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WE WORK FOR YOU
NOT FOR THE COMPANY

TAX & INSURANCE

SERVICES

Since our founding in 2016 by Steve Fitzgerald, we’ve been dedicated to providing comprehensive financial services tailored to your unique needs. At Fitzgerald Financial, we specialize in retirement planning, pension maximization, insurance solutions, and holistic financial support. Whether you’re an individual, a family, or a business, we’re here to guide you toward financial success. Join us on this journey, and let’s build a prosperous tomorrow together!

MORE ABOUT US

Our services

Fitzgerald Financial is a NYC based Insurance & Tax Services company. Our company is broken down into three departments: insurance, tax preparation, and small business accounting.

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Insurance

Our wide array of top rated products allows us to best suit our customer’s needs. Our insurance consists of Life Insurance, Employee and Executive Benefits, Health insurance, Annuities, Disability Insurance and Long Term Care.

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Tax Preparation

Our Tax Preparation division consists of Individual Federal and State F-Filing, Free Consultations, and Financial Planning.

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Small Business Accounting

Our Small Business Accounting division allows us to help out many small businesses throughout the New York City area. Our services are, but not limited to, Tax Preparation, Bookkeeping and Payroll.