At Fortegic, our mission is to make sure that we have prepared and educated our clients so they can make informed decisions regarding their financial well-being. We focus on the client relationship to be intentional and creative in our planning. Our team is skilled in many different areas of the financial industry and work together to create the most appropriate strategy to meet each and every client’s needs, wants, and goals for the future. We protect what is most important to you through careful planning and unique solutions.
We are a Cincinnati-based independent financial firm with agency roots dating back to 1927. Current President and General Agent, Joe Clark, took over the agency in 2009 and shifted focus to a holistic, independent firm model.
Company Details
- Employees
- 23
- Founded
- -
- Address
- 8460 Duke Blvd, Mason,ohio 45040,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ifnmidwest.com
- Keywords
- Insurance, Financial Planning, Business Planning, Disability Insurance, College Planning, Wealth Management, Asset Management, Retirement Planning, Retirement.
- HQ
- Mason, Ohio
Fortegic Questions
Fortegic's website is ifnmidwest.com
Fortegic's LinkedIn profile is https://www.linkedin.com/company/fortegic
Fortegic has
23 employees.
View email and phone details for 23
employees at Fortegic.
Fortegic's industry is
Financial Services
Fortegic's top competitors are
Blue Star,
Wooster Motor Ways,
Kipp & Christian, P.c.,
Apex 72,
Inverse Technology Solutions,
Atricure, Inc.,
Puma Group,
Ameritas,
Revelance,
Benchmark Wealth Management.
Fortegic's categories are Financial Services
Fortegic's founding year is 2009
