Investment Advisor: Fidelis Financial Planning, LLC
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Company: Fidelis Financial Planning, LLC
Contact: Jack D. White
42 Portwest Court
Saint Charles, Missouri, 63303-5985
Phone: (636) 922-9252
Fax:
(314) 754-9165
Website: http://www.fidelisfp.com
We are experienced wealth managers and the better we know you, the better we can serve you. Therefore, the first appointment is complimentary and we will seek to understand your concerns, personal financial goals, and whether there is potential for a long
Serves Counties: Saint charles (MO), Saint louis (MO)
License #: 2254964
Licensed to sell Insurance Products:No
Licensed to sell securities:Yes
Financial Advisor Experience: 21-25 Years
Designations: CFP©
Products:
Reits
Bonds
Stocks
Annuities
Options & Futures
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $100,000
License Type:
Insurance Type:
Disclosure: We are a fee-only financial planing firm. Investment Advisory Services are offered through Fidelis Financial Planning, LLC, a Missouri Registered Invested Advisory Firm
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