Broker Check

Community Involvement

Beyond Business: Our Commitment to Giving Back

At Fortune Financial, we believe that purpose is just as important as profit. Our commitment to the community goes beyond financial services; we make a conscious effort to actively engage and give back to the community that supports us. By dedicating our time and resources to community engagement efforts, we aim to enhance the quality of life in our local surroundings by dedicating our time and resources to community engagement efforts.

It’s Our Job to Help Others

For over 20 years, Fortune Financial has enriched lives through the financial services we provide: insurance, investments and retirement strategies. With entrusted client assets exceeding $2 billion, as of Dec 2021, the families in our surrounding communities count on us to help them pursue long-term financial confidence. We gladly accept this responsibility, protecting our neighbors and helping them prosper.

Supporting the Community with Our Charitable Fund

We extend our work to the greater community through our Charitable Fund which was established to promote, sustain and administer the charitable efforts of our associates and clients. To learn more, please call 952.908.2500. We look forward to hearing from you.

Have a Question?

Thank you!
Oops!

*The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.

Our Approach

Our commitment to integrity and personalized service, supported by a proven track record of success, enables us to build lasting trust and forge true, lifelong friendships.

Discover Our Approach

Our Team

With over 30 years of experience in financial planning, our team will provide you with a proactive service that helps you move closer to your financial goals.

Meet The Team

Contact Us

Looking for a financial advisor who takes an active role in every decision that impacts you? Let's begin your journey.

Contact Us Today