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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Featured Articles

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Recent Posts

The Markets: A Year in Review and a Look Ahead

January 15, 2021 By Marc

Your Second Stimulus Check is in the Mail

Your Second Stimulus Check is in the Mail

January 13, 2021 By Marc

Emergency Fund

January 12, 2021 By Marc

What to Do if You Get a Tax Notice From the IRS With Allan Rolnick – Daily Flash Briefing

What to Do if You Get a Tax Notice From the IRS With Allan Rolnick – Daily Flash Briefing

January 8, 2021 By Marc

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

January 7, 2021 By Marc

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Welcome John Williams and Victoria Finlay to Bautis Financial

John Williams and Victoria Finlay recently joined Bautis Financial in the roles of Associate Wealth Advisor and Client Service Associate.  John and Victoria will help increase the level of service we provide to our clients.
John Williams, Associate Wealth Advisor.  John has an MBA from Lasalle University and recently was working as a financial advisor for Mass Mutual.  You can read John’s bio at https://bautisfinancial.com/john-williams/
Victoria Finlay, Client Services Associate.  Victoria is a recent graduate from Virginia Tech with a Bachelors of Science in Economics  with a concentration in Financial Planning. You can read Victoria’s bio at https://bautisfinancial.com/victoria-finlay/

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Latest Podcasts

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

January 7, 2021 By Marc

What should you do if you get a letter or notice from the IRS? Don’t ignore it. In this episode of The Agent of Wealth Podcast, Marc Bautis meets with Allan Rolnick to discuss the ins and outs of an IRS notice. Allan explains the various causes that lead to a letter showing up at […]

Episode 60 – How Using a  Professional Executor Can Improve Your Estate Planning With Anthony Park

Episode 60 – How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park

December 17, 2020 By Marc

Did you know that nearly 60% of Americans lack a will or have done any estate planning?  In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Anthony Park about the importance of estate planning. They discuss why naming an executor is significant for not just a person’s assets but also their […]

Episode 59 – How to Analyze Real Estate Investment Opportunities with Abel Pacheco

Episode 59 – How to Analyze Real Estate Investment Opportunities with Abel Pacheco

December 8, 2020 By Marc

In this episode of The Agent of Wealth Podcast, Marc Bautis has a conversation with Abel Pacheco about investing in commercial real estate. Abel discusses what sparked his interest in commercial real estate and how he took the leap to move from IT tech sales to becoming a fulltime real estate investor. Abel speaks on […]

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