The professionals at Fitzpatrick Financial Services have one simple goal: we want to help people by treating them the way we want to be treated. Our clients offer their trust and confidence to us, and in return, we work closely with them to develop financial strategies that are transparent in cost and suitable for their life goals. We are honored to coordinate financial affairs for families and businesses, to steward their assets and investments, and to assist in the transfer of their wealth to future generations with tax minimization strategies.

What makes us different? We help local community banks and credit unions, too. The team at Fitzpatrick Financial Services specialize in forming professional alliances with these institutions. It is our privilege to work with them, and to be able to provide our expertise of investments and financial advice to their customers.

We’re not in this business to sell a product or promote a self-serving corporate business model. We’re in this business to bring quality, personal, financial service to people that want to reach their goals – people like you.

Let Us Coordinate Your Financial Affairs

  • Account Transfers
  • 401(k) Rollovers
  • Traditional IRAs
  • Roth IRAs
  • Managed Accounts
  • Mutual Funds, ETFs, UITs, Individual Stocks and Bonds
  • College Funding
  • UTMAs
  • Annuities, Life Insurance and Long Term Care Insurance
  • Trust Accounts
  • Tax and Estate Planning Strategies*
  • 401(k) Plans
  • Simple Plans
  • SEP Accounts (Simplified Employee Pension)
  • Business Succession Planning
  • Key Person Life Insurance

*Raymond James does not provide tax or legal advice, be sure to discuss any tax or legal matters with the appropriate professional.