FIDELIS iM
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
3551 E Barnett Rd Ste 107, Medford, Oreg...Phone Number
(541) 770-1311Website
www.fidelisim.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About FIDELIS iM
FIDELIS iM is a fiduciary advisor based in Medford, Oregon, serving clients throughout Oregon and Northern California. The company specializes in investment management, retirement planning, and medical practice financial management, emphasizing integrity and transparency. With a focus on building long-term relationships and providing personalized financial strategies, FIDELIS iM aims to empower clients to achieve financial wellness. Their commitment to fiduciary responsibility ensures that clients' best interests are prioritized in all financial decisions.Explore more
FIDELIS iM Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
FIDELIS iM is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
FIDELIS iM is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about FIDELIS iM.
FIDELIS iM Tech Stack
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Frequently Asked Questions Regarding FIDELIS iM
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FIDELIS iM is a fiduciary advisor based in Medford, Oregon, serving clients throughout Oregon and Northern California. The company specializes in investment management, retirement planning, and medical practice financial management, emphasizing integrity and transparency. With a focus on building long-term relationships and providing personalized f... Read More
