Fortress Investment Services is dedicated to helping clients meet personal financial goals by providing superior service.
Fortress Serves a Variety of Your Investing Needs
- 401K and IRA Retirement Account Rollovers and Transfers
- Small Business Retirement Plans
- Education Savings Accounts
- Gift to Minors Accounts
- Long Term Savings Plans
- Individual consultation to determine appropriate investment plan
- Hands-on assistance in setting up plan
- Deal directly with the principal of Fortress
- Quick response to questions or concerns
Approach To Investment Services
- Registered Investment Advisor
- Constantly monitor accounts taking appropriate action to maximize return and reduce risk
- Variety of no-load mutual funds available to meet any investment need
- Independent judgement since no commisssions received from any mutual fund company
Other Financial Services Provided To Investors
- Tax planning and consultation
- Tax return preparation
- Consultation on cash flow needs, mortgage refinancing, time value of money, etc.
- Retirement and college savings projections
Fortress Investment Services offers independent financial advice for successful management of complex instruments such as 401k retirement plans, self directed IRA plans, roth IRA rollovers, and SEP IRAs. Complete understanding of the maximum contribution limits and rules for these plans as well as a long record of successful clients makes Fortress your best choice of independent advisors for your investment portfolio.
Fortress Investment Services, Ltd.
John A. Urbanski
18828 Nature Lane
Eden Prairie, MN 55346