AD Fiduciary Inc. - Elk Grove, California

Address: 2228 Longport Ct #100, Elk Grove, CA 95758, United States.
Phone: 9166867804.
Website: adfiduciary.com.
Specialties: Legal services.
Other points of interest: Identifies as veteran-owned, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, LGBTQ+ friendly.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.6/5.

Location of AD Fiduciary Inc.

9166867804

AD Fiduciary Inc. is a trustworthy and reliable company that specializes in providing legal services. They are located at Address: 2228 Longport Ct #100, Elk Grove, CA 95758, United States. You can easily contact them by phone at Phone: 9166867804.

The company is proud to identify as veteran-owned and is committed to providing a welcoming environment for all. They offer wheelchair-accessible parking, an entrance, and toilet facilities, making their location easily accessible for everyone. Additionally, AD Fiduciary Inc. is LGBTQ+ friendly, demonstrating their commitment to promoting diversity and inclusion.

With 10 reviews on Google My Business, AD Fiduciary Inc. has an impressive average opinion of 4.6/5, reflecting their high level of customer satisfaction.

Reviews of AD Fiduciary Inc.

AD Fiduciary Inc. - Elk Grove, California

Michael Moon

5/5

I am a Certified Financial Planner with 30 plus years experience. We started using AD Fiduciary's services about 2 years ago and have been very happy with their service. In addition to great service their fee structure is very fair and less expensive than what other professional fiduciaries typically charge. 5 star review. Michael Moon, CFP, CRPC

Mark Hackard

5/5

AD Fiduciary provides excellent service - their office staff is always courteous and helpful. They're a dedicated group of professionals.

Jim Motta

5/5

AD Fiduciary

My experience with John and his team has been good to excellent.

I’m the trustee for my niece and grandnephew. Their trust was set up by my sister.

1) ADF has been paying all the monthly bills for my 48-year-old niece and 21-year-old son since January 2023.

Background: These two had lived of my sister for 17 years without working. The trust and ADF have encouraged my niece to turn her life around.

2) The hardest ADF assignment was to get my niece working after being unemployed for 17 years. John DePiazza and Anna Kennedy worked with her on:

Skill assessment,

Types of jobs and

Encouraging interview preparation and handling rejection.

Bottom line, my niece is working 40 hours a week.

Shout Out to Anna Kennedy for truly encouraging my niece to take a different path and a more fulfilling life.

Jim M.

Dianne Wierenga

5/5

AD Fiduciary has been invaluable in serving as Trustee of my daughter's Special Needs Trust. John DePiazza is extraordinarily responsive and personable, and they have an excellent staff and other professional contacts to assure their clients' needs are met.

Noah Horn

5/5

The best custamer service. John has no problem getting it done

Marriam Cole

5/5

Our attorney recommended several fiduciaries for us to choose. We chose Dawn and her team of professionals. She took care of our mother during her final years with dignity. When our mother passed she managed our mother’s trust. As a daughter, I was thankful to have someone who worked as an advocate for our mother and administer her trust after her passing.

Adrienne Levy

5/5

Very professional office and staff.

Jeff Busch

5/5

Professional.