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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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bautis financial secure your castle achieve your dreams

Our Team

 

Marc Bautis

Wealth Manager and Founder

862-205-5800

[email protected]

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John Williams

Wealth Advisor

862-205-5800

[email protected]

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Kayla Waller

Paraplanner

862-205-5800

[email protected]

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Kyra Mackesy

Content and Community Manager

862-205-5800

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Latest Podcasts

How to Safeguard Your Parents From Senior Citizen Scams

Episode 174 – How to Safeguard Your Parents From Senior Citizen Scams

September 12, 2023 By Bautis Financial

What you should know about financial and other scams that specifically target the elderly, including what to look for, how to protect your parents, and what to do if they’ve been scammed.

How to Unlock the Value of Your Life Insurance Policy With Life Settlements

Episode 173 – How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel

September 12, 2023 By Bautis Financial

Don’t let your life insurance gather dust. Learn how to convert it into a powerful financial tool that can aid you in funding your dreams, support your retirement, or provide for your loved ones in a whole new way.

Experiments With Chat GPT

Episode 172 – Experiments With Chat GPT

September 8, 2023 By Bautis Financial

Join us as we navigate the practical uses and potential limitations of Chat GPT, an innovative AI technology that has revolutionized the world.

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Contact

Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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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