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Frank B. Fitzgerald III CLU® ChFC®

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. The good news is that it's never too late to start.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

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Disclosure

Frank Fitzgerald is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, MA, MO, NC, NH, SC, TN, and TX. No insurance business may be conducted outside the states referenced.

Frank Fitzgerald is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 880 S Pleasantburg Dr Ste 3d, Greenville, SC, 29607, 864-298-0010. In this regard, this communication is strictly intended for individuals residing in the states of NC, SC, and TN. No offers may be made or accepted from any resident outside the specific states referenced.

FITZGERALD AND ASSOCIATES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither FITZGERALD AND ASSOCIATES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​