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Fortune Advisory Services

Grammercy Park

(6)
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Reviews (6)

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5/5

6 customer reviews

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2 October 2021

Robert is an amazing Advisor! He is very patient and knowledgeable. He has helped provide great budgeting plans and saving options for me. I can call him at anytime. It is also great to work with a black owned business. -Nicole Vibudulu More...

Reviewed on Yelp

30 September 2021

Robert is absolutely amazing! He took his time with me and my family to help work through the best financial plans for our future. He takes time out to make sure that we are comfortable and that we understand everything. And his passion for teaching the community is unmatched. I switched my 401(k) over with him, and I'm already seeing a huge increase. The thing that I like the most about his services is that he is an independent financial advisor. So he is truly on the client side and will find the best products in the industry that fits what we need. More...

Reviewed on Yelp

30 September 2021

Rob has been, not only a fantastic service provider, but a solid resource through the years. I trust Rob with my life insurance, investments and additional financial inquiries, both personal and business. He takes the time to explain things and find solutions that address your needs without getting you into anything unnecessary. I've referred him to all of my friends at this point, now I'm referring strangers. That's you, you're the stranger. More...

Reviewed on Yelp

29 September 2021

I wanted to learn to manage my money better and more about investing and was referred to Rob by a friend. Rob is extremely knowledgeable and professional. He is thorough and will give you solid advice on how to manage your money and the Pros and find of various risks. He hasn't steered me wrong. I now refer him to anyone who is looking for a trusted financial advisor. More...

Reviewed on Yelp

29 September 2021

Robert is one of the best at what he does, and you can tell that he has a direct passion for not only financial service tools but how he helps people understand them as well. Working with Robert was one of the best decisions I've made because he takes the time on servicing me as one of his clients. Whatever questions I have he has been able to answer them on the spot with great knowledge and clarity. The professional advice he has given me has been a game-changer, along with helping me manage and invest my money the proper way. I refer him to anyone that make be looking to invest or just wants overall financial literacy advice and he never fails to assist them. Highly recommended and trusted advisor. More...

Reviewed on Yelp

29 September 2021

I was very apprehensive to start an investment journey, especially during the pandemic, however the customer service at Fortune Advisory made me feel secured enough to take the leap, and I'm so glad that I did. They're very hands on and eager to explain the process to you, throughly. Definitely recommend More...

Reviewed on Yelp