Fiduciary Financial Group
1101 Fifth Avenue, San Rafael, CA 94901
Location & Phone number
1101 Fifth Ave, San Rafael, CA 94901, United States
About the Business
Fiduciary Financial Group is a reputable finance institution located at 1101 Fifth Avenue in San Rafael, California, United States. As a trusted fiduciary, we prioritize the best interests of our clients by providing personalized financial planning and investment management services. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic decision-making. Trust Fiduciary Financial Group to guide you towards a secure financial future.
Photos
Hours open
Monday:
8:00 AM - 5:30 PM
Tuesday:
8:00 AM - 5:30 PM
Wednesday:
8:00 AM - 5:30 PM
Thursday:
8:00 AM - 5:30 PM
Friday:
8:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Trevor Scotto is a very proficient financial planner and is well versed in all aspects of planning and investing in the various financial markets in our turbulent times. The firm does its best in preserving my investments and in building them for the future."
"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!"
"As a young business owner, I was advised by my accountant to seek out financial planning services. I interviewed with a number of firms and am so happy that I found FFG and Trevor. FFG has been nothing but attentive, professional, and trustworthy throughout the process. It doesn't hurt that Trevor is also a CPA! I love that I get highly personalized advice and everyone on the team is exceptionally helpful. As I have worked with Trevor, he has been extremely responsive to any questions I might have and I believe his advice has helped me business grow significantly, plan for retirement, develop good tax strategies, and accomplish personal goals (like purchasing more property!). Thank you FFG!!"
"I starting working with Trevor Scotto for my financial, tax, and investment planning a while back and was blown away by his approach! Right from the start, it was clear he truly listened to me. I’ve always felt heard and understood. He takes the time to understand my financial goals, worries, and what I value most in life. His ability to explain complex financial concepts in simple terms is very helpful. I'm truly grateful for Trevor and his team’s guidance and would recommend him to anyone looking for proactive and comprehensive approach."
"Our relationship with FFG began in late 2020 as Shelly approached retirement. We interviewed a number of financial firms—both big and boutique—and quickly realized that we wanted to work with a smaller firm that would be a partner in our retirement journey. We spoke with Trevor at FFG during that interview process. When we asked Trevor why he chose his career path, he shared that his father had suffered financially during the 2008 downturn and he wanted to prevent other retirees from experiencing that stress. That story spoke volumes to us about the type of person that Trevor is and how he would work with us moving forward. We have been with FFG since 2021 and continue to be very pleased with our partnership. We value their responsiveness—they are always available when we have a question or concern. Equally as important to us is the sense of business camaraderie—knowing that Trevor is in our corner and will always offer thoughtful input as we navigate this retirement road."
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