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Bautis Financial
Secure Your Castle, Achieve Your Dreams | At Bautis Financial we approach every client relationship as a fiduciary – someone who is managing the assets of...
Overview
Secure Your Castle, Achieve Your Dreams | At Bautis Financial we approach every client relationship as a fiduciary – someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. We provide unbiased advice always in your best interest with no proprietary products to sell.
General information
Firm type
Private Equity
Year founded
2024
Location
Region
North America
Country
United States
City
Montclair
Corporate office
Montclair, NJ, United States
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