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Fidelis Financial Planning
- Financial Advising
- Saint Charles, MO
About this business
Providing top-notch Saint Charles, MO financial services is no simple task, but at Fidelis Financial Planning, LLC, we deliver insightful information and advice. We always remain accessible to hear your goals and concerns.
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 |
We have been doing business with Fidelis Financial Planning for six years, and they have always been professional, and a pleasure to work with. Thank you, Jeff, Jack, and Denise!
Jeff is incredible to work with; from his comprehensive approach, you can see early on that he will be looking out for your entire financial wellbeing, not only the assets that he is able to manage, and bill on. True “financial planning” is often promised but rarely delivered upon in the investment world, but Jeff subscribes to this philosophy and you can feel confident he is looking at everything in your financial world.
Working with Jeff has completely changed how I handle my finances. From our first conversation, he made everything feel easy and stress-free with his mix of professionalism, clear advice, and genuine care. He has this great way of explaining complicated financial stuff so it actually makes sense—which really helped me feel confident and in control. If you’re looking for a financial planner who really knows his stuff and is easy to talk to, Jeff’s your guy. He’s hands down the best in St. Charles. I wish I could give him more... read more
Jeff and all the staff at Fidelis have been phenomenal. We combined finances after we got married, each of us having lost our first spouses; what we thought would be a complex and confusing situation turned out to be easily navigated with Jeff's help. He has since helped us through retirement, and now as we move in to Social Security and Medicare, our life is focused on what is important. They have always been available for questions, no matter how "silly" or complex. They keep our goals and needs first in their recommendati... read more
I like to think I'm good at bringing in the $$, but Jeff is the master at making it work for me!! Quick to respond, and doesn't make me feel unintelligent when explaining my options!
Frequently asked questions about Fidelis Financial Planning
How is Fidelis Financial Planning rated?
Fidelis Financial Planning has a 5 star rating with 10 reviews.
When is Fidelis Financial Planning open?
Fidelis Financial Planning is open now. It will close at 5:00 p.m.
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