Edward Jones - Financial Advisor: Brian Fitzpatrick, CFP®|AAMS®
5.02 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Brian Fitzpatrick, CFP®|AAMS®
103 US Hwy 41 S, Inverness, FL
34450, United States
Hours
Reviews
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- HDHeather DDec 19, 20225.0Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian Fitzpatrick, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Brian Fitzpatrick offer?
The firm offers financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Brian Fitzpatrick at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Brian Fitzpatrick located?
The office is located at 103 US Hwy 41 S, Inverness, FL 34450.
What are the regular business hours for Edward Jones - Financial Advisor: Brian Fitzpatrick?
The office is closed Monday through Sunday; it is open by appointment only on Fridays.
How can I schedule an appointment with Brian Fitzpatrick at Edward Jones?
Appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/b-fitzpatrick/contact/.
What options are available for downloading the Edward Jones app?
The Edward Jones app is available for Android on Google Play and for iOS on the Apple App Store.
Are there other Edward Jones financial advisors near Brian Fitzpatrick's office in Inverness?
Yes, nearby Edward Jones advisors include Mack DeBruyn, Eric L Townsend, and Scott L Lee, CFP®|AAMS®.
What dining options are available near Edward Jones in Inverness?
Mama's Kuntry Kafe, an American restaurant and cafe offering breakfast and brunch, is nearby for a meal before or after your appointment.
Are there any automotive repair services near Edward Jones in Inverness?
Yes, Ice Cold Air Discount Auto Repair and Downtown Quality Automotive are nearby for vehicle maintenance needs.
What local attractions can I visit near Edward Jones - Financial Advisor: Brian Fitzpatrick in Inverness?
You can visit the Old Courthouse Heritage Museum, Citrus County Historical Society, and the Old Citrus County Courthouse for local history and culture after your meeting.