D.A. Davidson

FIDELIS iM is a trusted financial advisory firm based in Medford, Oregon, serving clients in Southern Oregon, Central Oregon, and Northern California. With a focus on maintaining an impeccable reputation for integrity, FIDELIS iM builds relationships that exceed expectations and generates sustainable, long-term value through rock-solid investment strategies. Their team of experts optimizes investments to provide peace of mind and upholds the highest standard of fiduciary responsibility. Led by Certified Financial PlannerTM professional Keegan Denn, FIDELIS iM understands the weight of important financial decisions and strives to provide extraordinary guidance for the present and future. Their disciplined and diversified investment process, rooted in academia and market-tested, offers clients the best opportunity for meeting their goals. FIDELIS iM is not just about investments, but also about forming lasting bonds with families and organizations, making a lasting impact on the quality of life in retirement.Generated from the website

McLoughlin Wealth Management

McLoughlin Wealth Management

State Farm