New Clients

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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 every detail in our client service model, so that you understand building a relationship centered on your goals and objectives is our sole concern. 

Getting Started

When you make the decision to work with us, we promise to provide ongoing communication and support to help you reach your financial goals. Here at Fitzgerald Financial Group, you will be heard and guided by our team of specialists. 

We enjoy getting to know our clients. Building a foundation is imperative in making sure we understand your needs for your personal financial success. After we meet, we will have a deep understanding of your goals and will strategically build a plan that best fits your lifestyle. Our team will remain in contact with you as the transfer process takes place. We will further analyze any of your accounts and schedule an additional meeting before implementing portfolio changes.

Ongoing communication is essential in maintaining an investment strategy that continues to align with your changing plan. Appointments can be scheduled at any point via our website or by calling (856) 692-0022.

How We Support Your Financial Goals

Working together with us will help you simplify the complexities of your financial life by focusing on the management of your assets and wealth in a systematic way for the long term. Periodic review of priorities, plans, and progress provides guidance for updates and changes with:

  • Investment strategies, to keep your plan in place that is consistent with your financial goals, time horizon, and risk tolerance
  • Risk management, to minimize any threats to your assets
  • Retirement planning, to make sure you have the right plan in place for you  
  • Insurance planning, to ensure that you have considered the insurance benefits you may need
  • Succession planning, to keep your assets working when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances
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Why Work With Us

We are not tied to any vendor or product, meaning the advice we offer is objective, independent, and aligned with your best financial future in mind.

Fitzgerald Financial Group is here to serve individuals, families, and businesses with an integrated plan that is right for you. We are independent financial advisors with broad experience in financial and retirement planning. Independent financial advisors provide access to a variety of financial products. We can help you understand what the products offer and which products most suit your objectives and risk tolerance. 

Fitzgerald Financial Group offers individualized education at your level of financial understanding:

  • If you are not certain what a financial plan encompasses or how to start creating a financial plan, we start by defining the basics and showing you the starting line.

  • If you have already started to accumulate assets but are not sure which products might work better for you, we help you identify your priorities and start defining plans suited to your priorities and needs. 

  • If you already have your plans defined, we will continue to provide information and answer your questions at whatever level of understanding you desire.