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Reviews for Fidelis Financial Strategies
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Fidelis has been a great partner in helping me to plan for my financial goals and retirement. David takes time to make sure I understand the tools and investments that work toward meeting my goals.
Travis Giffy is the best!! He is pleasant, confident and above all he knows his stuff.Travis also does a fantastic job of explaining our portfolios to us that have a hard time understanding financial lingo. Our visit withTravis and his staff is always informative and Pleasant!!
We Love David Stites, we have used him for years. We love the fact that he cares and has our best interest in mind. He shares a lot of our same values about money as well so we can confidently trust his advise.