• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
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

trusted financial advisor

Financial confidence - Couple meeting with a financial advisor.

How the Right Advice Can Boost Financial Confidence

April 12, 2021 by Bautis Financial

The value of a quality financial advisor goes far beyond portfolio advice. An advisor can give you peace of mind by boosting your financial confidence in these five areas.

Read moreHow the Right Advice Can Boost Financial Confidence
Trusted Financial Advisor vs. Salesperson

Are You Working With a Trusted Advisor… or a Salesperson?

September 25, 2017 by Bautis Financial

Let's get to the bottom of the difference between a trusted advisor and a salesperson.

Read moreAre You Working With a Trusted Advisor… or a Salesperson?

Is this the right advisor for me?

September 14, 2017 by Bautis Financial

“What return can I expect? How much are the fees? How often will we meet?” These are often the questions that arise when you’re ready to have your money managed by a financial advisor.  These are all simple questions to answer, however, the most important question you should ask yourself is this: Is this the right advisor …

Read moreIs this the right advisor for me?

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

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

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top