?? Is your practice empowering advisors with cutting-edge techniques?
关于我们
Fortis Lux Financial was created with the goal of meeting the needs of financial professionals and creating a top-tier platform for their clients. Being a financial professional is not easy, but it should be rewarding. Our business model provides true flexibility and allows us to operate as an independent organization with an open architecture of products and services. Our team aims to help identify the untapped areas of your business through a collaborative partnership while elevating the client experience. We believe financial companies should be built by an experienced team of financial professionals.
- 网站
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www.fortisluxfinancial.com
Grow with Fortis的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- New York，NY
- 领域
- Financial Planning、Wealth Management、Insurance Protection、Risk Management、Tax Efficient Planning、Estate Planning、Retirement Services、Group Benefits、Generation Wealth Transfer和Business Planning
动态
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???How is your practice staying ahead of the curve? Drive innovation in your practice — connect with us for strategic insights. #TeamFortis #Innovation #financialadvisor #financialplanner #wealthmanagement
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?? Are you ready to expand your service offerings to meet client demands? Explore new revenue opportunities — reach out to our team today. #wealthmanagment #RIA #financialadvisors #financialplanners #TeamFortis
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Ensure your practice’s future with a solid acquisition plan. Let’s discuss how to prepare your practice for acquisition — contact us today. www.fortisluxfinancial.com #TeamFortis #acquisition #successionplanning
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?? Stay ahead of the curve by strategically planning for mergers and acquisitions. Explore your growth options with our team — contact us for tailored strategies. #growthstrategies #financialplanner #financialadvisor #wealthmanagement #TeamFortis
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?? Transitioning your business smoothly requires careful planning and strategic partnerships. Prepare your practice for the future. Contact us today to start your succession planning. #finanicaladvisor #successionplanning
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????We start with one question: Is this the best for our clients? In a busy world where everyone is the CEO of their life??????????, having a one-stop shop for taxes, financial planning, asset management, and insurance can make all the difference. Our goal is to create a team that works harmoniously to provide the highest level of service. Do your financial and tax advisors share the same vision for your success? How can we simplify your life and help you achieve your goals? Let us know! #financialadvisor #TeamFortis #GrowthStrategy #FinancialPlanner
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?? Don't wait for a sudden event to force your hand. Let’s discuss how to protect your practice and ensure a smooth transition for your clients. ?? Ready to secure your future? Contact us today!?????????????????? Source: Investment Executive: Prepare for the Unexpected with a Continuity Plan, June 2020.??#SuccessionPlanning #FinancialAdvisors #TeamFortis
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Sounds like a win-win-win, right? ?? Why wait? Secure your practice's future now. We have the tools and support you need. ??♂? Ready to start planning? Reach out and let’s make your transition smooth and successful. #SuccessionPlanning #FinancialAdvisors #TeamFortis
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?? Kudos to Michael Davila! ?? We are delighted to share that Michael Davila has been named one of the Top Financial Security Professionals Best-In-State by Forbes and SHOOK Research for 2024, ranking at an impressive #36! Michael's protection planning approach has earned him this prestigious recognition. By offering a full suite of services, including life insurance, investments, retirement planning, and estate planning, Michael provides his clients with tailored solutions to secure their financial futures. His deep understanding of the financial landscape and commitment to his clients' goals have made him a trusted advisor to many. This is a testament to Michael's relentless pursuit of excellence and his dedication to enhancing his clients' financial security. We are proud to celebrate this achievement and are excited to witness the continued impact Michael will have on his clients and the industry. Please join us in congratulating Michael Davila on this outstanding accomplishment! ??? #TeamFortis CRN202707-6882214
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