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OUR BROKER/DEALER
WHAT IS A BROKER/DEALER?
Through our partnership with Cetera Wealth Services, we have access to tools and resources to help you succeed. We can take advantage of Cetera's wide selection of investment vehicles, deep research, outstanding service, robust technology, and sophisticated security to meet your financial needs.
Fitzgerald Financial Group is proud to partner with Cetera Wealth Services, one of the largest privately-held independent RIA/broker-dealers in the nation*. Through our partnership, we can take advantage of Cetera's wide selection of investment vehicles, deep research, outstanding service, robust technology, and sophisticated security to meet your needs. This partnership ensures we can meet your unique needs while maintaining the highest standards of integrity and independence.
*As of 9/22, based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey.
"We chose Cetera Wealth Services because wanted the freedom to recommend investment solutions that truly fit your goals not ones dictated by corporate quotas."
John Fitzgerald
President, Financial Advisor
WHY CETERA?
Cetera is independently owned and managed, which means our firm remains independent, too. This supports our commitment to act in your best interest, without any pressure to promote particular products or strategies.
INDEPENDENT OWNERSHIP
CLIENT-FIRST APPROACH
FREEDOM OF CHOICE
HOW CETERA HELPS
At fitzgerald financial group, our clients are at the heart of everything we do. Our partnership with Cetera Wealth Services enhances our ability to serve you with excellence, providing a wide range of benefits designed to meet your financial goals and needs.
FOUNDATIONS
Through Cetera, we access a vast array of independent market research and financial planning expertise. This includes a comprehensive selection of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans. The independence of Cetera in-house analysts ensures that our recommendations are truly objective, allowing us to operate solely in your best interest.
ADVANCED TECHNOLOGY
Our advanced technology helps simplify your financial life by bringing your accounts, planning, and financial information together in one convenient place. These tools provide a clearer view of your financial picture and help us deliver more informed, personalized guidance.
EXCEPTIONAL SERVICE
Fitzgerald Financial Group is dedicated to providing top-notch service to every client, and Cetera shares this commitment. Their high-touch service model means that their staff promptly answers our calls, executes transactions quickly and accurately, and delivers the same first-class treatment we aim to provide you. This partnership enhances our ability to respond swiftly and effectively to your needs, ensuring a seamless and satisfying experience.
SECURE CLIENT DATA
We understand the importance of keeping your financial data secure. Cetera excels in safeguarding your privacy and ensuring the security of your personal information. From rigorous encryption standards to robust disaster recovery plans and other stringent measures, Cetera employs industry-leading practices to protect your data.
THE MOST IMPORTANT CONNECTION IS WITH YOU
While our partnerships with professional organizations like Cetera Wealth Services are crucial in helping us deliver exceptional service, the most significant relationship we have is with you. At Fitzgerald Financial Group, your needs, goals, and aspirations are our top priority. Our partnership with [insert B/D name] is designed to enhance our ability to serve you, but it is our personal connection with you that drives everything we do. If you have any questions or would like more information about how we work with Cetera Wealth Services, please don't hesitate to reach out.
