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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 |
Honest, transparent and always available to answer questions or address concerns. But most importantly, they are very good listeners and patient with their client's needs. It's an often overlooked and ignored quality of financial advisors. Truly understanding the clients' needs and customizing their financial models to provide a realistic picture - is their strong suit. Their quarterly newsletter is full of valuable information and foresight. They are also very willing and engaging to work with your other financial partners ... read more
I started working with team a couple of months ago and it has been so nice to have a trusted team paying attention to the financial performance of my portfolio. They have answered all of my questions and provided detailed insights for what to do next. I would absolutely recommend working with this team!
I started working with team a couple of months ago and it has been so nice to have a trusted team paying attention to the financial performance of my portfolio. They have answered all of my questions and provided detailed insights for what to do next. I would absolutely recommend working with this team!
FFG has been an excellent partner in helping us understand our finances and plan for the future. In particular for equity-based compensation (RSUs, options, etc.), their guidance has been clear on how to manage everything from offers, to selling, to tax strategies. Very responsive and catered to our specific needs, especially when planning different future scenarios for family planning, retirement, and risk management.
I have been working with FFG and in particular, Trevor Scotto, for a number of years and can honestly say, they are the best. I worked with several financial advisors in the past and continued to be frustrated with their inability to work with a investor who made it clear that their investment portfolio was as much about socially and environmentally focused choices as it was maximizing profits. Not only do I have conversations with Trevor and the FFG team on a regular basis, I know I can reach out to them at any time with a ... read more
Frequently asked questions about Fiduciary Financial Group
How is Fiduciary Financial Group rated?
Fiduciary Financial Group has a 5 star rating with 37 reviews.
When is Fiduciary Financial Group open?
Fiduciary Financial Group is closed now. It will open at 8:00 a.m.
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