This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
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 |
Jeff is professional and explains things well. I can contact him anytime I have a question. Denise is a pleasure to work with as well. I am very happy I found Fidelis Financial Planning 5 years ago.
I could not ask for better results or support.
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
Frequently asked questions about Fidelis Financial Planning
How is Fidelis Financial Planning rated?
Fidelis Financial Planning has a 5 star rating with 12 reviews.
When is Fidelis Financial Planning open?
Fidelis Financial Planning is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com