If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
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
Hired 24 times
Serves Belmar, NJ
Background checked
License verified
1 employee
9 years in business
Business hours
SunClosedMon9:00 am - 6:00 pm
Payment methods
This pro accepts payments via Check, Credit card, Venmo, and Zelle.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2025
2024
Credentials
License verified
Investment Adviser Representative
License state: NJ
Background checked
Passed by Jeffrey Cattanach on Sep 29, 2023.
Services offered
Employment status
Customer is self-employed
Customer is not self-employed
Work location
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Exceptional 5.0
26 reviews
5
96%
4
4%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Emmanuel C.
Mar 30, 2026
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Hired on Thumbtack
Jeff is very good at what he does, I was very impressed by the level of detail he goes into and always does what is best for the client. I would recommend his services to anyone looking for tax help or financial advisory.
Individual Tax Preparation
Luis N.
Nov 28, 2025
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Hired on Thumbtack
This individual helped me out a great deal when navigating a home purchase between family members. Great guy and has a lot of useful information. Please reach out to this person if you need any help navigating your finances. He’s quick to get back with you and was available in a few days to meet. Come to him with any questions! Would be lucky to work with him more in the future.
Personal Financial Planning
Nathan M.
Sep 3, 2024
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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 Taxpreparation & returns filing.
Individual Tax Preparation
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
•
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
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.
