License Verified:
License: 6169300
Investment Adviser Public Disclosure Database, SEC
Business Description
Fortis Financial Group is a registered investment advisor serving the residents of Los Angeles and the surrounding areas. It builds and implements fully customized holistic financial planning strategies for its clients. It also helps protect clients' investments and assists with insurance plans such as life, long-term care, disability, and key person insurance. In addition, it manages retirement plans such as SEPs, Simple IRAs, 401(k)s, and business brokerages. Fortis Financial Group comprises Certified Public Accountants, Certified Financial Planners, and Certified Financial Analysts.
License Verified:
License: 6169300
Investment Adviser Public Disclosure Database, SEC