Fortress Mega, LLC


We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

https://wa.aaa.com/insurance/retirement-road-map

As independent financial advisors, we use Regal Investment Advisors as our Registered Investment Advisor (RIA). Regal provides investment solutions for our clients as well as regulatory compliance. https://regalria.com

Our business name is Fortress Mega LLC. Fortress Mega owns Carrol & Associates, a 40+ year-old insurance brokerage in Bellevue, WA that markets Annuities, Long Term Care Insurance and Life Insurance from well over 20 insurance companies. Through Carrol, we can provide our clients a wide range of price and features for Annuities, Long Term Care Insurance and Life Insurance. This allows us to avoid a major conflict of interest in our industry—since we do not have to sell only one company's products and services.

https://www.carrol.com/

https://ccfs.sos.wa.gov/#/BusinessSearch/BusinessInformation

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck