Northwestern Mutual - Jim Fitzgerald - Richmond, Virginia

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Northwestern Mutual – Jim Fitzgerald: A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning and insurance solutions, Northwestern Mutual – Jim Fitzgerald stands as a reliable resource. Located at 3901 Westerre Pkwy # 300, Richmond, VA 23233, and reachable at 8047627032, this agency provides expert guidance tailored to meet diverse needs. The website, jimfitzgerald-nm.com, offers further details and resources for prospective clients.

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About Northwestern Mutual – Jim Fitzgerald

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Northwestern Mutual – Jim Fitzgerald operates as an insurance agency and a dedicated financial planner. Jim Fitzgerald and his team specialize in helping clients navigate the complexities of life’s significant financial decisions. They offer a wide range of services, including retirement planning, college savings, investment management, estate planning, and life insurance. The agency’s core philosophy revolves around building long-term relationships based on trust and mutual understanding. Fitzgerald’s approach emphasizes a personalized strategy, recognizing that each client’s circumstances and goals are unique.

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Key Features and Services

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• Financial Planning: The agency provides holistic financial planning services, incorporating budgeting, cash flow analysis, debt management, and goal setting.

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• Insurance Solutions: Northwestern Mutual is renowned for its robust insurance offerings, including life insurance, disability insurance, long-term care insurance, and property and casualty insurance.

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• Investment Management: Clients can benefit from investment advice and portfolio management designed to align with their risk tolerance and financial objectives.

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• Retirement Planning: Strategic retirement planning is a cornerstone of their services, helping clients determine the best course of action to achieve a comfortable retirement.

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• Estate Planning: Jim Fitzgerald and his team can assist with estate planning, ensuring assets are protected and distributed according to clients’ wishes.

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Location and Accessibility

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The office is conveniently situated at 3901 Westerre Pkwy # 300, Richmond, VA 23233. Accessibility is a priority, and the facility features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are recommended to ensure dedicated attention and facilitate thorough discussions about individual financial needs. Clients are encouraged to call ahead to schedule an appointment.

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Client Feedback and Reputation

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Currently, Northwestern Mutual – Jim Fitzgerald has 0 reviews on Google My Business, indicating a limited public feedback record at this time. The average opinion is 0/5, reflecting the lack of available reviews. However, the agency’s reputation is built on a foundation of experience and a commitment to client satisfaction. While direct feedback is sparse, the firm's longevity within the Northwestern Mutual network speaks to a history of successful client engagements.

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Recommendations for Potential Clients

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For individuals seeking expert guidance in financial planning and insurance, Northwestern Mutual – Jim Fitzgerald presents a viable option. Here are some recommended steps for prospective clients:

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• Schedule an Appointment: Contact the agency at 8047627032 to arrange a consultation.

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• Review the Website: Explore the agency’s website, jimfitzgerald-nm.com, to learn more about their services and expertise.

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• Inquire About Fees: Transparency regarding fees is crucial. Clients should request a detailed explanation of any fees associated with their services.

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• Verify Credentials: Confirm that Jim Fitzgerald and his team hold the necessary licenses and certifications to operate as financial planners and insurance agents.

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Important Note: The lack of current Google My Business reviews should be considered a preliminary factor. It is advisable to seek references and conduct thorough due diligence before entrusting your financial well-being to any financial advisor. Focus on the agency's established history, expertise, and demonstrated commitment to client service.

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"summary": "Northwestern Mutual – Jim Fitzgerald is a financial planning and insurance agency offering personalized services for retirement, investments, and life insurance, located in Richmond, VA, with a commitment to building long-term client relationships.",
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