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
June 2024
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.
June 2024
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!
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!