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Helping you achieve your goals.

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Our Vision, Values & Goals.

Our vision

We want to meet and exceed our customers’ financial expectations and help them succeed financially.

This unites us around a simple premise: Customers can be better served when they have a relationship with a trusted provider that knows them well, provides reliable guidance, and can serve their full range of financial needs.

 

Our values

What’s right for customers. We want to exceed customer expectations and build relationships that last a lifetime.

People as a competitive advantage. We strive to attract, develop, motivate, and retain the best team members — and collaborate across businesses and functions to serve customers.

 

Leadership. We’re all called to be leaders. We want everyone to lead themselves, lead the team, and lead the business — in service to customers, communities, team members, and shareholders.

 

Ethics. We’re committed to the highest standards of integrity, transparency, and principled performance. We do the right thing, in the right way, and hold ourselves accountable.

 

 

Our goals

We want to become the financial services leader in these areas:

 

Customer service and advice. After listening to and understanding our customers and their financial goals, we want to provide exceptional service and guidance to help them succeed financially.

 

Team member engagement. Our team members are our most valuable resource. We want to be the employer of choice — a place where people feel included, valued, and supported; everyone is respected; and we work as a team.

 

Innovation. Through innovative thinking, industry-leading technology, and a willingness to test and learn, we create lasting value for customers — and increased efficiency for our operations.

Fortune 5 Capital® appreciates and cares deeply about our client relationships.

David B.

Monthly leasing payments are easily made through normal business operations, and payments can be written off 100%. Fortune 5 Capital® does not tie up assets or property that might hinder the customer’s ability to borrow money down the line. Breen agrees, Another huge benefit of leasing, I have a lot less capital coming out of my pocket.

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David L.

There are a lot of automatic scoring options on the market, but we found that the PULSE Entertainment System had a simply yet elegant design to it. Ultimately, the leasing program through Fortune 5 Capital® made it extremely easy for us to upgrade our scoring system. Fortune 5 couldn’t of been easier to work with. In less than a week, we were financed and moving forward with our center upgrade.

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Jim S.

This was so much easier than using a bank. There is no back and forth with documents and more documents. They know bowling. And, the process only took five signatures. It was a no brainer!

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Contact Us

3045 S. Archibald Ave #H-507 CHINO CA 91710 Ontario, CA 91761

Banking, credit, loans, and equity products are provided by Fortune 5 Capital®, N.A. and affiliated banks, Fortune 5 Capital®. Credit and collateral are subject to approval. Terms and conditions apply.

This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.

 

 

Copyright 2018.  Fortune 5 Capital, LLC. All Rights Reserved.