Fides Financial

Top Pro

$225

estimated price

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Introduction: We focus entirely on our client’s goals, crafting customized, holistic financial plans and investment strategies that prioritize your vision for your future. We then partner with our clients to implement and manage their plan, walking with them step by step as they strive to realize their dreams. Work with us if you want a financial partner who cares more about you and your success than the numbers on a page.

Overview

Current Top Pro

Hired 10 times

Serves Belmar, NJ

Background checked

License verified

1 employee

7 years in business

Payment methods

This pro accepts payments via Check, Credit card, Venmo, and Zelle.

Featured Projects

10 photos

Specialties

Special tax situations

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

14 reviews

5

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4

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Read reviews that mention:

Jerred o.

2 weeks ago

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Hired on Thumbtack

Jeff was extremely helpful and he kept my best interest in my the whole time. He could have charged me to literally fix one button from turbo tax but instead he told me what the problem was and told me he didn't feel comfortable charging me fore somthing that simple and that speaks VOLUMES, THANKYOU AGAIN JEFF!!!

Individual Tax Preparation

Erik Remington L.

3 weeks ago

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Hired on Thumbtack

Resolved complex tax issue to maximize my refund. I had a complicated issue with my 1099R involving a "return of excess" for IRA contributions. He recommended a good approach to reclassify them and get me the best refund.

Individual Tax Preparation

Erika A.

2 weeks ago

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Hired on Thumbtack

This tax season was our first time using Fides Financial. We will be returning customers. Jeff is very responsive, punctual, and thorough. Very happy with our service.

Individual Tax Preparation

Steven H.

Mar 26, 2024

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Hired on Thumbtack

Great communication and works in a timely manner. From 1099, W-2, K-1, and investments Jeff took care of it. Will definitely be doing taxes with Fides again.

Fides Financial's reply

I really appreciate your kind words, Steven. It means a lot to me that we were able to work together for such a pleasurable experience. Thank you!

Individual Tax Preparation

McKenzie C.

Mar 19, 2024

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Hired on Thumbtack

Jeff quickly responded to me and was happy to help lend a hand with our taxes. His kind demeanor and helpfulness was such a breath of fresh air! We will definitely be doing business with him again in the future. Thanks Jeff!

Fides Financial's reply

Thanks, McKenzie! I’m so happy I was able to help. I enjoyed working with you and am glad to support. Take care and reach out any time if anything else comes up!

Individual Tax Preparation

Credentials

License

License Type: Investment Adviser Representative (NJ)

License verified on 9/29/2023

Background Check

Jeffrey Cattanach

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our financial plans range in cost from $1,500 to $5,000 based on the complexity of your situation.
What is your typical process for working with a new customer?
We always start with your goals. If you already have a clear vision of your financial future, that’s incredible! If not, we will work with you to identify needs and help you shape where you want to go. Then we’ll work together with you to develop a plan to get you from today to your vision. In short: it’s all about you!
How did you get started doing this type of work?
Started as a portfolio manager, and then found a passion for working directly with clients one-on-one and helping them achieve their dreams.