To give our clients the knowledge and tools that they need in order to take control of their finances and to achieve their dreams.
Fitzpatrick Financial Services is a provider of financial, investment and tax advice to help our clients to understand how they can achieve their personal goals and dreams.
Depending on the your wishes and circumstances, we can provide advice and options on educational savings plans, stress-free retirement plans, saving for a home or cottage or whatever your dream is. Care will be taken to align savings and investment strategies with your comfort level for perceived risk and personal preferences.
We also do flat-rate income tax preparation for individuals and sole proprietorships.