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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion
bautis financial secure your castle achieve your dreams

Discover How

Our Approach

We Are Fiduciaries

We have a bond of trust with our clients and always place their best interests first.

It’s Not Just About Investments

You deserve peace of mind and a confident feeling of control when it comes to your finances. A secure future requires a holistic approach to the planning process.

What’s Important to You

We work with our clients to help them realize their ideal lifestyle today and into the future.

Our Process

Step #1 – Break the Ice

Schedule a 15-minute consultation, which gives us the chance to introduce ourselves and understand your needs, expectations and goals.

Schedule a Call

Step #2 – Let’s Paint the Picture

We’ll follow up with a 30-minute meeting, focused on gathering data and getting organized.

Step #3 – How We Can Help

Our advisors walk-through an assessment with specifics of how we can help you.

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Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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