
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+4
At Fortegic, our mission is to make sure that we have prepared and educated our clients so they can make informed decisions regarding their financial well-being. We focus on the client relationship to be intentional and creative in our planning. Our team is skilled in many different areas of the financial industry and work together to create the most appropriate strategy to meet each and every clients needs, wants, and goals for the future. We protect what is most important to you through careful planning and unique solutions. We are a Cincinnati-based independent financial firm with agency roots dating back...
Insurance,financial planning,business planning,disability insurance,college planning,wealth management,asset management,retirement planning,and retirement
Fortegic operates in the Financial services industry.
Fortegic's revenue is 11m - 100m
Fortegic has 11 - 50 employees.
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