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Financial Advisor in Jacksonville Beach, FL
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Claim this listing5.0 on Google from 4 reviews · Read on Google
Recent Google reviews
Great team, very thorough.
Financial Advisor
320 1st Street North, Jacksonville Beach
The Fortress Wealth team of Mike and Dalton did a fantastic job of addressing the topics I submitted as well as preparing a very thorough semi-annual progress review. Comparison of the 529 Plan and TrumpAccounts.gov was very educational, as was the very informative RMD discussion. Top notch organization in every way! I would highly recommend to anyone considering the use of a Financial Advisor. The benefits are immediate.
Very knowledgeable and professional.
I recently began working with Fortress Wealth Planning and have been extremely impressed with the level of professionalism, expertise and personal attention I have received. They have taken the time to truly understand my financial goals, priorities, and long-term objectives, while providing thoughtful and strategic guidance tailored to my individual needs. Their knowledge, responsiveness, and ability to clearly explain complex financial matters have given me a tremendous amount of confidence in the planning process. I am very pleased with my decision to work with FWP and especially grateful for the guidance Mike and Dalton have provided. I would highly recommend them to anyone seeking sophisticated, personalized, and professional wealth and financial planning services.
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