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Business Profile

Financial Planning Consultants

Fortegic
BBB Accredited BusinessA+Rated by BBB
Visit Website(513) 794-1095Email BusinessWrite a Review

About

Overview

Fortegic

8460 Duke Blvd Unit 101

Ste 101

Mason, OH 45040-3111

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Find a Location

Fortegic has 3 locations, listed below.

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    • Fortegic

      8460 Duke Blvd Unit 101 Ste 101 Mason, OH 45040-3111

      BBB accredited business seal

    • Fortegic

      5325 Deerfield Blvd Mason, OH 45040-2511

      BBB accredited business seal

    • Fortegic

      5155 Financial Way Ste 5 Mason, OH 45040-0055

      BBB accredited business seal

    BBB Accreditation & Rating

    Fortegic is BBB Accredited.

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

    Why choose a BBB Accredited Business?

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    About This Business

    Integrated Financial Network in Mason, OH offers financial planning services.

    BBB Accredited Since: 2/15/2012

    Years in Business: 18

    Products and Services

    Annuities, Business Insurance Planning, Business Succession Planning, Buy/Sell Agreements, Disability Income Insurance, Estate Organization, Estate Planning, Group Health Benefits, Group Retirement Services, Individual Medicare Insurance, Key Person Insurance, Life Insurance, Roth IRA, Section 529 Plans, SEP Profit Sharing Plans, Simple IRA, Social Security Retirement Services

    Business Details

    Local BBB:
    BBB Cincinnati
    BBB File Opened:
    2/3/2012
    Business Started:
    1/1/2008
    Business Incorporated:
    6/18/2009
    Type of Entity:
    Corporation
    Business Management:
    Mr. Joe Clark, President

    Additional Contact Information

    Principal Contacts
    Mr. Joe Clark, President
    Customer Contacts
    Mr. Joe Clark, President
    Fax numbers
    Primary Fax: (513) 794-1096
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    BBB records show a license number of 4160089 for this business, issued by FINRA

    FINRA

    1735 K Street, NW

    Washington DC 20006

    301-5906500Website

    Additional Information

    Other Resources
    BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.

    Bureau of Financial Institutions
    122 Northern Avenue
    Gardener ME 04345
    Fax Number: 207-624-8590
    http://www.mainebankingreg.org
    Business Categories
    Financial Planning Consultants, Insurance Services Office

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