Fisher Investment, 4613 Placepointe Dr, Mason, OH 45040, US

Fortegic is a financial planning firm based in Mason, OH, offering comprehensive strategies and solutions for individuals and businesses. With a team approach and a focus on safeguarding clients' financial futures, they provide personalized planning and execution to protect assets and lay the foundation for long-term success. Fortegic prioritizes building relationships and understanding clients' unique needs, offering educational and specialized experiences. Their services include personal planning, wealth management, and business protection, with a commitment to transparency and tailored financial plans that align with clients' goals and objectives.Generated from the website