Fitzgerald Financial Services - Sherman Oaks, California
Address: 15315 Magnolia Blvd Suite 415, Sherman Oaks, CA 91403, United States.
Phone: 8187892482.
Website: fitzgeraldfinancial.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
đ Location of Fitzgerald Financial Services
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About Fitzgerald Financial Services
Fitzgerald Financial Services is a prominent financial advisory firm based in Sherman Oaks, California, dedicated to providing comprehensive financial solutions for individuals and businesses. Established with a focus on personalized service, this company assists clients in navigating complex financial landscapes, ensuring that their monetary goals are met through strategic planning and expert consultation. Operating in a competitive market, Fitzgerald Financial Services emphasizes trust and reliability, making it a go-to choice for those seeking professional guidance in financial matters. The company's approach is rooted in a deep understanding of client needs, fostering long-term relationships built on transparency and support.
Core Specialties and Services
At the heart of Fitzgerald Financial Services' operations are their specialties in financial planning and financial consulting. These services encompass a wide range of activities, including retirement planning, investment management, tax optimization, and estate planning. The firm helps clients create personalized financial roadmaps tailored to their unique circumstances, risk tolerance, and objectives. For instance, a financial planner at Fitzgerald might work closely with a client to develop a retirement strategy, ensuring that savings are optimally allocated for future security. Additionally, financial consultants provide ongoing advice, addressing questions and concerns as they arise, which often leads to a sense of empowerment and confidence among clients. Based on client feedback, such as the testimonial where someone mentioned, \"I had questions and Mike had answers,\" it's evident that the company excels in delivering clear, actionable responses, making complex topics accessible even to those without a finance background. This approach not only educates clients but also builds a strong rapport, encouraging proactive financial decision-making.
Location and Accessibility
Located at 15315 Magnolia Blvd Suite 415, Sherman Oaks, CA 91403, Fitzgerald Financial Services is easily accessible from various parts of the community and surrounding areas. The address places it in a desirable location within Sherman Oaks, a neighborhood known for its affluent residential areas and excellent infrastructure, making it convenient for clients to visit in person or connect remotely. For those who prefer face-to-face interactions, the office offers amenities that ensure comfort for all visitors. Specifically, the facility features a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet, demonstrating a commitment to inclusivity and ensuring that physical barriers are minimized. This attention to accessibility extends to the overall design of the services, with a focus on making financial advice available to everyone, regardless of physical abilities. The company also recommends scheduling appointments, which helps in providing dedicated time and attention to each client's needs, further enhancing the experience.
Reputation and Client Feedback
Fitzgerald Financial Services has built a strong reputation for excellence, as reflected in their positive client reviews and high satisfaction rates. With one review on Google My Business averaging a perfect 5/5, it's clear that clients appreciate the professionalism and expertise offered by the team. From the comments, it's apparent that individuals like Mike, a likely consultant, are praised for their ability to answer questions comprehensively and provide reassurance. For example, the review suggests that clients feel supported in their financial journeys, which can lead to greater peace of mind and effective outcomes. This positive word-of-mouth not only attracts new clients but also underscores the company's commitment to high-quality service. In a world where financial uncertainty can be overwhelming, Fitzgerald Financial Services stands out by fostering an environment of clarity and accessibility, helping clients make informed decisions with confidence.
Recommendations for Potential Clients
For individuals or businesses seeking financial guidance, Fitzgerald Financial Services offers a wealth of resources and support. It is highly recommended to contact the company at 8187892482\" or visit their website at www.fitzgeraldfinancial.com\" to explore their services further. Appointments are suggested to maximize the time spent with a consultant, allowing for in-depth discussions about financial goals and strategies. Additionally, leveraging the company's accessible features ensures that everyone can engage fully, making the experience seamless and welcoming. Whether you're dealing with retirement planning, investment inquiries, or general financial advice, Fitzgerald Financial Services provides a reliable partner, drawing on their expertise to deliver tailored solutions. By embracing their services, clients can benefit from a proactive approach to financial health, turning potential challenges into opportunities for growth.
Detailed Information on Services
Fitzgerald Financial Services specializes in two primary areas: financial planning and financial consulting, both designed to empower clients in managing their finances effectively. Financial planning involves creating a customized roadmap that addresses short-term and long-term objectives, such as saving for education, buying a home, or securing retirement. This process typically includes a thorough assessment of the client's current financial status, identification of goals, and development of a strategy to achieve them. Key components may include budgeting, debt management, and risk assessment, all tailored to the client's specific situation. Financial consulting, on the other hand, focuses on ongoing support and advice, helping clients navigate market fluctuations, investment opportunities, and tax implications. Consultants at Fitzgerald often draw on market knowledge to provide insights that keep clients informed and prepared. The firm's emphasis on accessibility, as seen in their wheelchair-friendly facilities, reflects their broader commitment to client-centered care, ensuring that services are not only professional but also inclusive. This dual approach makes Fitzgerald a comprehensive resource for anyone looking to build or maintain financial stability.
Additional Points of Interest
When considering Fitzgerald Financial Services, it's important to note their other points of interest, which enhance the overall client experience. The company's wheelchair-accessible car park, entrance, and toilet are designed to accommodate visitors with mobility challenges, promoting an environment of ease and dignity. This level of care is particularly valuable for clients who may need assistance or have specific requirements during their visits. Furthermore, appointments are recommended, which allows the team to dedicate sufficient time to each client, ensuring personalized attention rather than rushed interactions. This practice highlights the firm's dedication to quality service, as it enables in-depth discussions and follow-up actions. Other aspects, such as the professional atmosphere of the office and the expertise of their staff, contribute to a positive engagement. For those interested, the website provides additional details on how to get started, including downloadable resources and contact forms, making it easy to initiate the process without any barriers.
Why Choose Fitzgerald Financial Services
Choosing Fitzgerald Financial Services means opting for a partner that combines professional expertise with a client-focused mindset. Their strong points include a proven track record of client satisfaction, as evidenced by their high rating, and a team capable of addressing complex financial questions with clarity and confidence. The emphasis on accessibility ensures that the services are available to a diverse clientele, breaking down traditional barriers in the financial industry. Whether you're a novice seeking basic advice or an experienced investor looking for advanced strategies, the consultants at Fitzgerald can provide value-added support. From the testimonial, it's clear that clients appreciate the responsiveness and knowledge, which translates into practical benefits. To maximize the utility of their services, it's advisable to prepare for appointments by outlining specific questions or goals, allowing for a more productive session. Overall, Fitzgerald Financial Services stands out as a reliable choice for anyone prioritizing financial well-being in today's dynamic economy.
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"summary": "Fitzgerald Financial Services offers expert financial planning and consulting with accessible facilities and high client satisfaction.",
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đ Reviews of Fitzgerald Financial Services
