Fortegic
At Fortegic, our mission is to make sure that we have prepared and educated our clients so they can make informed decisions regarding their financial well-being. We focus on the client relationship to be intentional and creative in our planning. Our team is skilled in many different areas of the financial industry and work together to create the most appropriate strategy to meet each and every client’s needs, wants, and goals for the future. We protect what is most important to you through careful planning and unique solutions. We are a Cincinnati-based independent financial firm with agency roots dating back to 1927. Current President and General Agent, Joe Clark, took over the agency in 2009 and shifted focus to a holistic, independent firm model.
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Verified contacts
24
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
24 contacts with verified email or phone · masked until revealed.
- GF
Greg Frey
Financial Representative · Sales & Business Development
EmailPhone - MM
Mark Mueller
Aga · Finance & Accounting
EmailPhone - PS
Pattie Spicher
Director of Operations · Operations
EmailPhone - GH
Greg Henry
Retirement Planner · Finance & Accounting
EmailPhone - JZ
John Zorio
General Agent · Sales & Business Development
EmailPhone - LP
Larry Poleyeff
Life Insurance Agent · Sales & Business Development
EmailPhone - MC
Mike Chabot
Advisor · Finance & Accounting
EmailPhone - NW
Nakemon Williams
Financial Services Representative · Customer/Client Service
EmailPhone - PC
Patrick Chabot
Associate · Finance & Accounting
EmailPhone
Showing 9 of 24 verified contacts
Top roles at Fortegic
19 distinct titles indexed · top 10 shown.
- 3director of operations
- 3financial representative
- 2general agent
- 1advisor
- 1aga
- 1asesor financiero
- 1associate
- 1director of new business
- 1ejecutivo comercial
- 1financial services representative
- +9more titles
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