Your Life is Complex. We’re Here to Help Simplify it with Financial Planning!
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.
Compare Fortis Lux Financial with 3 companies in Financial-Services
| Comparison Field |
Fortis Lux FinancialMain Company |
COR Financial Partne...View Profile |
Capital Wealth Advis...View Profile |
Moore FinancialView Profile |
|---|---|---|---|---|
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Founded Year
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— | 2015 | 2004 | 1976 |
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Company Size
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— | 51-200 | 51-200 | 2-10 |
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City
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New York, NY | San Diego, California | Naples, FL | Frederick, Maryland |
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Country
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United States | United States | United States | United States |
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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
|
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