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Whether you are an individual interested in meeting your financial goals, or an advisor ready to work with a team that will support you, we’d love to talk!
Someone will respond within 24 hours to your message. We look forward to helping you!
Hours
8am – 6pm Monday – Friday
Feel free to give us a call at off hours. If someone is available, we’ll be happy to connect. If not, we’ll get back to you!
Call us
732-447-2925
Feel free to give us a call at off hours. If someone is available, we’ll be happy to connect. If not, we’ll get back to you!
Useful info
Scheduling a meeting ahead of time is the best way to ensure someone will be available to help meet your needs!
About us
Our partners met at a previous firm in 2012. After successful careers, they decided to create a firm to better serve clients and advisors. Fortis means “strong”. The Fortis Agency delivers strong financial strategies to clients and advisors.
Our mission
Our partners found The Fortis Agency with a two-fold mission. First, is to bring the highest quality financial products and strategies to our clients. Second, is to empower financial advisors and brokers around the country to do the same. Our goal is to do good with good people.