About Us
Over a decade ago, our humble beginnings taught us the value of the dollar. From our small office in Morgan Hill, we've expanded to the heart of Silicon Valley in San Jose and now expanding into Sunnyvale with future expansions in the works.
Our dedication in helping our clients helps drive the success of our business, which has grown significantly through word of mouth and high praises from our current clients for our quality, integrity and customer satisfaction.
THE MISSION
Our mission is to help clients maintain financial viability. We know small business owners work extra hard for their money and gotten to know many who preferred to do everything themselves to make that dollar go further. Unfortunately, when there are so many rules, regulations and paperwork involved in running a profitable business, it's hard to keep up.
That's where we come in. At Fidelis Financial Solutions, we will partner with your business. Our team of experts can help you with the burdensome financial and administrative aspects of your business so you can focus on what you love to do. We help you stay organized, so you can be more profitable.
We partner with leading professional service providers and consultants to ensure our product offerings and services to you are up to date and relevant. No business can be great at everything, but great businesses know how to utilize the resources and talents for their needs.
Contact us if you're interested in joining our team or to partner with us.
PORTFOLIO
Our clients range from small businesses to medium sized corporations as well as individual contractors and consultants. We work across different industries ranging from medical, retail to finance and tech. Contact us today to find out how we can help you.
