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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 |
Jeff, Jack and Denise always make us feel right at home when we come in to discuss our finances. They've helped us tremendously with our decision making process regarding when to retire, where to invest, etc. Appreciate all they have done for us!
We've been a client with Fidelis for nearly 10 years and are very well taken care of. Working with Jeff, we got set up with a plan that was much more tailored to our needs than plans we'd had in the past. The Fidelis team is clearly passionate about setting clients up for success and they've made us feel like valued clients. Jeff, Denise, and Jack are a pleasure to work with!
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.
Frequently asked questions about Fidelis Financial Planning
How is Fidelis Financial Planning rated?
Fidelis Financial Planning has a 5 star rating with 22 reviews.
When is Fidelis Financial Planning open?
Fidelis Financial Planning is closed now. It will open tomorrow at 9:00 a.m.
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