Who We Are
At Fitzgerald Financial Group, we are a financial company here for you and your family to help you reach your goals. Our team of professionals are dedicated to providing the highest level of service and personalized attention to our clients. We believe that financial planning is not a one-size-fits-all approach. That's why we take the time to get to know our clients and understand their unique needs and goals. We then create customized solutions that help them achieve their financial objectives. Whether you are planning for retirement, saving for your children's education, or looking to protect your assets, we are here to help. Contact us today to learn more about how we can help you achieve financial success.
Our Team Leaders
JOHN FITZGERALD
FOUNDER AND PRESIDENT,
FINANCIAL ADVISOR
LARRY BIRCH
FINANCIAL PLANNING COORDINATOR
GARY BOLNO
DIRECTOR OF INSURANCE
Our Services
Our team has the goal of helping 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 of professionals will work with you to create a personalized plan that fits your unique needs.
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.
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.
Insurance Planning
You have spend 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.
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.
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.
Commonwealth Financial Network® and Fitzgerald Financial Group do not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Awards and Recognition
Fitzgerald Financial Group is committed to making a difference for our clients, and this has led to industry recognition and awards we are honored to receive.
2024 InvestmentNews Top Advisors, created by InvestmentNews
John Fitzgerald is delighted to announce his inclusion in the 2024 InvestmentNews Top Advisors, a comprehensive roundup that highlights the best in the industry. The team at Fitzgerald Financial Group takes immense pride in this acknowledgement, and is committed to delivering exceptional service to their clients.
2024 InvestmentNews Top Advisors, created by InvestmentNews. Presented in January 2024 based on data gathered from September 2022-September 2023. 113 advisors were considered, 60 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
Solo Advisors to Watch
Congratulations to John Fitzgerald for achieving recognition in 2023 as one of AdvisorHub's 100 Solo Advisors to Watch. Securing the 18th position, John's years of experience in the field and unwavering passion for assisting his clients have garnered well-deserved acclaim. This not only celebrates his individual accomplishments but also highlights his commitment to excellence and client-centered service within the financial advisory realm. John Fitzgerald truly stands out as a leader among solo advisors, embodying a dedication that sets him apart in the industry.
2023 AdvisorHub 100 Solo Advisors to Watch, created by AdivsorHub. Presented in June 2023 based on data from 12/31/2021 to 12/31 2022. 1,219 nominations were received for all types of advisors and firms, 700 were recognized then separated by category. Advisors do not pay a fee to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Five Star Wealth Manager Award
John Fitzgerald, President and Financial Advisor of Fitzgerald Financial Group, has once again been honored with the esteemed "Five Star Wealth Manager" accolade for the year of 2023. This prestigious recognition reflects John's unwavering commitment and diligence toward his company and clients. John consistently strives to build relationships with his clients and aims to provide them with life-long financial guidance. John's leadership has been the driving factor to the success of Fitzgerald Financial Group. This award is a testament to his commitment to attracting and maintaining his valued clients.
2023 Five Star Wealth Manager Award, created by Five Star Professional. Presented in December 2022 based on data gathered within 12 months preceding the issue date. 6,606 advisors were considered, 407 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Founders Club
John Fitzgerald is proud to have been recognized as a Founder’s Club advisor for 2023—a distinction based on annual production attained by just 34 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
FSI Membership
Since 2019, John Fitzgerald has been a member of the Financial Services Institute (FSI). FSI is a dynamic community comprising independent financial advisors and independent financial services firms. Dedicated to fostering a healthier and more business-friendly regulatory environment, FSI brings together professionals like John Fitzgerald, who share a commitment to the growth and success of independent financial services firms and advisors. John's active participation underscores his dedication to the industry and the collective effort to shape a positive and supportive landscape for independent financial services professionals within FSI.
#1 Independent Advisor Satisfaction Among Financial Investment Firms, 10 Times in a Row, by J.D. Power
The financial professionals at Fitzgerald Financial Group is proud to be affiliated with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer with a singular commitment to serving independent advisors and their clients. The latest demonstration of that commitment can be found in the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study.
For the tenth straight time, J.D. Power ranks Commonwealth: “#1 in Independent Advisor Satisfaction Among Financial Investment Firms”*
Read more about this accomplishment here.
*Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2023 U.S. Financial Advisor Satisfaction Studies. Presented on July 5, 2023, for December 2022 to April 2023, it is based on responses from 4,183 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
CONTACT US
We’d love to talk with you about your financial needs. Please leave us some information and we will contact you as soon as possible.
Our Location
Fitzgerald Financial Group is located at 727 E. Landis Ave., Suite 1, Vineland, NJ 08360. You can reach us by phone at 856-692-0022. Our team is available to answer any questions you may have and provide you with the guidance you need to succeed. We look forward to hearing from you and helping you reach your financial goals!