Fitzgerald Financial Services - Sherman Oaks, California

Okay, here’s a comprehensive overview of Fitzgerald Financial Services, crafted with a formal and helpful tone, suitable for someone seeking financial guidance:

Fitzgerald Financial Services: A Trusted Partner for Your Financial Future

Fitzgerald Financial Services is a respected financial planning and financial consulting firm dedicated to helping individuals and families achieve their long-term financial goals. Located in the heart of Sherman Oaks, California, they offer personalized and comprehensive services designed to provide clarity and confidence in navigating the complexities of personal finance. The firm prides itself on building strong, trusting relationships with its clients, acting as a dedicated partner throughout their financial journey.

Location and Contact Information

Fitzgerald Financial Services operates from a professional office at Address: 15315 Magnolia Blvd Suite 415, Sherman Oaks, CA 91403, United States. Clients can easily contact them via telephone at Phone: 8187892482. Their website, fitzgeraldfinancial.com, provides detailed information about their services and team. It’s worth noting that the office is committed to accessibility, offering a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet, ensuring a comfortable experience for all visitors.

Key Services and Specializations

At Fitzgerald Financial Services, they specialize in providing a range of services tailored to meet individual needs. These typically encompass:

• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.
• Investment Management: Constructing and managing diversified investment portfolios aligned with risk tolerance and financial objectives.
• Financial Planning: Creating comprehensive financial plans that address budgeting, saving, debt management, and estate planning.
• Estate Planning Consultation: Discussing strategies related to legacy and wealth transfer.

Client Experience and Accessibility

Fitzgerald Financial Services emphasizes client convenience and satisfaction. Appointments are recommended to allow for a thorough discussion of your financial situation and goals. The firm demonstrates a commitment to inclusivity by providing accessible facilities. The positive feedback observed across platforms suggests a client-centric approach, where individuals feel comfortable asking questions and receiving informed guidance – a sentiment likely fostered by responsive and knowledgeable advisors.

Notable Insights & Reviews

The company currently holds one review on Google My Business, receiving an impressive average rating of 5/5. This high rating speaks to the dedication and expertise of the team. It's evident that clients value the ability to receive direct answers to their queries, a hallmark of effective financial advice. The firm’s commitment to accessibility further enhances the overall client experience, signifying a dedication to inclusivity and client well-being.

Concluding Recommendation

For individuals seeking a reliable and knowledgeable financial planner and financial consultant, Fitzgerald Financial Services presents a compelling option. Their combination of personalized service, accessible facilities, and a commitment to client success makes them a valuable resource. We strongly encourage prospective clients to explore their services further by visiting their website: fitzgeraldfinancial.com and scheduling an initial consultation to discuss your specific financial needs.

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👍 Reviews of Fitzgerald Financial Services

MP M.

5/5

I had questions and Mike had answers