Fiduciary Financial Group

Patrick Sklarski _{on Google}

Apr 2nd, 2024

Extremely trustworthy, and professional firm. My family and I are lucky to have FFG to not only help secure our financial future, but they are always happy to help with any tax, estate, or retirement questions I have. They have a lot of knowledge and expertise, and always keep your best interest in mind. Highly recommend Trevor Scotto and his team of knowledgeable advisors.

Pamela and Don Colombana _{on Google}

Mar 21st, 2024

After thoroughly researching and interviewing several wealth management companies, we chose to work with Fiduciary Financial Group and have been extremely happy with their handling of our investment funds. We have also been incredibly impressed with their personalized and customized service. Our investments are actively managed, and we are regularly updated on the market and how our portfolio is doing. FFG also works closely with our tax advisor to ensure continuity. The FFG team is extremely knowledgeable about the market, both domestic and global, and is supportive of our short and long term goals. We highly recommend them to everyone and regularly refer them to our close friends and family members.

Arden Theodossy _{on Google}

Mar 29th, 2024

I hardly know where to start with this review. Honestly, Id give Trevor and the whole team at FFG 10 stars out of 5.
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, IRAs 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 Trevors 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 theres no need to get back to me before Monday, before the hour is up, he has reached out with a text or call. Hes 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 Ive made in a long while. I would happily recommend them to friends and family alike.

David Brunelli _{on Google}

Mar 24th, 2024

Trevor and his team at FFG have been extremely helpful in working with my family to manage our finances over the past year. In our introductory conversation, we set goals of what we would like to accomplish moving forward together and then discussed the fee structure in a transparent way. There was no pressure or pushiness to rush into a contractual agreement and (unlike other firms) their compensation isn't reliant on selling you specific financial products.
Trevor has a broad knowledge base and has helped me with everything from retirement planning to investment strategies to asset protection. I really appreciate that their team is able to explain complex financial situations in terms that I understand, and outline steps that are straightforward to complete. They are available whenever I need more information or have questions that need to be answered quickly. Most importantly, I feel that they are honest, trustworthy, and truly have my family's best interest in mind when weighing options.

Jammie Mountz _{on Google}

Mar 15th, 2024

I've been working with FFG for years for taxes and this year moved into financial management and planning. They've done an awesome job of helping me plan a big life decision and making me feel financially prepared. We did budgeting to understand my spend, and then ran projections to see how my decision would affect me in the near term, medium term, and retirement. They advise me on employment stock plan strategy and individual investment strategy outside of the funds they manage. They are extremely responsive - they answer emails quickly and are always up for booking time with me to go over things and answer questions. I really appreciate FFG!