We've Got Answers!
Here, you'll find answers to some of the most common questions about our services, processes, and what you can expect when working with us. Our goal is to provide clear and helpful information to make your experience as seamless as possible. If you don’t find the answer you’re looking for, feel free to reach out directly—our team is always here to assist you!
What holidays do you observe for office closure?
New Year’s Day
Martin Luther King Jr. Day
Presidents’ Day
Memorial Day
Independence Day
Labor Day
Thanksgiving Day & Day After Thanksgiving
Christmas Eve & Christmas Day
Do you offer in-person appointments?
Yes—limited in-person appointments may be available by request. Virtual service is available nationwide.
What is the best way to receive updates and communicate with Fortune Financial Services?
The fastest way is through our secure client portal and email updates. If you’re a current client, use your portal for document uploads and messaging so everything stays organized in one place.
What do I need to start services?
Start with the New Client form. Once submitted, you’ll receive next steps and a secure link to upload documents.
OUR AFFILIATIONS
OFFICE HOURS
M-F 10:00 AM-6:00 PM CST
Saturday & Sunday: CLOSED
*Closed all major federal holidays
CONTACT US
CALL (888)-550-7162
TEXT (346)-586-1200