Fitzgerald Financial Partners

Finance · 11-50 Employees

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Overview

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
1
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1

About Fitzgerald Financial Partners

Fitzgerald Financial Partners is a financial planning firm based in Houston, Texas, specializing in college financial planning and funding for moms of college-bound students. They offer innovative solutions, including five and ten-year plans to help families afford college expenses while also providing retirement planning services. The firm emphasizes a fiduciary approach, prioritizing clients' interests over commission-driven advice, and utilizes advanced technology for investment management. Their mission is to partner with clients to achieve long-term financial goals through comprehensive wealth management strategies.Explore more
Popular SearchesFitzgerald Financial Partners LLCFitzgerald Financial PartnersSIC Code 62,628NAICS Code 52,523Show more

Fitzgerald Financial Partners Org Chart

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MJ

President, Michael Jp Fitzgerald, Cpa & Pfs, ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fitzgerald Financial Part...

$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
1-10
Private
-
-
MK
Michael KarstensFounder & President
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
11-50
Private
-
2014
AW
Amanda WolfeOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fitzgerald Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fitzgerald Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fitzgerald Financial Partners.

Fitzgerald Financial Partners Tech Stack

A closer look at the technologies used by Fitzgerald Financial Partners

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Frequently Asked Questions Regarding Fitzgerald Financial Partners

What is Fitzgerald Financial Partners's official website?
Fitzgerald Financial Partners's official website is www.fitzfp-llc.com
What is Fitzgerald Financial Partners's Revenue?
Fitzgerald Financial Partners's revenue is $5.7 Million
What is Fitzgerald Financial Partners's SIC code?
Fitzgerald Financial Partners's SIC: 62,628
What is Fitzgerald Financial Partners's NAICS code?
Fitzgerald Financial Partners's NAICS: 52,523
How many employees does Fitzgerald Financial Partners have?
Fitzgerald Financial Partners has 11-50 employees
What industry does Fitzgerald Financial Partners belong to?
Fitzgerald Financial Partners is in the industry of: Finance, Securities Trading
What is Fitzgerald Financial Partners competition?
Fitzgerald Financial Partners top competitors include: Focus Financial Network, Horizons Wealth Management, NestEggZone.com, Heritage Family Offices
What technology does Fitzgerald Financial Partners use?
Some of the popular technologies that Fitzgerald Financial Partners uses are: GlobalSign, ASP.NET, Rackspace Email Hosting
What does Fitzgerald Financial Partners do?

Fitzgerald Financial Partners is a financial planning firm based in Houston, Texas, specializing in college financial planning and funding for moms of college-bound students. They offer innovative solutions, including five and ten-year plans to help families afford college expenses while also providing retirement planning services. The firm emphasi... zes a fiduciary approach, prioritizing clients' interests over commission-driven advice, and utilizes advanced technology for investment management. Their mission is to partner with clients to achieve long-term financial goals through comprehensive wealth management strategies.Read More

Is Fitzgerald Financial Partners a public company?
Fitzgerald Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Fitzgerald Financial Partners

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