Alan Lichtenstein

Senior Investment Advisor at Fortitude Investment Group Llc

Alan Lichtenstein's Professional Contact Details

Email (Verified)

****@fortitudeinvestments.com

Get Email Address

(631) 474-1610

Location

New York, New York, US

Company

Fortitude Investment Group Llc

Person Seniority

senior

Alan Lichtenstein's Current Company Details

Fortitude Investment Group Llc

Port Jefferson, New York, US • 11 Employees

finance

At Fortitude Investment Group we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with high-quality information, services, and products designed to help you reach your goals. We are an independent branch office of Concorde Investment Services, LLC which allows us to enhance the service we provide you because we have access to a wider array of investment products Areas of Practice include, but are not limited to: 1031 Exchanges & The Delaware Statutory Trust (DST) Retirement Planning Estate Planning Wealth Management Durable Income Strategies Alternative Investments College Funding Direct Participation Programs/Reg-D Private Placements Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Fortitude Investment Group is independent of CIS, CAM and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only. There are risks associated with investing in Delaware Statutory Trust(DST) and real estate investment properties including, but not limited to, loss of entire principal, declining market value, tenant vacancies and illiquidity. Information provided is for educational purposes only, is not meant to be interpreted as tax or legal advice, or a direct offer to buy or sell any investment. Please speak with your legal and tax advisors for guidance regarding your particular situation. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

Founded Year

2010

Organization Website

fortitudeinvestments.com

Organization Languages

English

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