Testimonials reflect genuine experiences of our clients. No incentives were provided.

  • Take the guesswork and headache out of taxes and make things easy! Pairing them with your investment strategy allows you to be in a prime position every year. They really care about your success and care about you and your family’s future.

    T Sco

    San Rafael, CA

  • Excellent customer service by knowledgeable professionals.

    Paula L

    Boise, ID

  • I hardly know where to start with this review. Honestly, I’d give Trevor and the whole team at FFG 10 stars out of five.

    Last year, I went through a divorce, and for the first time in 30 years, I had to learn to manage my own money, something my husband had always taken care of. I quickly realized what a mistake I had made in not keeping my knowledge in the financial arena up to date. As I tried to navigate my way through bank accounts, the stock market, IRA’s and pensions, one thing became quite clear: I wanted someone to help guide me. Not to take over completely, but to give me advice and be a resource I could come to with my multitude of questions.

    I was lucky enough to get Trevor’s name from someone who was already working with him. I was surprised how quickly I felt comfortable with him. There was never any pressure to sign on, simply a wealth of knowledge and experience that he was happy to share.

    He introduced me to the other members of the FFG family, and I was delighted to learn that I could turn to them for help with taxes and legal issues (such as forming a new trust and updating my will and AHCD). They are a most comprehensive group!

    I must say though, my favorite part of working with FFG has been having Trevor as my financial advisor. From the start, he made me feel right at home, always ready to patiently answer any question. Even if I text him on a weekend, and tell him there’s no need to get back to me before Monday, before the hour is up, he has reached out with a text or call. He’s an excellent mentor for me, willing to share as much as I want to know about the stock market and other financial concerns, without overloading me with more esoteric details, unless I ask for them. He even had his team sort out a complicated brokerage account issue for my ex-husband and myself, as well as filing our joint tax return at no additional expense.

    Truly, throughout what has been a quite trying year for me, Trevor and the whole family at FFG have been a welcome reassuring place to turn. Choosing FFG remains one of the best decisions I’ve made in a long while. I would happily recommend them to friends and family alike.

    Arden T

    San Rafael, CA

  • So glad we found FFG to take care of our financial strategy and taxes. It is reassuring that FFG is looking after us, allowing more time for us to focus on our retirement activities!

    Tom S

    Boise, ID

  • I would like to say a very heartfelt thank you to Richard, Trevor, and the entire team at the Boise office. They truly are a fiduciary. They always put my interest first. They are guiding my happy retirement with care and precision.

    Ron B

    Boise, ID

  • Love working with these guys.
    I’ve left comment here before, but now in 2024, FFG are still the people I share with my friends and family as THE people to work with. That’s the highest form of compliment that I can give.

    Steve M

    San Rafael, CA

  • 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!

    Shawna T

    San Rafael, CA

  • 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 question or a concern and they are on top of it immediately. In addition to providing great financial consulting, they are resource rich when it comes to needing other financial consulting. They helped me find a terrific mortgage broker who saved us thousands of dollars on a complicated refinance and a wonderful Estate Planning lawyer who guided us through a challenging planning process for a blended family. Finally, collaborating with Trevor has yielded a very strong return on investment. One simply can’t go wrong with this group. They listen, they advise, they provide solid research, respond quickly, and give honest insight utilizing a variety of well established sources. They also patiently do all of the above and help you deal with the technology for self empowerment and understand the variety of investment possibilities. They make you feel you are their only client and not only one of a mass of investors.

    Vida P

    San Rafael, CA

  • I got in on the ground floor with Fiduciary Financial Group in 2016 when I was referred to Richard Davey and subsequently, Trevor Scotto by my former financial advisor, and I have never looked back. It is one thing to possess all the necessary education and post-name initials that qualify you to do a job. But it is rare to find a high level of expertise that those degrees confer combined with character, honesty, professionalism, and integrity. Richard and Trevor are “hands on” and worked hard to understand my goals and my risk tolerance in developing a wealth management plan. They educate regularly, and they actually encourage questions and regular portfolio review. They are proactive, personable, accessible, and caring. They are there when you need them. They have now also assembled a “deep bench” of professionals who offer accounting services, tax planning and prep, as well as estate planning. They have done excellent work for me. I recommend them highly.

    Peggy L

    San Rafael, CA

  • FFG have been fantastic to work with. Trevor & team have had a thoughtful, considerate approach to driving our portfolio forward. They have strong relationships, are data driven, and have advised to our outlook / desires. They’ve also been very helpful in supporting our tax needs, providing guidance and suggestions. Reasonable fee structure, really good people, and great practice.

    Sahil B

    San Rafael, CA

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