Reviews for Fiduciary Financial Group

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  • Apr 2024

    I would like to say a very heartfelt thank you to Richard, Trevor, and the entire team at the Boise office. They truly are a fiduciary. They always put my interest first. They are guiding my happy retirement with care and precision.

  • Mar 2024

    I was ready to make a change in financial advisors and interviewed a total of four, highly recommended advisors. I was seeking an educated, well rounded, practical advisor with a strong foundation and someone I felt comfortable with given this criteria. Richard Davey was one of the four referrals and I have certainly discovered a gem!Initially I was hesitant with the distance and time differential. (Maine to Idaho) and it has never entered the equation. Yet, I called a perspective financial advisor I was considering in Maine and they couldn't see me for 2 1/2 weeks nor make time to assist.As a younger retiree, I've had to reach out multiple times since I've been with...read full review

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From Fiduciary Financial Group

FFG has a deep roster of professionals with decades of investment, tax, accounting, and legal experience who can deliver an unmatched value proposition. We serve high net worth retirees, busy executives, high tech professionals, and successful business owners and strive to ensure they are maximizing their financial efforts. Our comprehensive advice spans across financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, and more. We earn no commissions on trades and only have a fiduciary duty to our clients. Our client experience removes conflicts of interest. This coupled with our partners’ spotless records reinforces a relationship built on trust and transparency.

Hours

Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 4:30PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Fiduciary Financial Group

835 W Front St, Boise

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