Fortis Lux Financial

Fortis Lux Financial

Financial-Services

New York, NY
United States
Company Tagline

Your Life is Complex. We’re Here to Help Simplify it with Financial Planning!

Industry Category
Financial-Services
Company Description

Fortis Lux Financial is a leading financial services provider committed to simplifying the complexities of financial planning for its clients. With a dedication to creative thinking and a holistic approach, Fortis Lux Financial aims to transform financial imagination into actionable strategies, ensuring clients achieve their financial goals.

Located at 420 Lexington Ave, 25th Floor, Suite 2510, New York, NY 10170, US, Fortis Lux Financial prides itself on offering personalized experiences, solving problems, and identifying opportunities for each client. Additionally, Fortis Lux Financial has offices at 324 S Service Rd, Suite 300, Melville, New York 11747, US and 120 White Plains Rd, Suite 601, Tarrytown, New York 10591, US. By assigning dedicated teams and fostering a family-office atmosphere, Fortis Lux Financial ensures a personal touch in all its services.

Fortis Lux Financial specializes in long-term care, estate planning, disability income insurance, wealth management, and various investments. Fortis Lux Financial also provides comprehensive financial planning, wealth accumulation, protection strategies, and life insurance options. Fortis Lux Financial is dedicated to helping clients use their resources effectively to achieve their financial aspirations. We invite the management of Fortis Lux Financial to create a customized and exclusive company showcase and product listing on our platform.

Fortis Lux Financial est un fournisseur de services financiers de premier plan, déterminé à simplifier les complexités de la planification financière pour ses clients. Avec un engagement envers la pensée créative et une approche holistique, Fortis Lux Financial vise à transformer l'imagination financière en stratégies réalisables, garantissant ainsi à ses clients d'atteindre leurs objectifs financiers.

Situé au 420 Lexington Ave, 25th Floor, Suite 2510, New York, NY 10170, US, Fortis Lux Financial est fier d'offrir des expériences personnalisées, de résoudre les problèmes et d'identifier les opportunités pour chaque client. De plus, Fortis Lux Financial possède des bureaux au 324 S Service Rd, Suite 300, Melville, New York 11747, US et au 120 White Plains Rd, Suite 601, Tarrytown, New York 10591, US. En affectant des équipes dédiées et en favorisant une ambiance de bureau familial, Fortis Lux Financial assure une touche personnelle dans tous ses services.

Fortis Lux Financial se spécialise dans les soins de longue durée, la planification successorale, l'assurance invalidité, la gestion de patrimoine et divers investissements. Fortis Lux Financial propose également une planification financière complète, une accumulation de richesse, des stratégies de protection et des options d'assurance-vie. Fortis Lux Financial se consacre à aider ses clients à utiliser efficacement leurs ressources pour atteindre leurs aspirations financières. Nous invitons la direction de Fortis Lux Financial à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Brian Gaine Jaime Kobin CFP® John Keohane Caren Sgarlato

Compare Companies Side by Side

Compare Fortis Lux Financial with 3 companies in Financial-Services

4 Companies
Comparison Field
Fortis Lux Financial
Fortis Lux Financial
Main Company
COR Financial Partners
COR Financial Partne...
View Profile
Capital Wealth Advisors
Capital Wealth Advis...
View Profile
Moore Financial
Moore Financial
View Profile
Founded Year
2015 2004 1976
Company Size
51-200 51-200 2-10
City
New York, NY San Diego, California Naples, FL Frederick, Maryland
Country
United States United States United States United States
Skills & Keywords Comparing with main company
11 Total Skills
Financial Planning Wealth Management Estate Planning Investments Insurance Financial Services Wealth Accumulation Long-Term Care Disability Income Insurance Protection Strategies Life Insurance
7 Total 7 Unique
Unique Skills:
Annuities Business Development Financial Advisory Leadership Long Term Care Marketing +1
13 Total 13 Unique
Unique Skills:
Annuities Asset & Estate Mapping Asset Protection Disability Insurance Estate & Legacy Planning Estate Transfer Strategies +7
15 Total 15 Unique
Unique Skills:
401(k) Planning Annuities Bonds Education Planning ETFs IRA Strategies +9
4
Total Companies
1976
Oldest Founded
1
Countries
43
Unique Skills

Similar Companies

Other organizations in the same industry

Wise Capital Partners
Financial-Services

Healthy, Wealthy & Wise!

Houston, Texas
United States
Werte Invest Family Office GmbH
Financial-Services
Köln, North Rhine-We...
Germany
GSX Group Limited
Financial-Services
Gibraltar, Gibraltar
Gibraltar
SATYA MicroCapital Limited
Financial-Services

To be a catalyst for the socio-economic upliftment & economic empowerment of 10 million households b...

New Delhi, Delhi
India

Alternative Company Names

This company is also known as

Fortis Lux Financial 富通力仕金融 फोर्टिस लक्स फाइनेंसियल فورتيس لوكس فاينانشال Фортис Люкс Финансиал