Bautis Financial
Finance · New Jersey, United States · 1-10 Employees
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Overview
Headquarters
7 N Mountain Ave, Montclair, New Jersey,...Phone Number
(862) 205-5800Website
www.bautisfinancial.comRevenue
<$5 MillionIndustry
About Bautis Financial
Bautis Financial is a fiduciary financial advisory firm based in Montclair, New Jersey, dedicated to helping individuals, families, small business owners, retirees, and 401k plan sponsors achieve their financial goals. The company emphasizes a personalized approach to wealth management, focusing on understanding clients' values and concerns to develop tailored strategies for wealth preservation and growth. Utilizing advanced technology, Bautis Financial aims to remove uncertainty from investment decisions by aligning portfolios with clients' risk and reward expectations. Their commitment to client interests is reflected in their complimentary consultations, fostering personal connections to ensure the right fit for financial services.Explore more
Bautis Financial Org Chart
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Bautis Financial Tech Stack
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Bautis Financial is a fiduciary financial advisory firm based in Montclair, New Jersey, dedicated to helping individuals, families, small business owners, retirees, and 401k plan sponsors achieve their financial goals. The company emphasizes a personalized approach to wealth management, focusing on understanding clients' values and concerns to deve... Read More
