Fortress Financial Group, LLC

EST. AUM
$352,305,589

CONTACTS
6

CLIENT ACCOUNTS
958

Firm Details

Metro area Rochester
CRD Number 315329
Website fortressfg.net
Client types

Overview

Fortress Financial Group, LLC is a fee-only registered investment advisor (RIA) based in Rochester, Minnesota. The firm provides fiduciary financial guidance and comprehensive wealth management services, primarily focusing on individuals approaching or currently in retirement. A significant portion of the firm's expertise is dedicated to assisting employees of the Mayo Clinic in navigating their specific benefits and retirement structures.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Fortress Financial Group, LLC

Platform Details

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