Fides Financial

Top Pro

$225

estimated price

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Responds in about 19 min

Introduction

We focus entirely on our client’s goals, crafting customized, holistic financial plans and investment strategies that prioritize your vision for your future. We then partner with our clients to implement and manage their plan, walking with them step by step as they strive to realize their dreams. Work with us if you want a financial partner who cares more about you and your success than the numbers on a page.

Overview

Current Top Pro

Hired 17 times

Serves Belmar, NJ

Background checked

License verified

1 employee

7 years in business

Business hours

SunClosedMon9:00 am - 6:00 pm

Payment methods

This pro accepts payments via Check, Credit card, Venmo, and Zelle.

Featured Projects

10 photos

Specialties

Special tax situations

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

20 reviews

5

100%

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Read reviews that mention:

Jerrison L.

Sep 5, 2024

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Hired on Thumbtack

Jeff is very knowledgeable in regards to investing and tax preparation and all Of the services he offers. I would Recommend him. Very difficult to find people that really want to help you succeed. He definitely tailors to your individual needs

Accounting

Mariah I.

Oct 28, 2024

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Hired on Thumbtack

Jeff was able to answer many of my questions over the phone and help me understand my w4 and MW507, as well as options regarding to what and how I will owe taxes at the end of the year. He was very professional, nice, knowledgeable, honest, and informative! Thank you!

Personal Financial Planning

Faith P.

Oct 8, 2024

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Hired on Thumbtack

I was a bit stressed about submitting my tax documents before the October 15th deadline, but after speaking with Jeff, I felt at ease. He is extremely punctual—when he gives you a time, you can count on it. He not only explains his process in detail but is also very helpful in answering any questions. On top of that, he gave me a 20% discount for referring someone. Amazing service at great prices, also an extremely friendly person to work with!

Fides Financial's reply

I’m so glad I was able to alleviate some of that tax-time stress, Faith! Happy to help

Individual Tax Preparation

Kelvin A.

Sep 26, 2024

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Hired on Thumbtack

I had some questions so I contacted him. He took his time to answer my questions with detailed explanations and to my understanding. I recommend him to any one who has tax related questions or who wants to file taxes.

Business Tax Preparation

Nathan M.

Sep 3, 2024

·

Hired on Thumbtack

Jeff was super helpful with my case. He swiftly resolved the ambiguity I had around the complex International Taxation topic. I would definitely recommend him to other users for Tax preparation & returns filing.

Individual Tax Preparation

Credentials

License

License Type: Investment Adviser Representative (NJ)

License verified on 9/29/2023

Background Check

Jeffrey Cattanach

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our financial plans range in cost from $1,500 to $5,000 based on the complexity of your situation.
What is your typical process for working with a new customer?
We always start with your goals. If you already have a clear vision of your financial future, that’s incredible! If not, we will work with you to identify needs and help you shape where you want to go. Then we’ll work together with you to develop a plan to get you from today to your vision. In short: it’s all about you!
How did you get started doing this type of work?
Started as a portfolio manager, and then found a passion for working directly with clients one-on-one and helping them achieve their dreams.