Trusted Professionals. Proven Results.
Our team has a proven track record of success. We are trusted among industry leaders and have helped hundreds of clients achieve their financial goals.
$160,000,000+
In Retirement Assets
$4,000,000+
Scheduled Interest Saved
$14,800,000+
Debt Eliminated
What We Offer
We offer a wide range of services to ensure your financial success. From retirement planning to wealth management, we provide the tools and expertise to help you achieve your financial goals.
Wealth Management
Unlock your financial potential with our tailored wealth management solutions, guiding you towards financial freedom and securing your future.
College Savings Plans
Start planning for your child's future with our college savings plans, ensuring their educational dreams become a reality without financial strain.
Retirement Solutions
Plan for retirement confidently with our tailored solutions, designed to optimize savings and provide financial peace of mind.
About Us:
In June of 2010, Erin Fitzgerald's (then Sheridan) family mourned the tragic loss of her sister. In the months that followed, letters from grateful organ recipients arrived, sharing the stories of the lives that were saved by her sister's selfless donations.
In January of 2011, a donated heart from an anonymous stranger became the lifeline for Derek Fitzgerald, with only hours remaining before his own heart would give out. The gift not only saved Derek's life, but provided him with miraculous beginnings; a new business, a new wife, a beautiful baby girl, and a world record for becoming the first cancer-survivng heart transplant recipient to finish a full-distance IRONMAN© triathlon.
After a decades of running successful businesses, Derek and Erin built The Fitzgerald Agency. Their mission? To be those strangers who enter their client’s lives, offering financial guidance poised to alter destinies for generations. Their story is a testament to the incredible power of human connection, kindness, and the ripple effects of a simple act of giving.
Committed to Your Financial Well-Being
At The Fitzgerald Agency, we understand the importance of financial security. We are a team of experienced financial professionals dedicated to providing customized solutions to meet your unique needs and goals. We work closely with you to develop a comprehensive financial plan that protects your assets and maximizes your returns.
Retirement Plans
Wealth Management
College Savings
“I had nearly 12 years of scheduled debt payments piled up in front of me; nursing school loans, a mortgage, cars, and credit cards. Now I'll be completely debt free in 4 and a half years… without adding a penny to my monthly bills.”
Jamie M.,
Nurse
Derek... (helped) educate us, answer all of our questions and put two incredible policies in place that we couldn’t be happier with.
He’s extremely down to earth and was very knowledgeable and patient when it came to this entire process. I highly recommend his services
Shawn K.,
Entrepreneur
“I trust The Fitzgerald Agency to help me manage my finances and plan for the future. Their personalized service and customized solutions have exceeded my expectations.”
David Johnson,
Business Owner