Fidir Financial Group
FIDIR Financial Group was formed in the pursuit of excellence in financial advice and planning. Our members have a strong commitment to ethics, loyalty and pursuit of ongoing education demonstrated by their designations and work history. Collectively the team has over 95 years of experience giving advice on financial planning, taxes, insurance, estate planning, inheritance planning and retirement. We work with business owners, individuals, and families to provide them with trusted expert advice. Our focus is comprehensive financial planning that grows with you and covers every aspect of your finances. We pride ourselves on the long-term relationships we build with our clients to be able to support them as their lives evolve and goals and needs change. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. FIDIR Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-5754229.1(06/23)(exp.06/25))
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Distinct roles
7
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- ML
Michelle Lester
Director of Business Strategies · General Business & Management
EmailPhone - GR
Gregory Ronneburger
Certified Financial Planner Tm Professional · Finance & Accounting
EmailPhone - LS
Lisa Santoro
Client Services Associate · Customer/Client Service
EmailPhone - MD
Marissa Delzotto
Client Service Associate · Customer/Client Service
EmailPhone - CJ
Christopher J. Fabian
Founder, Certified Financial Planner Tm Professional · Other
EmailPhone - SR
Stephanie Ruffo
Credentialed Holistic Financial Coach Financial Advisor · Other
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Fidir Financial Group
7 distinct titles indexed · top 7 shown.
- 1certified financial planner tm professional
- 1certified financial plannertm professional
- 1client service associate
- 1client services associate
- 1credentialed holistic financial coach financial advisor
- 1director of business strategies
- 1founder, certified financial planner tm professional
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