Jim Fitzpatrick

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Let's Talk

Jim Fitzpatrick

Financial Advisor

Let's Talkopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Jim Fitzpatrick

I work with individuals, families, and business owners to identify gaps in their financial life and provide recommendations to fill the gaps to achieve their financial goals.

My wife and I live in southwest Florida and have a daughter in New York City. My prior experience includes over 30 years in banking in the Midwest. My roots are in New England. Enjoy golf and reading.

I'm Most Proud Of: Making a difference in the lives of individuals, families, and business owners.

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

The Prudential Difference

    • Variable Annuities: FL, NY, OH, TN
    • Securities License: FL, NY, OH, TN
    • Fixed Annuities: FL, NY, OH, TN
    • Variable Life Insurance: FL, NY, OH, TN
    • Life Insurance: FL, NY, OH, TN