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Business Profile

Financial Planning Consultants

Fortress Financial Solutions, LLC
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BBB Accredited BusinessA+Rated by BBB
Visit Website(520) 751-8600Write a Review

About

Overview

Fortress Financial Solutions, LLC

4640 E Sunrise Dr Ste 211

Tucson, AZ 85718-4576

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BBB Accreditation & Rating

Fortress Financial Solutions, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Fortress Financial Solutions provides financial services, including financial advice, financial planning, investment management, and business solutions. The company assists clients with income planning, cash flow management, retirement planning, asset protection, and tax mitigation strategies.

BBB Accredited Since: 5/31/2007

Years in Business: 25

Products and Services

Advanced Tax Savings, Asset and Liability Management, Asset Protection, Business Asset Protection, Business Solutions, Cash Flow Planning, Charitable Planning, Comprehensive Financial Planning, Debt Planning, Educational Planning, Exit Planning, Family Finances, Financial Advice, Financial Planning, Focused Financial Planning, Goal Planning, Impact Investing, Income Bridge, Income Planning, Investment Management, Key Talent Incentive Strategies, Real Estate Planning, Retirement Planning, Retirement Plans, Risk Management, Savings Planning, Social Security Benefit Planning, Structuring Acquisitions, Succession Planning, Tax Free Incubator, Tax Mitigation Planning

Business Details

Local BBB:
BBB Serving Southern Arizona
BBB File Opened:
5/31/2007
Business Started:
11/15/2000
Business Incorporated:
11/15/2000
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Adam Amante, Manager
Mr. David Amante, Investment Representative
Mr. Christopher Lopez

Additional Contact Information

Principal Contacts
Mr. Adam Amante, Manager
Customer Contacts
Mr. Adam Amante, Manager
Fax numbers
Primary Fax: (520) 795-2212
Additional Phone Numbers
Other Phone: (520) 990-5000
Social Media

Additional Information

Other Resources
Arizona Department of Insurance
2910 N 44th St Ste 210
Phoenix AZ 85018
Phone Number: (800) 325-2548
https://insurance.az.gov
AZ Corporation Commission - Securities
1300 W Washington
Phoenix AZ 85007
Phone Number: (866) 837-4399
www.cc.state.az.us/Divisions/Securities
[email protected]
Business Categories
Financial Planning Consultants, Financial Services, Tax Consultant, Investment Advisory Services, Investment Management

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