Fortiv, a multi-disciplinary private wealth firm can help you create and implement a comprehensive strategic plan. We are a wealth management firm comprised of professionals with backgrounds and specialties in the areas of investment management, insurance, retirement planning, business planning, estate planning and philanthropic planning. With roots dating back to the establishment of our Orlando office in 1961, we have a proud tradition of customer service excellence.
Securities offered through IP Securities, LLC, da Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, ba Independent Financial Partners (IFP), a Registered Investment Advisor. IF and Fortiv are not affiliated.
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.
IF may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IF Advisors LLC ADV Part 2 for additional information and r
Company Details
- Employees
- 10
- Founded
- -
- Address
- 800 N. Magnolia Avenue,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mpc-wm.com
- Keywords
- Comprehensive Financial Planning, Developing and Managing Investment Plans, Designing Employee Benefit Plans, Planning for Sale or Transition of Business, Managing Risk, Business Development.
- HQ
- Orlando, FL
- Competitors
- Cadence Financial Management, LLC, Coats Financial Planning, Inc., Summit Advisor Solutions, Ruggie Wealth Management, Investment & Insurance Planning Services, LLC, Focus Partners Wealth, Winter Park Wealth Group, Rainey & Randall Wealth Advisors, Inc., WealthWell Solutions, Overall Contractors Group, Inc..
Fortiv Wealth Management Questions
Fortiv Wealth Management's website is mpc-wm.com
Fortiv Wealth Management's LinkedIn profile is https://www.linkedin.com/company/fortiv-wealth-management
Fortiv Wealth Management has
10 employees.
View email and phone details for 10
employees at Fortiv Wealth Management.
Fortiv Wealth Management's industry is
Financial Services
Fortiv Wealth Management's top competitors are
Cadence Financial Management, Llc,
Coats Financial Planning, Inc.,
Summit Advisor Solutions,
Ruggie Wealth Management,
Investment & Insurance Planning Services, Llc,
Focus Partners Wealth,
Winter Park Wealth Group,
Rainey & Randall Wealth Advisors, Inc.,
Wealthwell Solutions,
Overall Contractors Group, Inc..
Fortiv Wealth Management's categories are Financial Services
Fortiv Wealth Management's founding year is 1960
