Paul Fitzpatrick Email & Phone Number

For more than 35 years, I have advised clients on financial planning and insurance strategies. I work with individuals, families and business owners to create a comprehensive, holistic financial plan and investment portfolio that addresses their personal goals and life’s major financial milestones. When circumstances arise or needs change, I work with the client to update and adjust their plan accordingly. As an independent financial advisor, I am committed to helping my clients make well-informed financial decisions.I hold Series 7, 63, 66 and 24 securities registrations through LPL Financial. I graduated from Nichols College in 1982 with a Bachelor of Science degree in Public Administration. I began my career in the financial services industry in 1986 with American Express Financial Advisors.Throughout my career, I have been an active member in my community and currently serve as a member of the Gardner Chamber of Commerce and the Heywood Hospital Golf Committee. I was also a past president of the Gardner chapter of the Rotary Club.I reside in Milford, Massachusetts with my wife, Rose Ann. We have four adult children, and enjoy traveling and spending quality time with our family.