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 reflect the most recent year for which the 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.
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.