Fortegic Information
Contact top employees from
Fortegic
Summary
At Fortegic, our mission is to make sure that we have prepared and educated our clients so they can make informed decisions regarding their financial well-being. We focus on the client relationship to...Show more
Organization Website | fortegic.com |
Social Links |  |
Phone Number | 5137941095 |
Industries | |
Headquarters Location | 8460 Duke Blvd, Mason, Ohio, 45040 US |
Employees Size | 10-50 employees |
Specialties | Insurance, Financial Planning, Business Planning, Disability Insurance, College Planning, Wealth Management, Asset Management, Retirement Planning, Retirement |
Founded | 2009 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| - | Privately Held | 10-50 | - | $- | |
| 2016 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Fortegic shows a diverse range of experience levels:
8% for 1–2 years12% for 3–4 years12% for 5–7 years15% for 8–10 years54% have over 11 years of service at FortegicContact top employees from
Fortegic
Lonn Harkey
Financial Services
LARRY POLEYEFF
Life Insurance Agent
Brad Smith
Financial Professional
Phil Poggi
Financial Consigliere | Strategic Retirement Income Planner | Legacy & Wealth Protection
Nakemon Williams
Financial Services Representative
Matthew McCormick
Advisor
Greg Henry
Retirement Planner
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FAQ
Fortegic operates in the Finance industries. More details can be found on the official website: fortegic.com.
The headquarters of Fortegic are located in Mason, United States.
You can contact Fortegic by phone at 5137941095.
Fortegic currently employs 10-50 people.
Well-known competitors of Fortegic include Northstar Wealth Partners and One2One Wealth Strategies.
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