MassMutual financial professional.

Adalberto J. Garciaemail

Fortis Lux Financial

420 Lexington Avenue Suite 2510
New York, NY 10170-2199

  • Professional Story

    I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Advisory services Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

    Education

    University of Central Florida (2008-2013)

    Affiliations & Memberships

    Society of Financial Services Professionals
    United Nations Association of the United States of America

    Community Involvement

    Youth Sports Partners

  • Languages:
    • English
    • Spanish

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Charitable Giving
    • Estate Planning
    • Business Succession Planning
    • Risk Management Strategies
    • Financial Education
    • LGBTQ

Check the background of this investment professional on FINRA’s BrokerCheck

See Adalberto’s Licenses and Disclosures

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