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Care - Compassion - Community
James Fitzpatrick
At 69 years old, James Fitzpatrick brings four decades of experience to the financial advising and insurance brokerage industry. A seasoned professional, James is passionate about helping people, offering expert guidance in employee benefits and personalized financial planning. His commitment to his clients and his extensive knowledge have made him a trusted advisor throughout his career.
My Story
In 1982, I embarked on my journey as an independent broker, laying the foundation for a career that has spanned over 40 years. As a Financial Advisor and Insurance Broker, I've had the privilege of developing strategic plans for companies' employee benefits and crafting individualized solutions for Life, Disability, Retirement planning, and Annuities. My role as a broker has afforded me the flexibility to work with all the insurance companies across the country, enabling me to tailor complete benefit packages that meet the unique needs of employers with 5 to 500 employees.
Throughout my career, I've become known as the "Go-To" financial advisor. My clients value the wealth of experience and the extensive network of professional associates I've built over the years. It's this combination of knowledge and connections that allows me to deliver exceptional service and results.
When I'm not assisting my clients, I cherish time with family and friends. Staying active is important to me, and I enjoy a range of outdoor activities. You might find me playing Golf, Disc Golf, Softball, or Pickleball, always embracing the opportunity to stay fit and enjoy the outdoors.
Contact
I'm always looking to help people let's connect and see what I can do for you!