3G Financial, LLC

Gregg R. Fortune, CFP?, CFS, AEP, ChFC(R) is the founder and managing member of 3G Financial with offices in West Bloomfield, MI and Palm Beach Gardens, FL. His firm focuses on offering comprehensive financial planning solutions for a wide variety of clientele. He has formed strategic alliances with respected CPA firms, attorneys and other professionals in the local area to design and manage their client’s financial planning needs. Our goal is to provide a reliable and leading source of direction for individuals, families and business owners in the complex world of wealth management. We operate through an independent structure, which allows us to develop individualized, comprehensive financial plans that are built around our clients’ needs. Securities offered through Securities America Inc. Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC, an SEC Registered Investment Advisor. 3G Financial, Arbor Point Advisors, and Securities America companies are not affiliated. http:/www.finra.org http:/www.sipc.org Securites America and its representatives, and Arbor Point Advisors, LLC do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.

网站

https://www.3gfinancial.net

3G Financial, LLC的外部链接

所属行业

金融服务

规模

2-10 人

总部

West Bloomfield，Michigan

类型

私人持股

创立

1998

领域

Wealth Management、Estate Planning、Financial Planning和Insurance and Risk Assessment