Jacob T. Fitzgerald,  CFP<sup>&reg;</sup> - Financial Advisor

Jacob T. Fitzgerald, CFP®

Financial Advisor

Ameriprise Financial Services, Inc

6845 Weaver Road, suite 300
Rockford, IL 61114
FINANCIAL ADVISOR'S WEBSITE
(815) 316-6460 CONNECT WITH Jacob
  • linkedin link

General

Jacob Fitzgerald is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc in Rockford, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Asset Allocation, Disaster Recovery, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth

More

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