Working with Fiduciary Financial Group has been a phenomenal experience! My husband and I have full confidence in Trevor, Ben and the team. Their attention to detail, professionalism and support have blown us away. I really appreciate them taking the time to understand our goals to make the best recommendations and support our family for the long term.

Trevor Scotto and the group at Fiduciary Financial have been amazing financial advisors and tax preparers. They are trustworthy and take time to listen and help with all your financial planning needs. Couldn’t recommend them more!

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.

The FFG team are such great advisors and partners to work with from everything to asset management to estate and tax planning. I’ve been with them for years and the level of service is beyond what any other firm has ever provided to me. Highly recommend FFG.

Fiduciary Financial Group has been a game-changer for my investments, especially my Roth IRA. As a high net worth investor, I appreciate their fiduciary focus, meaning they’re legally bound to prioritize my needs. They don’t push products for commissions, and their fees are transparent.

Their team’s experience goes beyond investments, considering my entire financial picture, including taxes and estate planning. This holistic approach gives me a cohesive strategy for long-term growth. If you’re looking for a trustworthy partner to navigate your investments, Fiduciary Financial Group is a great choice.

Fiduciary Financial Group offers an invaluable service. From the very beginning, working with them has been incredibly easy and convenient. They have a large team of knowledgeable professionals who always have the resources and information needed to address any questions or concerns.

What sets Fiduciary Financial Group apart is their proactive approach. They consistently reach out to perform account reviews, ensuring that my financial plans are always up-to-date and aligned with my goals. Their assistance with financial planning has been excellent, offering personalized recommendations that have significantly improved my financial health.

Recently, their expertise in tax harvesting and debt payment plans has been a game-changer for me. They provided clear, actionable strategies that have helped me maximize my tax savings and manage my debts more effectively.

Overall, Fiduciary Financial Group offers top-notch service, and I highly recommend them to anyone looking for comprehensive and proactive financial planning assistance.

Fiduciary Financial Group has been a real help and a trusted partner for us. Trevor walked us through various options for our situation and once we settled on a plan FFG helped with all the paper work making for a very smooth process. We have regular check-ins which prove very educational for me. Highly Recommend.

Partners and staff are friendly, personal, thoughtful, responsive, and diligent. We could not ask for more from a financial advisor!

Richard and team are absolutely fabulous fiduciaries with your money; I am a client of both their financial management and tax planning services. I had purposefully sought out these services to be “under one roof”, but additionally, I needed a company knowledgeable in equity grants – FFG ticked all the boxes! Not only have Richard and Shayne helped me navigate my life events and financial changes, but I know they are simple call or email away to answering my questions, ANY time of year. Such a warm, friendly, personable team all around – highly recommend.

In addition to their commitment to maintaining a fiduciary-responsible approach, I’m impressed by Richard, Trevor and their team’s attention to detail, responsiveness and professionalism. I sleep well knowing my account is in collectively qualified hands.