Crest Financial Services - Santa Clara (CA)

Carol Tacconi Review of Fiduciary Financial Group My husband Dennis and I (Carol) have had the pleasure of working with Fiduciary Financial Group both before and after our retirement, and we couldn’t be more pleased with the financial planning services we’ve received. From the very beginning, their team took the time to truly understand our financial goals and priorities. They guided us through the transition into retirement with professionalism, care, and a clear strategy that gave us peace of mind. Their advice was always tailored to our specific needs and delivered with patience and clarity, which we greatly appreciated. One of the things that has stood out most is the ongoing support we continue to receive. The regular updates, reviews, and proactive tax services have been incredibly valuable in helping us maintain a solid, up-to-date financial picture. It’s reassuring to know that we’re not navigating this chapter alone — Fiduciary Financial Group is always there with insights and support.

Yvonne Yu "I would refer Mastemind College Funding services to anyone who has a college-bound student! They educated me on how the financial-aid system really works and helped lower my Family Contribution by over $7,500 a year! I don’t know what I would have done if I didn’t meet them." -Susan W., Cupertino

Victor Diego They are honest people.

Rain McKenzie Friendly service and generally quick lines except for most Fridays.

Rex C Am a long time member and very pleased with the way management takes care of our monies. They reduce overhead when needed and expand when appropriate. Rates are very competitive.