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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

Services

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Retirement Plans

  • Traditional 401(k) Plans
  • Roth 401(k) Plans
  • Simple IRAs
  • Simplified Employee Pension Plans
  • Traditional IRAs
  • Roth IRAs
  • Variable Annuities

Risk Management

  • Health Insurance
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

Investments

  • Fixed Annuities
  • Indexed Annuities
  • Institutional CDs
  • Corporate Bonds AAA
  • Real Estate Investment Trusts
  • Equipment Leasing
  • Real Estate

College Planning

  • 529 Accounts
  • Educational IRAs
  • Cash Value Life
  • Grants and Loans

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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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