Fitzgerald Financial Group

 

Our Process

We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life with everything you need to build your future. We firmly believe that in order to provide exceptional client service, the relationship we have with our clients must be based on trust. As your financial advisor, we will scrutinize over every detail in our client service model so that you understand building a relationship centered on your goals and objectives is our sole concern. ​

 

 

 

 
 

In The Community

When we are not in the office, the team at
Fitzgerald Financial Group is committed to giving back to our community.
 

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Office - Reviewing charts during a meeting

 

Services

We are here to support your financial goals.
Working together with us will simplify.
the complexities of your financial life
by focusing on managing your wealth
in a systematic way for the long term. 
 

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Office - Overhead view of people in a meeting

 

Meet Our Team

Learn more about the team of
friendly, experienced professionals
dedicated to your financial future.
 

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FSI 2021
 

John Fitzgerald is a Proud Member of the Financial Services Institute

John Fitzgerald is proud to renew his membership with Financial Services Institute (FSI), an organization that works hard every day, to protect our clients’ access to quality financial advice.FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that we can continue to offer our clients the advice they need.
 
FSI 2021
 

John Fitzgerald would like to thank his clients, as he was presented this
award for being a 2022 Five Star Wealth Manager!

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations.431 (7% of candidates) were named 2022 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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