Fortress Financial Services, LLC is a highly ethical and fiduciary-focused financial services firm based in Los Angeles, CA. With a team of 175 partners and 463 advisors, they provide personalized wealth management services for individuals, trusts, and small businesses. Recognized as the Partner of the Year by United Planners home office in 2021, Fortress Financial Services is known for its client-centric approach, placing the needs of their clients first and maintaining a culture of compliance.
They offer a range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of passionate and compassionate professionals work collaboratively to help clients achieve their financial goals. With a commitment to the financial services industry and a focus on client satisfaction, Fortress Financial Services is a trusted partner for individuals and businesses seeking personalized wealth management solutions.
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