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Fiduciary Financial Group
- Investment Service
- Larkspur, CA
About this business
Location details
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 |
Finally Found the Right Financial Team After Years of Searching After going through the nightmare of managing our parents' estate as trustees, my spouse and I knew we needed to get our own financial house in order. We didn't want to put our daughter through what we went through. We'd worked with a couple of financial advisors before and honestly had some pretty bad experiences. So we were cautious but determined. When we met with Trevor Scotto at FFG Wealth, what stood out immediately to us was how they figure out your risk ... read more
FFG knows their subjects thoroughly (I speak as a former hedge fund analyst) and is laser focused on the long term financial health of clients in this era of big changes the world has not seen for many decades. Integrity is the most important quality in this business, and they certainly demonstrate that. Their attentiveness to the smallest details speaks to their client service orientation, which sets them apart from other advisors. Work with them.
They have taken care of my money so I have received a great return. I really appreciate the fact that when I call they know who I am and I haven’t been transferred to a new Advisor every six months like at prior places I have used. I feel that they listen to my objectives and take that into consideration when giving me advice.
FFG couples investment management with tax planning so you have a cohesive team working to maximize the effectiveness of your financial strategies. I highly recommend the FFG team; and will be directly recommending to friends and family as well.
I live in the Midwest and regularly follow financial advisor Terri Savage on WGN News. After taking her advice and using the resources she shared, I began my search for a true fiduciary—and that’s how I found Fiduciary Financial Group. Their philosophy and approach immediately aligned with my goals and values. Trusting someone with my financial future wasn’t easy at first, but choosing FFG has been one of the best decisions I’ve made. The entire team has been outstanding. They communicate clearly, keep me informed about mark... read more
Frequently asked questions about Fiduciary Financial Group
How is Fiduciary Financial Group rated?
Fiduciary Financial Group has a 5 star rating with 56 reviews.
When is Fiduciary Financial Group open?
Fiduciary Financial Group is open now. It will close at 5:30 p.m.
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