Fortune Financial
Company

Fortune Financial

Financial Services 1202 Laurel Oak Rd 5 employees
Employees
5

Fortune Financial Overview

Headquarters
1202 Laurel Oak Rd
Industry
Financial Services
Employees
5
Founded
2021
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Fortune Financial

"Help people first, make money second." Our commitment to provide the highest level of personal and fiduciary care begins with a promise our founder made to his father before entering the financial services business. We function as a complete resource for all types of financial questions and concerns in your life. Our approach is honest and direct, and our advice is independent and unbiased. We use a system of goal achievement through accountability to help with implementing and monitoring recommendations. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC..

Fortune Financial Contact Details

People in AeroLeads
2

Fortune Financial Org Chart

Sample employees and titles
Name Title Contact
Jennifer Klekotka
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James Owens, Cfa, Cepa Investment Strategy - Business Transitions & Exit Planning - Partner @ Fortune Financial
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