Gregg R. Fortune
Managing Director @3g Financial, Llc
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WORK HISTORY
Managing Director @3g Financial, Llc
US
As I continue to be a leader in the fee-for-service industry, this is my newly formed firm. Our firm focuses on the concierge approach to comprehensive financial planning. We enhance the client experience by charging our fees in relationship to the level of engagement the client desires. Everything is customized so there is a set expectation for the client. We continue to have offices in Michigan and Florida.Securities offered through Osaic, Inc Member FINRA Advisory services offered Osaic Wealth, Inc and Arbor Point Advisors. 3G Financial, LLC, The Professional Advisor Group, LLC, Arbor Point Advisors and Osaic, Inc are separate entities.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
EDUCATION
Oakland University
CFP Program
ABOUT GREGG R. FORTUNE
Experienced Owner with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, Management, Securities Regulation, High Net Worth Individuals, and Financial Services. Strong business development professional with a CFP Program focused in comprehensive financial planning from Oakland University.
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