Gregg R. Fortune, CFP®, CFS, AEP, ChFC(R) is the founder and managing member of 3G Financial with offices in West Bloomfield, MI and Palm Beach Gardens, FL. His firm focuses on offering comprehensive financial planning solutions for a wide variety of clientele. He has formed strategic alliances with respected CPA firms, attorneys and other professionals in the local area to design and manage their client’s financial planning needs. Our goal is to provide a reliable and leading source of direction for individuals, families and business owners in the complex world of wealth management. We operate through an independent structure, which allows us to develop individualized, comprehensive financial plans that are built around our clients’ needs.
Securities offered through Securities America Inc. Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC, an SEC Registered Investment Advisor. 3G Financial, Arbor Point Advisors, and Securities America companies are not affiliated.
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Securites America and its representatives, and Arbor Point Advisors, LLC do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 6960 Orchard Lake Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- 3gfinancial.net
- HQ
- West Bloomfield, Michigan
- Competitors
- Future Benefits Corporation, Gunder Wealth Management, Plan Wisely Wealth Advisors, NextGen Wealth Services, CRNA Financial, a division of The Rosselot Financial Group, Vision Capital Partners, Northern Financial Advisors, Inc., Kremer Associates, Balanced Divorce Solutions, Smart Money Financial, Inc..
3g Financial, Llc Questions
3G Financial, Llc's website is 3gfinancial.net
3G Financial, Llc's LinkedIn profile is https://www.linkedin.com/company/3g-financial
3G Financial, Llc has
3 employees.
View email and phone details for 3
employees at 3G Financial, Llc.
3G Financial, Llc's industry is
Financial Services
3G Financial, Llc's top competitors are
Future Benefits Corporation,
Gunder Wealth Management,
Plan Wisely Wealth Advisors,
Nextgen Wealth Services,
Crna Financial, A Division Of The Rosselot Financial Group,
Vision Capital Partners,
Northern Financial Advisors, Inc.,
Kremer Associates,
Balanced Divorce Solutions,
Smart Money Financial, Inc..
3G Financial, Llc's categories are Financial Services
3G Financial, Llc's founding year is 1998
