Fortress Financial Services LLC

Fortress Financial Services LLC www.fortress-llc.com They value our vision, mission and culture. They are trusted partners who work collaboratively with their fellow partners”.

Voted “PARTNER OF THE YEAR” by United Planners home office in 2021 as best exemplifying the ideal advisor which it defines as “A highly ethical, passionate and fiduciary-focused professional that places a client’s needs first. They are client-centric, kind and compassionate entrepreneurs that maintain a culture of compliance and are committed to the financial services industry. There are 160 Partn

ers and 400+ advisors. We provide personalized wealth management solutions for individuals, trusts and small businesses. Securities and advisory services offered through United Planner's, a registered Broker/Dealer, member FINRA / SIPC. Fortress Financial Services LLC and United Planners are not affiliated.

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Here are five specific changes that small business owners should pay close attention to.

03/22/2025

Here's a summary of some key provisions in the Tax Cuts and Jobs Act set to expire.

03/11/2025

President Trump has authorized major tariff actions with more likely to come.

03/10/2025

You have until your tax filing deadline to make an IRA contribution for 2024

02/17/2025
01/05/2025

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01/02/2024

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08/30/2023

Address

4836 Ranchito Avenue
Los Angeles, CA
91423

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 5pm
Thursday 9am - 7pm
Friday 9am - 5pm

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Our Story

We are a full service investment, retirement and financial planning company. We provide customized solutions for individuals, trusts and small businesses. Securities and advisory services offered through United Planners, a registered Broker/Dealer, member FINRA / SIPC. Fortress Financial Services LLC and United Planners are not affiliated.