John Fitzgerald
Retirement Planning | Investment Education | Financial Advisor | Wealth Management
- Role
- President and Financial Advisor at Fitzgerald Financial Group
- Location
- Vineland, NJ, US
- LinkedIn followers
- 500 followers
About John Fitzgerald
Our mission at Fitzgerald Financial Group is to help people live better financial lives.…
Experience
President and Financial Advisor
Dec 2017 — Present · Vineland, NJ, US
My clients rely on me to guide them through life\'s many financial challenges. Our firm designs strategies to grow and protect your wealth. I work closely with each client to create a financial plan customized to their goals and objectives, and I personally oversee every aspect of the plan from design to implementation. I strongly believe in educating my clients, as well. This means that I take the time to explain things, that I think you would want to know. Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Fitzgerald Financial Group 727 E. Landis Avenue Suite 1 Vineland, NJ 08360, 85••••••22. This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, MD, ME, NC, NJ, PA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use:
Education
Northern Michigan University
Bachelor of Science - BS, Finance
1999 — 2004
Skills
- Management
- Customer Service
- Wealth Management
- Strategic Planning
- Finance
- Estate Planning
- Asset Allocation
- Mutual Funds
- Insurance
- Financial Advisory
- Retirement
- Investments
- Series 7
- Retirement Planning
- Financial Planning
- Investment Advisory
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