Fortis Finance reviews

With both our children in college, it was time for us to start thinking through retirement planning. The team at Fortis assisted us in building out a detailed plan, combining and simplifying investments and developing goals for our financial future.

My husband and I started working with Fortis when we moved to Seattle. The team there is professional but still incredibly personable. They manage our portfolio, retirement plans, long term financial planning and even home buying support. …

My parents told me that you need three people in your pocket (1) a good attorney, (2) a good doctor, and (3) a good CPA. I think a fourth is needed – a good financial advisor, and I must say, working with Fortis Financial Group is an …

The team at Fortis has been MORE than helpful in helping our family organize and plan our finances. They have helped us navigate very complex issues, everything from real estate to royalty income, and never miss a beat. They work seamlessly with our other professionals, like our CPA.