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Fiduciary Disclosure For Qualified Plans

Fortune Financial Services requires a higher standard of care for advice given on qualified retirement investments. Our representatives are held to the Impartial Conduct Standards, which has three requirements:

  • Advice is in the best interest of the customer
  • Compensation is reasonable
  • Statements about investment transactions, compensation and conflicts of interest are not misleading
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3582 Brodhead Road | Suite 202 | Monaca, PA 15061 | Phone: 844.792.2428 or 724.846.2488 | Fax: 724.846.0170