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Who We Are
At Fitzgerald Financial Group, our financial advisors are here to support you and your family in reaching your goals. Our team is dedicated to providing the highest level of service and personalized attention to each client.
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We understand that financial planning isn’t one-size-fits-all, which is why we take the time to get to know you and understand your unique needs and goals.
Together, we’ll create customized solutions designed to help you achieve your financial objectives. Whether you’re planning for retirement, saving for your children’s education, or protecting your assets, we’re here to help. Contact us today to learn more about how we can support your path to financial success.
Our Services
Our team aims to help you achieve long-term financial success by offering a variety of services. We work with you to create a comprehensive plan, customized for what is most important to you.
Wealth Management
At Fitzgerald Financial Group, we provide customized wealth management solutions to help you achieve your financial goals. Our team will work with you to create a personalized plan that fits your unique needs.
Tax Planning
Taxes can be a complicated and overwhelming aspect of financial planning. Our tax planning services help you navigate the tax landscape with the aim of minimize your tax liability.
Retirement Planning
We believe that everyone deserves a comfortable retirement. Our retirement planning services are designed to help you achieve just that. We will work with you to create a plan that takes into account your retirement goals, risk tolerance, and other factors.
Estate Planning
We believe that everyone should have a plan in place to protect their assets and provide for their loved ones after they pass away. Our estate planning services help you create a comprehensive plan that ensures your wishes are carried out.
Insurance Planning
You have spent your life building your wealth. Now, it may be time to plan ahead and protect what you have worked hard for. Our team can look at your overall financial picture and help guide you to the options that best suit you and your loved ones.
Education Planning
We understand the importance of education in securing a bright future for your family. At Fitzgerald Financial Group we are able to help you save for your children's education with the goal of providing them with the best opportunities.
Our Team Leaders
Our team aims to help you achieve long-term financial success by offering a variety of services. We work with you to create a comprehensive plan, customized for what is most important to you.
JOHN FITZGERALD
FOUNDER AND PRESIDENT, FINANCIAL ADVISOR
DOUG KRAMER CFP®
FINANCIAL PLANNING ASSOCIATE
GARY BOLNO
DIRECTOR OF INSURANCE