment plans has been a game-changer for me. They provided clear, actionable strategies that have helped me maximize my tax savings and manage my debts more effectively.

Overall, Fiduciary Financial Group offers top-notch service, and I highly recommend them to anyone looking for comprehensive and proactive financial planning assistance.

Katie C.

Working with Fiduciary Financial Group has been a phenomenal experience! My husband and I have full confidence in Trevor, Ben and the team. Their attention to detail, professionalism and support have blown us away. I really appreciate them taking the time to understand our goals to make the best recommendations and support our family for the long term.

Gina B.

Fiduciary Financial Group has been a game-changer for my investments, especially my Roth IRA. As a high net worth investor, I appreciate their fiduciary focus, meaning they're legally bound to prioritize my needs. They don't push products for commissions, and their fees are transparent.

Their team's experience goes beyond investments, considering my entire financial picture, including taxes and estate planning. This holistic approach gives me a cohesive strategy for long-term growth. If you're looking for a trustworthy partner to navigate your investments, Fiduciary Financial Group is a great choice.

Sahil B.

FFG have been fantastic to work with. Trevor & team have had a thoughtful, considerate approach to driving our portfolio forward. They have strong relationships, are data driven, and have advised to our outlook / desires. They’ve also been very helpful in supporting our tax needs, providing guidance and suggestions. Reasonable fee structure, really good people, and great practice.

Adele S.

Retirement planning was a major concern for me until I started working with Trevor and FFG. His approach is very comprehensive while also covering tax planning and a focus on preserving my hard-earned savings.

Trevor displayed a deep understanding of the conservative financial strategies I preferred. He is always available when I call and he reaches out to me proactively multiple times a year, which I greatly appreciate.

I highly recommend Trevor and his team to anyone seeking financial guidance for their retirement years!

David B.

Trevor and his team at FFG have been extremely helpful in working with my family to manage our finances over the past year. In our introductory conversation, we set goals of what we would like to accomplish moving forward together and then discussed the fee structure in a transparent way. There was no pressure or pushiness to rush into a contractual agreement and (unlike other firms) their compensation isn't reliant on selling you specific financial products.

Trevor has a broad knowledge base and has helped me with everything from retirement planning to investment strategies to asset protection. I really appreciate that their team is able to explain complex financial situations in terms that I understand, and outline steps that are straightforward to complete. They are available whenever I need more information or have questions that need to be answered quickly. Most importantly, I feel that they are honest, trustworthy, and truly have my family's best interest in mind when weighing options.