Fides Financial
Fides Financial

Fides Financial

Top Pro

$225
estimated price


Responds in about 35 min

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 1 time

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

5 reviews

5
100%
4
0%
3
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2
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1
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pro avatar
Charles B.
2 weeks ago
·

Hired on Thumbtack

Hired on Thumbtack

I had been with my previous tax preparer for over 30 years, so I was understandably nervous over someone new. Not only was I satisfied with the job, I was overwhelmingly pleased with the effort Jeff expended to efficiently complete my taxes. I am looking forwarding to continuing our professional relationship for years to come.
Individual Tax Preparation
pro avatar
Jordan N.
Jan 12, 2024
·

Hired on Thumbtack

Hired on Thumbtack

Jeff has been really helpful for me in fixing an issue with my taxes and relieving some monetary stresses.
Personal Financial Planning
pro avatar
Cory C.
Oct 2, 2023
Was looking to invest long term into the stock, and found Fides Finnacial. The meeting was set up quick and was thorough on trying to find the exact goal I wanted from investing. They made it easy to understand. Would highly recommend using Fides Financial for your investing needs
pro avatar
Jeremy M.
Sep 29, 2023
I went with Fides from a referral. I was uneasy at first, I typically like to handle my own finances and investing, but once I spoke with Jeff I decided to move forward with the plan he laid out for me. I have to say, despite my reservations, I’m beyond pleased, and work recommend Fides to anybody!
pro avatar
Julie T.
Sep 29, 2023
Jeff reviewed my current financial situation and goals with me and then set me on a path to increase my wealth and better my financial health. Could not recommend enough.
Credentials
License

License Type: Investment Adviser Representative (NJ)

License verified on 9/29/2023

Background Check

Jeffrey Cattanach

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