Fidato Wealth

Fidato Wealth

Financial Services Middleburg Heights, Ohio, United States 12 employees
Employees
12
Contacts
3
Emails
3

Fidato Wealth Overview

Headquarters
Middleburg Heights, Ohio, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
12
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Fidato Wealth

Fidato Wealth provides comprehensive financial planning for you and your family. Our evidence-based approach will support your retirement goals, helping you invest with confidence and take control of your financial plan. At Fidato Wealth, we aim to provide the very best in financial planning and wealth management. We build plans based on your unique profile and circumstances, recommending only strategies that we ourselves would employ if in the same situation. Our mission is to use our 50+ years of combined experience to create a positive difference in our clients' retirement years. When you partner with Fidato Wealth, we provide individualized, effective plans for today and tomorrow. Learn more at https://www.fidatowealth.com/

Fidato Wealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Fidato Wealth Org Chart

Sample employees and titles
Name Title Contact
Tony D'amico, Cfp® Founder and CEO at Fidato Wealth
Email
Glenda Wilder Client Service Specialist and Custodian
Email
Brian Eberhardt Partner - Lead Wealth Advisor at Fidato
Email
Marissa Beyer Partner - Senior Wealth Advisor @
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Employees by Management Level

Individual contributor 3 profiles
Executive 2 profiles
Director 2 profiles
Senior / Lead 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 0
Sales 1 1 0

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