This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Fortitude Investment Group
- Financial Services
- Port Jefferson, NY
About this business
As an independent branch office of Concorde Investment Services, LLC, Fortitude Investment Group has access to a wide range of financial products and services for individuals and business owners, including mutual funds, managed accounts, stocks, real estate, insurance, energy products, fixed income products and alternative investments. Our office specializes in providing the following financial services: Tax-aware investment strategies, Investment management, Retirement planning strategies, Estate conservation, Wealth Manage... read more
Location details
417 E Main St Suite 300, Ste 300, Port Jefferson, NY, 11777, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have only made money with them. They always make me feel like I am a priority.
Roy is very helpful in setting up an account. They welcome all for investment strategies, Great job
I recently sold some property and I needed a way to protect my equity. I met with Jeff and Dan several times and after speaking with them I decided to go into a DST. A The staff at Fortitude especially Roy and Amy helped me with all of the paper work and they made it a very pleasant experience. I would highly recommend them to anyone who might need a way to protect their equity from taxes.
Roy Pfleger is a consummate professional. In a financial services representative the two qualities I require are knowledge and trust. He understands both long and short term strategy and how to tailor that to you and your goals. Roy's extensive background and experience give him a handle on investments across the board. Highly recommended to everyone I know.
Roy and the rest of the team over at Fortitude Investment Group are fantastic advisors. They really care about their clients and will help you develop an investment plan specifically tailored to your particular life situation and goals. I highly recommend their services!
Frequently asked questions about Fortitude Investment Group
How is Fortitude Investment Group rated?
Fortitude Investment Group has a 5 star rating with 6 reviews.
When is Fortitude Investment Group open?
Fortitude Investment Group is closed now. It will open at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com