Fiduciary Financial Group - San Rafael (CA)

5 /5 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.

5 /5 Jill Graham: I cant say enough about the relief we feel knowing that we have Trevor and Tom taking care of our assets. We have been wanting help with our "estate" for a long time. Were getting older, we have kids and grand kids, are looking to retire soon, and never knew where to look for guidance into the next chapter. I feel so lucky to have found Trevor, Tom and Jacquie at Fiduciary Financial. They are experienced, passionate, knowledgeable, and approachable. They really know their business. No question is too trivial or stupid, even though I know some of them probably are. I love having our taxes, finances and any legal questions taken care of under one roof. Thanks to you all, for helping us sleep better at night. We really appreciate you.”

5 /5 Paul & Linda Worthman: Thank goodness we found Trevor and the team at Fiduciary Financial Group! Their immediate understanding of our situation and responsiveness at every stage of our transition to them have won our gratitude and loyalty completely. Just a couple of examples out of many possible: At our first “discovery” meeting (and we’d had others with other groups) Trevor won us over immediately with his wise suggestion that would transform one of our funds into a good one for our heirs. And, they even thank us for *our* patience while we pepper them, day after day, with question after question, while they answer kindly (and sometimes re-answer) to make sure we understand. (Transitioning from our former account means – to least to us – learning many new things.) We can’t thank Trevor and the FFG team enough!

5 /5 Bryce Wilkerson: As a CFA charterholder, I approach wealth management and tax planning with a critical eye and a deep appreciation for technical rigor, fiduciary responsibility, and long-term thinking. In my experience, few advisors demonstrate the level of thoughtfulness, integrity, and strategic clarity that Trevor Scotto brings to his work at FFG. He takes a holistic view - combining personalized portfolio design with smart, forward-looking tax strategies. His ability to navigate the complexities of asset allocation, tax efficiency, and estate considerations is impressive, and clearly grounded in both practical experience and technical expertise. What stands out most is the consistency of his approach: disciplined, client-centric, and built for real, after-tax results. From everything I’ve observed and discussed with him over the years, he’s someone I trust to manage the financial future of those I care about. If you’re looking for a wealth manager who blends deep financial acumen with sound judgment and genuine care for clients’ long-term success, Trevor and his team are an exceptional choice.

5 /5 M Mink: Working in the retirement plan industry has provided me with the opportunity to cross paths with several financial advisors, and I can safely say that Trevor and his team at FFG are by far the best Ive ever worked with. Their availability, intelligence, and willingness to help my wife and I navigate financial decisions, even prior to becoming official clients, is something that is unique to this industry. In addition, every professional they have recommended, from trust attorneys to life insurance agents, have been equally pleasant to work with. I have always been one to manage my own finances, but adding the FFG team to help guide us gives me peace of mind that I am maximizing the use of our assets while not being reckless with unsound investments. I do not easily recommend financial advisors, but I have already provided Trevors contact information to several close friends who are looking to secure their financial future.