FIDELIS iM is a financial advisor in Medford, Oregon. We offer a refreshing financial experience designed to help you make prudent choices, take effective actions, and attain your goals. As an independent, fee-only financial advisor and investment management firm, we offer tailored financial planning to meet your needs. We are devoted to building a relationship with you that exceeds your expectations, delivers solid investment solutions for generations, and challenges the status quo of yesterday’s investment management | retirement planning approach.
We specialize in the management of assets for a select group of individuals, entities, and company retirement plans. We can manage your Individual Retirement Account (IRA), Qualified Retirement Plan (401k, 403b), foundation, endowment, corporate account, or taxable account; we can serve as your trusted financial advisor.
With our main office in Medford, Oregon, we currently serve clients in the greater Southern Oregon area, Central Oregon, and Northern California, including: Medford, Ashland, Grants Pass, Central Point, Klamath Falls, Bend, Yreka, and Montague. Please take a moment to visit our website and learn more about why FIDELIS iM is a prudent choice to serve as your financial advisor.
Company Details
- Employees
- 3
- Address
- 3551 E. Barnett Rd, Suite 107, Medford,oregon 97504,united States
- Phone
- +1 541 770 1311
- co****@****sim.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fidelisim.com
- Keywords
- Financial Planning, Retirement Planning, Company 401k Plans, Foundations / Endowments, Corporate Accounts, College Savings, Investment Management, Cash Balance Plans.
- HQ
- Medford, Oregon
Fidelis Im Questions
Fidelis Im's helpline number is +1 541 770 1311
Fidelis Im's website is fidelisim.com
Fidelis Im's LinkedIn profile is https://www.linkedin.com/company/fidelis-im
Fidelis Im has
3 employees.
View email and phone details for 3
employees at Fidelis Im.
Fidelis Im's industry is
Financial Services
Fidelis Im's support email address is contactus@fidelisim.com
Fidelis Im's categories are Financial Services
