The Kaplan Group - San Luis Obispo (CA)

Ivan Rojas I’d like to share my experience with you. In 2021, I began house hunting and was disappointed with my initial lender, as big commercial companies often prioritize their wealthy clients, which wasnt the case for me. I was introduced to Nicole through Feagley Realtors during the pandemic when getting immediate help from a lender was challenging due to high demand. Nicole promptly handled my paperwork and assisted me in securing a very good first loan as a first-time home buyer. The remarkable part is that it was all done over the phone and email; I only met Nicole in person after the closing. Fast forward two years later, I returned to Nicoles to strategize my second loan. Without the advice and attention Nicole provided the second time around, Im unsure if I could have obtained another excellent loan for a second property. Nicole and her team worked wonders for a blue-collar worker like myself, hailing from Richmond with little money but a dream. Ill forever be grateful to Nicole and her team for turning my real estate dreams into reality. I hope to return to her office for loan #3 when the time is right, God willing. I strongly encourage you to consider talking to my lender.

Lyndsay Fredericks Love this bank!!! They go above and beyond to make you feel like a valued customer. Thank you guys for all your help when I need it. Easiest place to bank for personal or business

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.

Barbara Gomez Excellent customer service! Very friendly and kind staff.