Fortune Financial
Financial Services
1202 Laurel Oak Rd
5 employees
- Employees
- 5
Fortune Financial Overview
- Headquarters
- 1202 Laurel Oak Rd
- Website
- www.fortunefinancialplanning.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2021
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Jennifer Klekotka | Greater Philadelphia, United States |
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|
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| James Owens, Cfa, Cepa | Investment Strategy - Business Transitions & Exit Planning - Partner @ Fortune Financial |
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