- Estate Planning
- Financial Planning
- Retirement Planning
- Investment Management
- Certified Financial Planner (CFP)
Why choose this provider?
Fortis Financial Group is an independent, fiduciary financial advisory firm in the Pacific Northwest that provides financial planning solutions to people in Auburn. Its team of wealth management professionals is composed of CFPs, CFAs, and CPAs, providing clients with direct access to the company's financial group. Its consultants offer financial planning, scenario analysis, institutional-level investment insights, and tax advice across financial management areas to help technology professionals manage and grow their portfolios. Fortis’ mission is to enrich customers' lives through financial security and freedom.
Investment Adviser Public Disclosure Database, SEC