Fides Financial | Belmar, NJ

Total Hires: 21 times
Service Area: Belmar, NJ
Team Size: 1 employee
Business Duration: 8 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Check
Credit Card
Venmo
Zelle

Services Offered

Accounting needs

Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit
Other

Annual income

Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M

Accounting software

QuickBooks
Xero
NolaPro
Sage
Quicken
TurboTax

Work location

My customers travel to me
I travel to my customers

About

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.

License

- License Holder: Jeffrey Cattanach
- License Type: Investment Adviser Representative (NJ)
- License number: #7216295
- License verified on 9/29/2023
- Valid through 9/29/2025

Verification

Background Check
- Jeffrey Cattanach
- Completed on 9/29/2023

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