This profile has been claimed by the business owner or representative.
AD Fiduciary Inc.
- 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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 12:00 p.m. 1:00 p.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 12:00 p.m. 1:00 p.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 12:00 p.m. 1:00 p.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 12:00 p.m. 1:00 p.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 12:00 p.m. 1:00 p.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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
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
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.
AD Fiduciary provides excellent service - their office staff is always courteous and helpful. They're a dedicated group of professionals.
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.
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 open now. It will close at 12:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com