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AD Fiduciary Inc.
- Elk Grove, CA
About this business
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 |
John DePiazza and his team at AD Fiduciary were wonderful to work with! Communication was never lacking and everything was handled with professionalism and in a timely manner. Highly recommend!
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.
Frequently asked questions about AD Fiduciary Inc.
How is AD Fiduciary Inc. rated?
AD Fiduciary Inc. has a 4.1 star rating with 18 reviews.
When is AD Fiduciary Inc. open?
AD Fiduciary Inc. is open now. It will close at 5:00 p.m.
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