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AD Fiduciary Inc.

4.1
  • Elk Grove, CA

About this business

Akel Fiduciary is a Trust and Estates Administration. We also specialize in business management and receivership, conservatorships and special needs trusts. 

Location details

2228 Longport Ct #100, Elk Grove, CA, 95758, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 12:00 p.m. 1:00 p.m. to 5:00 p.m.
Tue8:00 a.m. to 12:00 p.m. 1:00 p.m. to 5:00 p.m.
Wed8:00 a.m. to 12:00 p.m. 1:00 p.m. to 5:00 p.m.
Thu8:00 a.m. to 12:00 p.m. 1:00 p.m. to 5:00 p.m.
Fri8:00 a.m. to 12:00 p.m. 1:00 p.m. to 5:00 p.m.
SatClosed
SunClosed
4.117 reviews
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Jim Motta's profile image
Jim Motta 
4 months ago

AD Fiduciary My experience with John DePiazza and his team at AD Fiduciary has been excellent. As the trustee for my niece and grandnephew, I have entrusted ADF with managing their trust, which my sister and I established. Since May 2023, ADF has been responsible for paying their monthly bills and overseeing financial matters. Background: For 17 years, my niece (49) and grandnephew (22) relied entirely on my sister’s support without working. The trust includes a built-in matching wage incentive, which ADF has utilized eff... read more

Michael Moon's profile image
Michael Moon 
8 months ago

I am a Certified Financial Planner with 30 plus years experience. We started using AD Fiduciary's services about 2 years ago and have been very happy with their service. In addition to great service their fee structure is very fair and less expensive than what other professional fiduciaries typically charge. 5 star review. Michael Moon, CFP, CRPC 

Dianne Wierenga's profile image
Dianne Wierenga 
4 years ago

AD Fiduciary has been invaluable in serving as Trustee of my daughter's Special Needs Trust. John DePiazza is extraordinarily responsive and personable, and they have an excellent staff and other professional contacts to assure their clients' needs are met. 

Mark Hackard's profile image
Mark Hackard 
a year ago

AD Fiduciary provides excellent service - their office staff is always courteous and helpful. They're a dedicated group of professionals. 

Marriam Cole's profile image
Marriam Cole 
7 years ago

Our attorney recommended several fiduciaries for us to choose. We chose Dawn and her team of professionals. She took care of our mother during her final years with dignity. When our mother passed she managed our mother’s trust. As a daughter, I was thankful to have someone who worked as an advocate for our mother and administer her trust after her passing. 

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Frequently asked questions about AD Fiduciary Inc.

How is AD Fiduciary Inc. rated?

AD Fiduciary Inc. has a 4.1 star rating with 17 reviews. 

When is AD Fiduciary Inc. open?

AD Fiduciary Inc. is closed now. It will open at 8:00 a.m. 

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