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Financial planner

Fidelis Financial Strategies 1 11 Pl, Cookeville

4.3
(5)
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Phone:

+1 931-400-0012

Website:

http://www.fidelisfinancialstrategies.com/

Address:

480 1 11 Pl, Cookeville, TN 38506, United States

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Services:

Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Car Loan, College Planning, Insurance Services, Investmentmanagement, Personalized Investment,

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    Fidelis Financial Strategies Reviews

    4.3
    5 Reviews

    • S

      Sharon Holderman
      5

      I had never seen a financial advisor before, so I wasn't sure what to expect. However, they have been such a valuable part of my financial life, I don't know what I would do without them! I've been seeing them for about 5 years now, at least once a year. Anytime I need, I call or email and make appointments to discuss specific things. They are great with follow-through always sending paperwork and information as promised. I would (and have) recommended them to everyone I know in the area who wants to talk about financial planning!

    • E

      Erik & Ruslana Erb
      5

      Always helpful and follow up on investments and needs with customers! Friendly staff, and don't forget. They are a Dave Ramsy ELP!! Thanks, Travis and crew!

    • G

      Gay Lemmons
      5

      These people are caring and passionate about their clients. There is such a personal touch, no matter how little or how much you have to invest. And so knowledge. Which for me, a novice, was essential.

    • H

      Heidi Baschnagel
      5

      Travis Giffey explains things in a way I can understand. I believe he is helping me make wise financial decisions.

    • S

      S G
      1

      Called to speak with an advisor. Made an appointment for three days later to speak with someone and no one called.

      Response from the owner

      SG, As I expressed on the phone with you and in my letter, I’m sincerely sorry we missed our scheduled phone call together. I misunderstood thinking that the call had been canceled. David K. Stites, CFP®

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    FAQs

    • 1. How Can I Reach Out to Fidelis Financial Strategies?

      You can reach out to them on the phone number +1 931-400-0012. You may also visit their website and provide your basic information.

    • 3. What Services Can I Get From Fidelis Financial Strategies?

      Fidelis Financial Strategies offers financial services including: '
      • Estate planning
      • Financial planning
      • Insurance purchase consulting
      • Investment advising
      • Car Loan
      ' If you have a consistent income, you may also apply for a cash advance loan.

    • 5. Is Fidelis Financial Strategies an Agency or a Lender?

      Fidelis Financial Strategies is a Financial planner that has various financial services to offer including personal loans.

    • 2. Where Is Fidelis Financial Strategies? How Can Find It?

      The address of Fidelis Financial Strategies is 480 1 11 Pl, Cookeville, TN 38506, United States. Use an online map to guide yourself there.

    • 4. How Can I Take Out A Loan at Fidelis Financial Strategies?

      You can provide your basic information on their website to apply for a loan. If you feel like learning about other financial services, take a look at US Installment Loans and dig deep.

    • 6. What Do I Do if I Can't Repay My Loan?

      Contact the lender and reach an agreement as soon as possible. You should know, however, if it"s a car title loan, your vehicle will be took by the lender when you default. Check out our platform for more information on title loans.

    • 7. Can I Get a Loan From Fidelis Financial Strategies With A Bad Credit Score?

      Yes, you can. But pore over the offers as there can be predatory terms when it comes to bad credit loans.