FIDELIS iM Email Formats

Financial Services • Medford, Oregon, United States • 1-10 Employees

FIDELIS iM Email Formats

FIDELIS iM uses 1 email format. The most common is {first initial} (e.g., j@fidelisim.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@fidelisim.com	100%

Key Contact at FIDELIS iM

Keegan Denn

President / CERTIFIED FINANCIAL PLANNER™ practitioner

Company overview

Headquarters	3551 E. Barnett Rd, Suite 107, Medford, Oregon 97504, US
Phone number	+15417701311
Website	fidelisim.com
NAICS	52
SIC	628
Keywords	Retirement Planning, Financial Planning, Investment Management, College Savings, Corporate Accounts, Cash Balance Plans, Company 401K Plans, Foundations / Endowments
Employees	1-10
Socials

About 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. 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.