Products & Services

At Fortune Investment Services, we provide assistance in the following areas:

Investments

Bonds
Common Stock
Educational IRA
Brokerage Accounts

Traditional IRA
Roth IRA
SEP IRA
Simple IRA

Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Tax Planning
401 (k) Planning

403 (b) Planning
College Plans
Estate Planning

Money Purchasing
Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance

Tax Planning

Individual Tax Planning

Securities offered through LPL Financial, Member FINRA & SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, FL, GA, IA, IL, IN, KS, KY, MO, NE, NJ, OH, OR, VA.

Not FDIC Insured No Bank Guarantee May Lose Value
Not a Deposit Not Insured by any Federal Government Agency
FortuneBank and Fortune Investment Services are not registered broker/dealers and FortuneBank is not affiliated with LPL Financial