Ryan A.
4/8/2020
I have been referring my estate planning clients to Trevor Scotto of Fiduciary Financial Group for a couple of years now. I was so pleased with the feedback I received from my clients, that my...
Fiduciary Financial Group
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1299 Newell Hill Pl Ste 303
Walnut Creek, CA 94596
Specialties
Trevor Scotto is a wealth manager and principal at Fiduciary Financial Group. He focuses on providing wealth management solutions to executives and high-income business owners in the San Francisco Bay Area. Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken through litigation, probate and divorce and magnifying charitable giving. Fiduciary Financial Group also helps clients with all of their tax prep & tax planning needs.
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Reviews
3.02 reviewsRichard K.
9/22/2021
I debated whether to write this review. I ultimately decided to because people's financial wellbeing are an important part of their life, and it's important you put that trust in the right...
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