Forta Financial Group IncFormerly Presidential Brokerage

  • Financial Services
  • Greenwood Village CO
  • 22 employees
  • Financial Services
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Company Overview

Headquarters
5445 DTC Parkway Suite 1100, Greenwood Village CO
Website
presidentialwm.com
Phone
(303) 694-1600
Employees
22
Founded in
1991
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$7B

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Who is Forta Financial Group IncFormerly Presidential Brokerage

Forta Financial Group Inc., formerly Presidential Brokerage, is a company based in Greenwood Village, Colorado. The company employs 22 people and generates an annual revenue of $7.4 million. Presidential Wealth Management offers financial advisory services to individuals, families, and business owners. Their advisors specialize in creating customized wealth management programs and retirement plans, taking into account each client's unique financial situation, goals, and values. They aim to provide personalized and caring guidance, helping clients navigate complex financial issues with clarity and confidence. Presidential Wealth Management differentiates itself through its commitment to client education and community involvement. They offer free, no-obligation workshops to demystify financial concepts and empower individuals and businesses with financial knowledge. For inquiries or to learn more about their services, contact Cory Davern at 303-694-1600 or [email protected]. Additional information is available on their website: presidentialwm.com.

Forta Financial Group IncFormerly Presidential Brokerage Industry Tags

Retirement Planning
Financial Planning
Full Service Brokerage
Educational Workshops
Wealth Management
Succession Planning
Financial Services
Solutions for Businesses
Financial Advisory Services
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Forta Financial Group IncFormerly Presidential Brokerage Tech Stack

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FAQ

What is the location of Forta Financial Group IncFormerly Presidential Brokerage's headquarters?
The headquarters of Forta Financial Group IncFormerly Presidential Brokerage are situated at 5445 DTC Parkway Suite 1100, Greenwood Village CO
What is Forta Financial Group IncFormerly Presidential Brokerage's phone number?
Forta Financial Group IncFormerly Presidential Brokerage's contact number is (303) 694-1600.
What is Forta Financial Group IncFormerly Presidential Brokerage's official website?
The official website of Forta Financial Group IncFormerly Presidential Brokerage can be found at presidentialwm.com.
What is Forta Financial Group IncFormerly Presidential Brokerage's current revenue?
As of May 2020, Forta Financial Group IncFormerly Presidential Brokerage's annual revenue reached $7B.
How many employees does Forta Financial Group IncFormerly Presidential Brokerage currently have?
Forta Financial Group IncFormerly Presidential Brokerage employs approximately 22+ people as of May 2020
Which industries is Forta Financial Group IncFormerly Presidential Brokerage primarily operating in?
Forta Financial Group IncFormerly Presidential Brokerage operates in the following industries: Finance, Credit
What are Forta Financial Group IncFormerly Presidential Brokerage's industry tags?
Forta Financial Group IncFormerly Presidential Brokerage's industry tags include: Retirement Planning, Financial Planning, Full Service Brokerage
When was Forta Financial Group IncFormerly Presidential Brokerage founded?
Forta Financial Group IncFormerly Presidential Brokerage was founded in 1991.

Employee Directory

Key Employees

Dan Lempe

President

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Paul Nelson

Financial Advisor

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Greg Williams

Vice President

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Noreen Murphy

Operations

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