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Fidelis Investment Management Medford, Oregon
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Recent Articles

  • Re-Evaluating your Lifestyle Creep with a New Perspective
  • Becoming a Spender after a Lifetime of Saving
  • A Financially Bright New Year

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FIDELIS iM
3551 E. Barnett Rd, Suite 107
Medford, OR 97504
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541-770-1311

In The News…

  • Re-Evaluating your Lifestyle Creep with a New Perspective
  • Becoming a Spender after a Lifetime of Saving
  • A Financially Bright New Year
  • A Summer Close to Home
Certified Financial Planner Southern Oregon
CERTIFIED FINANCIAL PLANNERTM
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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