Our Story

Fortune Financial Services, Inc. is a premier independent broker dealer located in Monaca, Pennsylvania. For nearly two decades we have been providing financial solutions for our advisors and their clients offering a full compliment of mutual funds, annuities, and other insurance products.

Our goal is to treat our representatives and their clients in a way that is mutually respectful, honest, and friendly. Through the years this commitment has allowed Fortune to build strong relationships with our financial representatives.  Our representatives know they can count on us to provide them the tools necessary to help them build their business.

We also understand that just about every broker dealer offers many of the same products. But what makes Fortune Financial Services stand out is that we still do business the ‘Old Fashion Way.” That is, we have to earn the trust of our representatives every day.

It’s easy to say that we provide top notch service, but this is how we can distinguish ourselves from other broker dealers. 

  • You are an independent – We do not tell you what product to sell or how to run your business.

  • All “New Business” submitted to Fortune by our representatives is reviewed and processed within 24 hours.

  • You have full access to senior management that makes the decisions.

  • We conduct business on a direct application basis with the product provider.

  • We value the insurance producer. 

Fortune Financial Services is able to provide an ideal platform that makes it easy to conduct and grow your business.



3582 Brodhead Road | Suite 202 | Monaca, PA 15061 | Phone: 844.792.2428 or 724.846.2488 | Fax: 724.846.0170