Fortune Management Group

Investment Bank/Securities Brokerage - University Place, WA, US

Fortune Management Group Employees
Lana Reeves

Administrative Manager

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Randy Grotem

SVP of Employee Benefits

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William Fan

Fortune Management Promoter

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Fortune Group

Employee Benefits, 401K, Individual Wealth Management

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Fortune Management Group Details

Fortune Management Group brings together years of experience, industry insights and a network of resources to provide our clients with their insurance strategies and investment solutions.Being the premier retirement plan expert in the Pacific Northwest, Fortune Management's core values center around integrity, doing what is ethical and what is right for the customer. Our firm helps you create and maintain a high-quality retirement plan by providing a superior level of plan service for you and ongoing educational support for your participants. Solomon Reeves President of Fortune Management build the firm from the ground up with client focus and complete creativity with the employer and employees well being in mind.Call our office at 253-286-4015, even if it's just a quick question. We look forward to working with you!Securities and advisory services offered through Investacorp Inc.

Fortune Management Group logo, Fortune Management Group contact details
Employees: 20 - 49
HQ: 954-800-5500
Location: University Place, WA, US
Revenue: 1 - 2.5 Million
Benefits 401(k) Insurance Human Resources Medical/Dental Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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