Our Broker/Dealer

Fitzgerald Financial Group is proud to partner with Commonwealth Financial Network®, one of the largest privately-held independent RIA/broker-dealers in the nation. Through our partnership, we can take advantage of Commonwealth'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.

What is a Broker/Dealer?

A broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA). FINRA, in turn, requires us to choose one, and only one, broker/dealer to partner with on your behalf.

Why Commonwealth?

Commonwealth 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.

How Commonwealth Helps

At Fitzgerald Financial Group, our clients are at the heart of everything we do. Our partnership with Commonwealth Financial Network enhances our ability to serve you with excellence, providing a wide range of benefits designed to meet your financial goals and needs.

Choices Available for Your Unique Needs- Through Commonwealth, 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 Commonwealth’s in-house analysts ensures that our recommendations are truly objective, allowing us to operate solely in your best interest.

Exceptional Service- Fitzgerald Financial Group is dedicated to providing top-notch service to every client, and Commonwealth 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.

Advanced Technology- Commonwealth's integrated web-based systems enable us to manage your portfolio and financial picture with greater precision and efficiency. This advanced technology allows us to provide you with timely updates, comprehensive insights, and proactive management of your investments.
Keeping Your Information Secure- We understand the importance of keeping your financial data secure. Commonwealth 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, Commonwealth employs industry-leading practices to protect your data.

The Most Important Connection is With You

While our partnerships with professional organizations like Commonwealth 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 Commonwealth 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 Commonwealth, please don't hesitate to reach out.