The team at Fitzpatrick Financial Services specializes in helping individuals and families who prefer a focus on investment strategies that are suitable for their risk tolerance, respectful of their life goals and transparent in cost.

Services Include But Are Not Limited To The Following:

  • UITs, ETFs, Individual Stocks, Mutual Funds and Individual Bonds
  • Traditional IRAs
  • Roth IRAs
  • 401(k) Rollover Education
  • Simple IRA Plans
  • SEP Accounts (Simplified Employee Pension)
  • Individual Investment Accounts
  • Joint Investment Accounts
  • Trust Accounts
  • Managed Accounts
  • Transfers of Existing Brokerage Accounts
  • Raymond James Corporate Trust
  • Raymond James Charitable, including Donor Advised Funds
  • Estate Planning and Wealth Strategies **
  • Annuities, Life Insurance and Long Term Care Insurance
  • Goal Planning and Monitoring
  • No Obligation Portfolio Reviews

 

Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to propel you toward the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm.

When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you achieve your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.

We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel necessary to enhance your financial outlook and propel you toward your goals.

**Raymond James and its advisors do not offer tax or legal advice. Be sure to discuss any tax or legal matters with appropriate professionals.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.