5 /5 Edwin del Carpio: My parents told me that you need three people in your pocket (1) a good attorney, (2) a good doctor, and (3) a good CPA. I think a fourth is needed - a good financial advisor, and I must say, working with Fortis Financial Group is an absolute game changer. They show their individualized commitment to you through a personalized service; and, they take the necessary time and effort to analyze my short and long term goals as well as my risk tolerance. Most importantly, they are responsive and I am able to speak with my financial advisory team quickly when I have a question. If my question is complicated, they make sure I feel valued and heard when they answer my questions.
Fortis is nothing short of exceptional, and I highly recommend them if you are looking for an excellent financial advisor.