Fortegic

www.fortegic.com

At Fortegic, our mission to make sure that we have prepared and educated our clients so they can make informed decisions regarding their financial well-being. We focus on the client relationship to be intentional and creative in our planning. Our team is skilled in many different areas of the financial industry and work together to create the most appropriate strategy to meet each and every client’s needs, wants, and goals for their future. We protect what is most important to you through careful planning and unique solutions. We are a Cincinnati-based independent financial firm with agency roots dating back to 1927. Current President and General Agent, Joe Clark, took over the agency in 2009 and shifted focus to a wholistic, independent firm model. *Bradford Smith offers products and services using the following business names: Fortegic – Insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Fortegic. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

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At Fortegic, our mission to make sure that we have prepared and educated our clients so they can make informed decisions regarding their financial well-being. We focus on the client relationship to be intentional and creative in our planning. Our team is skilled in many different areas of the financial industry and work together to create the most appropriate strategy to meet each and every client’s needs, wants, and goals for their future. We protect what is most important to you through careful planning and unique solutions. We are a Cincinnati-based independent financial firm with agency roots dating back to 1927. Current President and General Agent, Joe Clark, took over the agency in 2009 and shifted focus to a wholistic, independent firm model. *Bradford Smith offers products and services using the following business names: Fortegic – Insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Fortegic. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

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Country

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State

Ohio

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City (Headquarters)

Mason

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Employees

11-50

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Founded

2009

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Social

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Potential Decision Makers

  • Director of Business Relations

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Management Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Other

    Email ****** @****.com
    Phone (***) ****-****
  • Assistant General Agent / Fortegic

    Email ****** @****.com
    Phone (***) ****-****

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