Fortitude Investment Group 417 East Main Street, Port Jefferson, NY 11777
About the Business
Fortitude Investment Group is a finance institution located at 417 East Main Street, Port Jefferson, New York, United States. They believe in helping clients achieve their personal, professional, and financial goals by providing comprehensive financial planning services. Their team is committed to earning client relationships every day by investing time and expertise selflessly. They offer services in financial planning to address every phase of a client's financial life. Potential clients are invited to spend an hour discussing their financial goals with an investment professional. The institution values transparency and encourages clients to check the background of their investment professionals on FINRA's BrokerCheck. They provide educational information on investments, but advise clients to consult with a professional regarding their individual circumstances. Securities are offered through Concorde Investment Services, LLC, and advisory services through Concorde Asset Management, LLC. Fortitude Investment Group is independent of CIS, CAM, and CIA. Investors are advised to carefully consider the risks and charges of variable annuities before investing. The institution emphasizes that investment returns and principal value are not guaranteed, and product guarantees are based on the claims-paying ability of the issuing company.
Location & Phone number
417 E Main St #300, Port Jefferson, NY 11777, United States
Hours open
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I recently sold some property and I needed a way to protect my equity. I met with Jeff and Dan several times and after speaking with them I decided to go into a DST. A The staff at Fortitude especially Roy and Amy helped me with all of the paper work and they made it a very pleasant experience. I would highly recommend them to anyone who might need a way to protect their equity from taxes."
"I have been doing business with Roy Pfleger and Dan Raupp for about 5 years. They are on top of my investments, use secure methods of communications, and offer more options than most financial planners. Most importantly, I'm making money with them."
"Roy is very helpful in setting up an account. They welcome all for investment strategies, Great job"
"Roy Pfleger is a consummate professional. In a financial services representative the two qualities I require are knowledge and trust. He understands both long and short term strategy and how to tailor that to you and your goals. Roy's extensive background and experience give him a handle on investments across the board. Highly recommended to everyone I know."
"Roy and the rest of the team over at Fortitude Investment Group are fantastic advisors. They really care about their clients and will help you develop an investment plan specifically tailored to your particular life situation and goals. I highly recommend their services!"
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