Social
1,643
The Fortis Agency
Our partners founded 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.
Last year we received a wonderful honor at the NAIFA (National Association of Insurance and Financial Advisors) National Apex Convention in Scottsdale, Arizona. We were proud to accept this inaugural award in a room amongst our Industry Leaders and peers and look forward to continuing to live up to the mission of NAIFA: ![]()
![]()
"Empowering financial professionals and consumers through world-class advocacy and education."![]()
![]()
Our partners founded 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. We are thankful for NAIFA-National and NAIFA-New Jersey!
youtu.be
Sponsor for this episode…This episode is brought to you by the National Association of Insurance and Financial Advisors, or NAIFA, the #1 association for p…
It’s time! Registrations are starting to come in for our Fortis Group Foundation 5th Annual Charity Golf Outing. This year 100% of proceeds will benefit Children’s Specialized Hospital Foundation.![]()
![]()
Here’s the link to sign up!:
Fortis Charity Golf Outing – The Fortis Agency
thefortisagency.com
Ultimate Foursome: $3,500 (Includes golf foursome, 4 IV’s, 4 Vehicle Detailings, 4 Fortis Packages, 4 Golf Ready Stretches and an entry to the Golf Relay for your foursome)
Our 5th Annual Fortis Group Foundation Charity Golf Outing is starting to fill up. This year we already have attendees registered from coast to coast! (Seriously people have registered and booked their Airbnb’s!) If you’ve played in our outing before, you know every year gets better than the last. You don’t want to miss out!![]()
![]()
100% of proceeds will benefit The Children’s Specialized Hospital Foundation @childrensspecnj ![]()
And remember, we are now a 501c3!![]()
![]()
A HUGE thank you to the Sponsors who’ve already stepped up 4 months before the event to sponsor! Still sponsorship opportunities available! Click the link in our bio to register and/or sponsor! ![]()
![]()
Our DIAMOND 💎 Sponsor: @autolandtoyota @monte_1980 ![]()
![]()
PLATINUM: @thedalmore @dannunzio_group_inc ![]()
![]()
GOLD: @ryco_fundraising ![]()
![]()
Vendors: @beckwellnesscenternj @ivsbytheseas @ryco_fundraising
Please help us welcome Matt Simon, CFP® to The Fortis Agency!![]()
![]()
Did you know…. there are only 103,223 CFP®s (Certified Financial Planners)? Of those, only 6,595 are under the age of 30. To put it in perspective, there are over 1.3 Million attorneys in the US, of which about 52,000 are under 30 (Shout out to all our attorney friends and clients!)![]()
![]()
Matt Simon, right out of the gates, dedicated his career to financial services, quickly advancing in the profession. Earning his CFP® in his early 20’s puts him in a class of its own. Matt specializes in working with professionals in the Healthcare market, specifically high-earning Medical Device Professionals. We’re thrilled to welcome Matt to our team!!!![]()
![]()
#FinancialPlanning #financialadvisor #FinancialFreedom #FinancialSecurity #FinancialSuccess #certifiedfinancialplanner #fortisfam #fortisstrong
We’re excited for our 2025 Brand Relaunch! Nearly 6 Years Ago we envisioned a better way to deliver independent and unbiased holistic financial strategies to our clients, and other advisors throughout the country. As we propel that mission, and our passion, Fortis deserved a little Refresh! We aim for our Fortis Brand Relaunch to embody our mission(s): "Strength in Financial Strategies" and "Doing Good with Good People"!![]()
![]()
#financialadvisor #financialplanning #FinancialLiteracy #FinancialSuccess #financialindependence #insuranceplanning #dogoodwithgoodpeople #fortisfam #fortisstrong
Join The Fortis Agency would like to invite you to join us in making a positive impact through our 3rd Annual Networking Coat Drive. Come out and network with us while helping support The Salvation Army by donating a coat. Link to register in Bio
Last night The Attorney Advisory Group sponsored the ECBA Young Lawyers Section Devils Hockey night and happy hour! ![]()
![]()
@njdevils @ecbanj #attorneyadvisor #youngattorney #financialwellness @katejimerson_ @mikeyvons @s_kuchinski_
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.