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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 |
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 My experience with John and his team has been good to excellent. I’m the trustee for my niece and grandnephew. Their trust was set up by my sister. 1) ADF has been paying all the monthly bills for my 48-year-old niece and 21-year-old son since January 2023. Background: These two had lived of my sister for 17 years without working. The trust and ADF have encouraged my niece to turn her life around. 2) The hardest ADF assignment was to get my niece working after being unemployed for 17 years. John DePiazza an... read more
AD Fiduciary provides excellent service - their office staff is always courteous and helpful. They're a dedicated group of professionals.
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.
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 star rating with 16 reviews.
When is AD Fiduciary Inc. open?
AD Fiduciary Inc. is open now. It will close at 12:00 p.m.
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