Fortis Financial Group Company Profile, Contacts & Intelligence

Financial ServicesBellevue, Washington, United States20 employeesFounded 2014
3 contacts with email or phone data3 with email data1 with phone data
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Employees
20
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts

Fortis Financial Group Overview

Fortis Financial Group is a financial planning and wealth management firm that empowers and educates our clients to grow and protect their wealth. We strive to build lasting relationships with business owners and successful families who want to work with advisors who listen and help them solve problems specific to them. At Fortis, doing the right thing for our clients is our top priority. This means we operate with the following value system: 1) TRANSPARENCY: We believe in being totally transparent about our fees and the investments we hold in our clients' portfolios and why we hold them. 2) EDUCATION AND EMPOWERMENT: We believe clients don't want to be told what to do, they want to learn to take control of their own financial situation to grow and protect their wealth. We believe in educating and empowering clients to take responsibility for their own financial situation as this results in more sustainable and predictable outcomes. 3) VALUE: We don't believe in overpaying for anything. We don't think our clients should either. Whether it is specific stocks, or our planning services, we want our clients to feel they are getting a good value for what they pay. We believe in constantly innovating new ways to add value to our clients and will continue adding services and technology to our business to increase value to our clients. Fortis is an SEC registered investment advisor.

Headquarters
Bellevue, Washington, United States
Website
www.fortis.capital
Industry
Financial Services
Founded
2014
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Investment Management Value Investments Special Situations Companies with Complex Accounting Crypto Digital Assets Wealth Management Financial Planning Life Insurance Hedge Funds

Fortis Financial Group Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.

Fortis Financial Group People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Christine Larouche
Financial Consultant
E
A
Aj Skurdal
Senior Financial Advisor at Fortis Capital Management, Llc
J
James Rudolf
Managing Partner, Wealth Advisor
EP
M
Mike Boroughs, Cfa, Cpa
President and Chief Investment Officer - We Help You Grow Wealth, Reduce Taxes, Gain Financial Clarity, and Plan Your Legacy.
E

Fortis Financial Group Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
2
Executive
1
Senior / Lead
1

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