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Fortress Financial - 401K Rollover, 403B Rollover, IRA Rollover Specialists
200 Motor Parkway, Hauppauge, New York, United States
About the Fortress Financial - 401K Rollover, 403B Rollover, IRA Rollover Specialists
Fortress Financial is a leading finance institution specializing in 401K rollovers, 403B rollovers, and IRA rollovers. Located at 200 Motor Parkway in Hauppauge, New York, United States, our team of specialists are dedicated to helping individuals navigate the complexities of retirement planning and investment management. With a focus on personalized service and expert advice, we strive to help our clients achieve their financial goals and secure a stable future. Trust Fortress Financial for all your rollover needs and let us guide you towards a secure and prosperous retirement.
Photos of Fortress Financial - 401K Rollover, 403B Rollover, IRA Rollover Specialists
200 Motor Pkwy a5, Hauppauge, NY 11788, United States
Opening hours of Fortress Financial - 401K Rollover, 403B Rollover, IRA Rollover Specialists
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Fortress Financial - 401K Rollover, 403B Rollover, IRA Rollover Specialists
"My husband and I have been working with Ward Brickner for over 20 years. Unfortunately, I became a widow-thanks to COVID and Ward has been by my side in helping me understand my finances every step of the way. My husband's trust and confidence is not easy to get, but he was certainly right about Ward. I'm grateful and blessed to have this relationship to help me through a very difficult time. It would have been impossible for me to get through this without Ward's expertise and support. Many thanks to Fortress Financial, and Ward Brickner."
"Ward Brickner has treated me from the beginning of our relationship like an important wealthy person even when I was a single hungry artist. When I married Tom, Tom and he would speak frequently for probably a couple of years before Tom decided to trust Ward's obvious knowledge and financial acumen with his finances. We have both been highly impressed with his character, personal integrity, and patient explanations of investment strategies from which we have profited enormously. Our relationship has been a source of much pleasure in a multitude of ways and we recommend him highly to anyone needing his services."
"Ward is a pleasure to work with. His enthusiasm to discuss the how’s and why’s of the stock market plus his knowledge of the issues, the pros and cons of various stocks or bundles makes him very valuable. He’s a great navigator for all things stock market."
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