About Fiduciary Financial Group
Reviews for Fiduciary Financial Group
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Monday: 9AM - 4:30PM
Tuesday: 9AM - 4:30PM
Wednesday: 9AM - 4:30PM
Thursday: 9AM - 4:30PM
Friday: 9AM - 4:30PM
Saturday: ClosedSunday: Closed
Fiduciary Financial Group (FFG) is a comprehensive financial services provider that caters to high-net-worth retirees, busy executives, high-tech professionals, and successful business owners. The firm boasts a deep roster of professionals with decades of investment, tax, accounting, and legal experience, allowing them to deliver an unmatched value proposition. FFG's services span financial investments, real estate assets, tax strategies, equity compensation, estate plan design, and insurance packages. The firm operates on a fiduciary basis, earning no commissions on trades and prioritizing the best interests of its clients. Clients praise the firm's approach, which removes conflicts of interest and reinforces a relationship built on trust and transparency. FFG's client experience, coupled with the spotless records of its partners, makes it a reliable choice for comprehensive financial management and tax planning services.
Fiduciary Financial Group is a truly fantastic financial organization. I began working with Richard Davey when he was managing my mother’s funds. Although she was quite elderly and did not have many assets, Richard called her twice yearly and managed her funds until her recent death. There is little profit in managing a small IRA, but Richard kept her account in the black for years, always beating the returns of the benchmark. I was so impressed with how carefully my mom’s account was managed my husband and I decided to transfer our accounts to FFG. Needless to say, we are very happy with everyone at FFG. We receive financial planning, tax advice and retirement planning....read full review
In addition to their commitment to maintaining a fiduciary-responsible approach, I'm impressed by Richard, Trevor and their team's attention to detail, responsiveness and professionalism. I sleep well knowing my account is in collectively qualified hands.
So glad we found FFG to take care of our financial strategy and taxes. It is reassuring that FFG is looking after us, allowing more time for us to focus on our retirement activities!