Fitzgerald Wealth Strategies

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5920 E University Blvd Apt 1208, Dallas,...

Phone Number

(972) 849-7902

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
1
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1

About Fitzgerald Wealth Strategies

Fitzgerald Wealth Strategies, L.L.C. is a boutique wealth advisory firm that focuses on creating personalized financial plans to help clients achieve their personal and financial goals. They offer services in retirement planning, investment management, and comprehensive wealth advisory, acting as personal coaches to manage all aspects of clients' financial lives. The firm operates under Solutions 4 Wealth, a Registered Investment Advisor, and provides consulting on budgeting, asset accumulation, estate planning, and retirement needs. Their intended clients include individuals seeking tailored financial strategies and support in managing their wealth.Explore more
Popular SearchesFitzgerald Wealth StrategiesFitzgerald Wealth Strategies LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fitzgerald Wealth Strateg...

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
-
PS
Paul SantanielloPresident & Owner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fitzgerald Wealth Strategies Tech Stack

A closer look at the technologies used by Fitzgerald Wealth Strategies

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Frequently Asked Questions Regarding Fitzgerald Wealth Strategies

What is Fitzgerald Wealth Strategies's official website?
Fitzgerald Wealth Strategies's official website is www.fitzgeraldwealthstrategies.com
What is Fitzgerald Wealth Strategies's Revenue?
Fitzgerald Wealth Strategies's revenue is <$5 Million
What is Fitzgerald Wealth Strategies's SIC code?
Fitzgerald Wealth Strategies's SIC: 62,628
What is Fitzgerald Wealth Strategies's NAICS code?
Fitzgerald Wealth Strategies's NAICS: 52,523
How many employees does Fitzgerald Wealth Strategies have?
Fitzgerald Wealth Strategies has 1-10 employees
What industry does Fitzgerald Wealth Strategies belong to?
Fitzgerald Wealth Strategies is in the industry of: Finance, Securities Trading
What is Fitzgerald Wealth Strategies competition?
Fitzgerald Wealth Strategies top competitors include: Wealth Management Group, JP SANTANIELLO Retirement Planning Solutions, The Holland Group, Eissman Wealth Management
What companies has Fitzgerald Wealth Strategies acquired?
Fitzgerald Wealth Strategies has acquired the companies: Fitzgerald Wealth Strategies, Shoreline Financial Advisors, Netting & Pace, Willingdon Wealth Management
What technology does Fitzgerald Wealth Strategies use?
Some of the popular technologies that Fitzgerald Wealth Strategies uses are: Squarespace Online Stores, GoDaddy DNS, Starfield Technologies, GoDaddy Web Hosting
How do I contact Fitzgerald Wealth Strategies?
Fitzgerald Wealth Strategies contact info: Phone number: (972) 849-7902 Website: www.fitzgeraldwealthstrategies.com
What does Fitzgerald Wealth Strategies do?

Fitzgerald Wealth Strategies, L.L.C. is a boutique wealth advisory firm that focuses on creating personalized financial plans to help clients achieve their personal and financial goals. They offer services in retirement planning, investment management, and comprehensive wealth advisory, acting as personal coaches to manage all aspects of clients' f... inancial lives. The firm operates under Solutions 4 Wealth, a Registered Investment Advisor, and provides consulting on budgeting, asset accumulation, estate planning, and retirement needs. Their intended clients include individuals seeking tailored financial strategies and support in managing their wealth.Read More

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

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