WHO ARE WE?

Since 2016, Fitzgerald Financial’s trained professionals have been dedicated to providing the community with exceptional service and the highest level of professionalism.

We offer accounting, tax, financial planning and insurance services and pride ourselves on delivering these at a personal level unattainable at large firms and franchises. We understand how critical the financial decisions that impact your future could be which is why it is so important to us to establish a mutual relationship built on trust with each and every one of our clients.

When it comes to your financial needs, rest assured that with the experienced professionals at Fitzgerald Financial, you’ll be in great hands.

OUR MISSION

Our Insurance Brokerage works specifically with Life Insurance, Health Insurance, Employee & Executive Benefits, Disability Insurance, Annuities, Long Term Care, Estate Planning and Retirement Planning

Our Tax Preparation Services focuses on Individual Returns, E-Filing, and Small Business Accounting. Our team has over 20 years of combined experience.

Our main office is located in the Chelsea neighborhood of Manhattan with a home-based remote office in Staten Island.