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.

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.

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.

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.

Vida P.

I have been working with FFG and in particular, Trevor Scotto, for a number of years and can honestly say, they are the best. I worked with several financial advisors in the past and continued to be frustrated with their inability to work with a investor who made it clear that their investment portfolio was as much about socially and environmentally focused choices as it was maximizing profits. Not only do I have conversations with Trevor and the FFG team on a regular basis, I know I can reach out to them at any time with a question or a concern and they are on top of it immediately. In addition to providing great financial consulting, they are resource rich when it comes to needing other financial consulting. They helped me find a terrific mortgage broker who saved us thousands of dollars on a complicated refinance and a wonderful Estate Planning lawyer who guided us through a challenging planning process for a blended family. Finally, collaborating with Trevor has yielded a very strong return on investment. One simply can't go wrong with this group. They listen, they advise, they provide solid research, respond quickly, and give honest insight utilizing a variety of well established sources. They also patiently do all of the above and help you deal with the technology for self empowerment and understand the variety of investment possibilities. They make you feel you are their only client and not only one of a mass of investors.

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.

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!