Texas > Houston > Fitzgerald Financial Partners

Fitzgerald Financial Partners

Verified Listing

(713) 623-1353
2500 Citywest Blvd
Suite 300
Houston, TX 77042
Category: Finance & Legal:Financial Services:Financial Advisory Services


About

Retirement Planning & Financial Planning Houston Texas – Wealth Management & Investment Advisory Services for pre-retirees who what to replace 100% of their income and retire within a 5 year period.

We focus on helping 55+ pre-retirees build a solid game plan for transitioning into retirement by focusing on their goals and then building the plan around what is important to them.

The firm is lead by Five Star Advisor – Michael J. Fitzgerald, CPA/PFS, CFP, MST (Houston, TX) who has developed a way to help & train pre-retirees for the next phase of their retirement lives.

We offer a complimentary second opinion review of potential clients retirement plans.


Products And Services

Retirement Planning Houston TX
Financial Planning Houston TX
Wealth Management Houston TX
Investment Advisory Services Houston TX
Five Star Rated Paladin Registry Advisor
Certified Public Accountant – (CPA) TX
Personal Financial Specialist – (PFS)
Certified Financial Planner – (CFP)
Master of Tax Consulting – (MST) – Texas A&M
Personal Financial Planning
Retirement Distribution Planning
Retirement De-accumulation Planning
Tax Minimization & Tax Planning


Payment Options

Visa, Mastercard, American Express, Discover, Cash, Checks


Languages Spoken

English


Year Founded

2006


Number Of Locations

1


Number Of Employees

1+


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