Fortis Financial Group - Bellevue (WA)

5 /5 Sara Catherine Neal: My husband and I started working with Fortis when we moved to Seattle. The team there is professional but still incredibly personable. They manage our portfolio, retirement plans, long term financial planning and even home buying support. The piece of mind they provide cant be quantified. Couldnt be happier with our decision to work with them!

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.

5 /5 alison bockus: I feel very much like theyre always on our team. Some people that handle investments just ride and forget about you, but I feel like theyre always looking for the best thing for us all the time. What I like best is that they provide a personalized approach and are super transparent. They work hand-in-hand with our tax accountant so if there’s a question about something like interest or rates, they just figure it out. It makes things so much easier for us Their accessibility and amazing team make them a perfect partner to manage all of our financial investments.

5 /5 Craig: With both our children in college, it was time for us to start thinking through retirement planning. The team at Fortis assisted us in building out a detailed plan, combining and simplifying investments and developing goals for our financial future.

5 /5 Drew G: The team at Fortis has been MORE than helpful in helping our family organize and plan our finances. They have helped us navigate very complex issues, everything from real estate to royalty income, and never miss a beat. They work seamlessly with our other professionals, like our CPA.