Kobrin Financial & Insurance Services - Santa Rosa (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.

Kristie LuVisi I love this credit union. Everyone is so polite. My husbands family has been a member since they opened on Travis Air Force Base. When my husband & I married over 15 years ago we stayed with them. They helped us buy our first home. I like how they protect my accounts. This is a great, friendly place that I feel really care about their customers.

mariam rashid Matthews financial & Insurance solutions guided me through the financial crisis that may occur after retirement and help me in maximizing my social security benefits after retirement. I do recommend friends and family who are thinking about retiring soon!