Fortune Financial Group

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

800 Roosevelt Rd Ste B104, Glen Ellyn, I...

Phone Number

(630) 942-9007

Revenue

<$5 Million

Industry

Finance Securities Trading

About Fortune Financial Group

Fortune Financial Group specializes in providing comprehensive financial planning services, focusing on retirement strategies and personal financial growth. Their team of Certified Financial Planners is dedicated to putting clients' needs first, offering objective advice and personalized coaching. The firm aims to empower individuals, including ambitious professionals and business owners, to achieve financial freedom through strategic investment and tax-efficient planning. With a commitment to education and relationship-building, Fortune Financial Group helps clients navigate their financial journeys with confidence.Explore more
Fortune Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Fortune Financial Group Org Chart

Bradley Rosley, CFP and Chief Executive Officer at Fortune Financial Group
United States flag for contact location.

CFP and Chief Executive Officer

PhoneEmail
BJ
United States flag for contact location.

Director, Marketing

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fortune Financial Group

<$5M
11-50
Private
-
1996
Bradley Rosley, CFP and Chief Executive Officer at Fortune Financial Group
Bradley RosleyCFP and CEO
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
11-50
Private
<$5M
1990
KP
Kerry PoormanDirector, Operations
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
Illustration of an envelope

Fortune Financial Group Tech Stack

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Frequently Asked Questions Regarding Fortune Financial Group

What is Fortune Financial Group's official website?
Fortune Financial Group's official website is www.fortunefinancialgroup.com
What is Fortune Financial Group's Revenue?
Fortune Financial Group's revenue is <$5 Million
What is Fortune Financial Group's SIC code?
Fortune Financial Group's SIC: 62,628
What is Fortune Financial Group's NAICS code?
Fortune Financial Group's NAICS: 52,523
How many employees does Fortune Financial Group have?
Fortune Financial Group has 11-50 employees
What industry does Fortune Financial Group belong to?
Fortune Financial Group is in the industry of: Finance, Securities Trading
What is Fortune Financial Group competition?
Fortune Financial Group top competitors include: Westex Investment Services, Sharkey Howes & Javer, Norris Financial Group
What technology does Fortune Financial Group use?
Some of the popular technologies that Fortune Financial Group uses are: WordPress.org, PHP, Smarsh, Acuity Scheduling
How do I contact Fortune Financial Group?
Fortune Financial Group contact info: Phone number: (630) 942-9007 Website: www.fortunefinancialgroup.com
What does Fortune Financial Group do?

Fortune Financial Group specializes in providing comprehensive financial planning services, focusing on retirement strategies and personal financial growth. Their team of Certified Financial Planners is dedicated to putting clients' needs first, offering objective advice and personalized coaching. The firm aims to empower individuals, including amb... itious professionals and business owners, to achieve financial freedom through strategic investment and tax-efficient planning. With a commitment to education and relationship-building, Fortune Financial Group helps clients navigate their financial journeys with confidence.Read More

What are Fortune Financial Group social media links?
Fortune Financial Group Linkedin page Fortune Financial Group Twitter page Fortune Financial Group Facebook page
Is Fortune Financial Group a public company?
Fortune Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Fortune Financial Group

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