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900 Larkspur Landing Cir #240, #150, Larkspur, CA, 94939, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:30 p.m. | |
| Tue | 8:00 a.m. to 5:30 p.m. | |
| Wed | 8:00 a.m. to 5:30 p.m. | |
| Thu | 8:00 a.m. to 5:30 p.m. | |
| Fri | 8:00 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Working with Trevor Scotto has been an outstanding experience. He is incredibly personable, knowledgeable, and supported by a fantastic team. Trevor has done an exceptional job working with our adult children, educating them, guiding them, and helping them make confident financial decisions. He stays in consistent communication and always makes us feel supported. Trevor is smart, kind, and truly understands the market from a financial advisor’s perspective. We trust him completely and have referred him to friends and family ... read more
As a CFA charterholder, I approach wealth management and tax planning with a critical eye and a deep appreciation for technical rigor, fiduciary responsibility, and long-term thinking. In my experience, few advisors demonstrate the level of thoughtfulness, integrity, and strategic clarity that Trevor Scotto brings to his work at FFG. He takes a holistic view - combining personalized portfolio design with smart, forward-looking tax strategies. His ability to navigate the complexities of asset allocation, tax efficiency, and e... read more
Thank goodness we found Trevor and the team at Fiduciary Financial Group! Their immediate understanding of our situation and responsiveness at every stage of our transition to them have won our gratitude and loyalty completely. Just a couple of examples out of many possible: At our first “discovery” meeting (and we’d had others with other groups) Trevor won us over immediately with his wise suggestion that would transform one of our funds into a good one for our heirs. And, they even thank us for *our* patience while we pepp... read more
From the first time I called this financial group, the experience was seamless. I’ve spoken to a few others in the past, but felt like I couldn’t really trust anyone. Trevor helped me with everything I needed, offering honest, informative, and valuable advice. His professionalism and clear communication made the entire process easy and stress-free. Highly recommend!
Fiduciary Financial Group has a 5 star rating with 55 reviews.
Fiduciary Financial Group is closed now. It will open at 8:00 a.m.
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