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Fidelis Financial Planning
- Financial Advising
- Saint Charles, MO
About this business
Location details
42 Portwest Ct, Saint Charles, MO, 63303, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I've been working with Fidelis for nearly 14 years and couldn't be happier. What I value most is their focus on comprehensive financial planning rather than just investment mechanics. I only get to retire once, but Jeff has helped hundreds of people through this process, and his advice consistently covers angles I hadn't considered. His experience makes our conversations genuinely thought-provoking. Highly recommend.
Fidelis is a wonderful company to work with. We have been with them for several years and have been extremely pleased. Jeff and Jack are very knowledgeable and explain everything in great detail. Denise is just the best, so friendly and always ready to help answer any questions. They make us feel like family and always have our best interests in mind. Would recommend them 100%!!
Jeff and the entire team at Fidelis Financial Planning are truly exceptional. The level of expertise and professionalism are unmatched and Jeff's attention to detail shows how much he cares. When you partner with Jeff, he makes you feel like you're family. Financial planning can be intimidating, but Jeff and his team make it their mission to guide you through the process with ease. I highly recommend Jeff and Fidelis Financial Planning team!
Jeff is an excellent financial advisor and an even better person. I like to call him a “walking Excel spreadsheet”, and I mean that in the best possible way. He’s organized, methodical, and knows how to carry out a plan to its ultimate successful completion. Jeff listens carefully, pays attention to every detail, and follows through on every commitment. I trust him completely and highly recommend him to anyone looking for thoughtful, dependable financial guidance.
Frequently asked questions about Fidelis Financial Planning
How is Fidelis Financial Planning rated?
Fidelis Financial Planning has a 5 star rating with 19 reviews.
When is Fidelis Financial Planning open?
Fidelis Financial Planning is closed now. It will open on Monday at 9:00 a.m.
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