FIDELIS iM

Fidelis I M

Financial Services, 3551 E Barnett Rd, Medford, Oregon, 97504, United States, 1-10 Employees

fidelisim.com

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Who is FIDELIS IM

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. ...

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  • 3551 E Barnett Rd, Medford, Oregon, 97504, United States Headquarters: 3551 E Barnett Rd, Medford, Oregon, 97504, United States
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

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FIDELIS iM Org Chart and Mapping

Employees

Keegan Denn

President / Certified Financial Planner™ Practitioner

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Frequently Asked Questions Regarding FIDELIS iM

Answer: FIDELIS iM's headquarters are located at 3551 E Barnett Rd, Medford, Oregon, 97504, United States

Answer: FIDELIS iM's phone number is +15*********

Answer: FIDELIS iM's official website is https://fidelisim.com

Answer: FIDELIS iM's revenue is Under $1 Million

Answer: FIDELIS iM's SIC: 6282

Answer: FIDELIS iM's NAICS: 523930

Answer: FIDELIS iM has 1-10 employees

Answer: FIDELIS iM is in Financial Services

Answer: FIDELIS iM contact info: Phone number: +15********* Website: https://fidelisim.com

Answer: 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 yesterdays 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.

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