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Fitzwilliams Financial / Fitzwilliams Wealth Management
Your trusted partner for tax-free retirement planning and wealth management.
4.2
Business
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Your trusted partner for tax-free retirement planning and wealth management.
Fitzwilliams Financial provides comprehensive financial advisory services focused on retirement planning, wealth protection, and growth strategies. The firm specializes in tax-free retirement solutions, whole life insurance, and estate planning, offering personalized strategies without management fees or investment minimums. Known for their educational dinner seminars and client-centered approach, they help individuals and families achieve financial security with dependable, predictable plans. Serving the Chesapeake community, Fitzwilliams Financial emphasizes transparency and long-term relationships to guide clients through every stage of their financial journey.
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Customized strategies for tax-free retirement, including investment accounts and income planning.
Comprehensive management of assets to protect, save, and grow wealth with guaranteed options.
Insurance solutions that provide financial security and long-term benefits.
Planning and preparation to minimize tax liabilities and optimize financial outcomes.
Assistance with trusts, wills, and legacy planning to secure your family's future.
Free educational dinner seminars on retirement and investment topics for the community.
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Overall rating
Michelle Brown
My experience with Tim Fitzwilliams & Brian was extremely disappointing. They directed me to make a financial decision that made them a lucrative commission and poor financial decision for me. My advice is to get a second or third opinion before making a financial decision they you may regret. I would also recommend that you not use their tax services or attorney for estate planning. Dan from their tax department had approved my taxes to be submitted incorrectly more than once. Once going over it in extreme detail with him and getting it right to be submitted on time, he submitted it late. This is the first time in my life my taxes have been submitted late! I never heard from Star, the dept. head or Tim with an apology. The attorney is nice, but not equipped to prepare a Trust Agreement. The document he completed for me included outdated language, incorrect terminology and did not include important information. Just think about it this way, you would not use your primary care physician to do heart surgery on you, so why would you use an attorney that does not specialize in estate planning to do your Trust documents? Or, why would your financial advisor recommend them? I learned this lesson after the fact. I wrote this review to encourage others to learn from my experience. Please do your due diligence to ensure you make the best decisions for yourself!
David Lewis
I have been working with Fitzwilliams Financial for years and they are amazing. They handle my retirement planning and whole life insurance needs. Highly trusted and highly recommended!
Alex Brown
Tim has been my family's advisor for three years and he has always made himself readily available when we needed to review our retirement plan or budget. He is a leader in his field and I highly recommend attending one of his free financial dinner seminars if you are looking to learn more about what Tim and Fitzwilliams Financial has to offer. You won't be disappointed!
Abe Abich
Tim and the team at Fitzwilliams Financial are one of a kind. Whether you are just starting out, still saving money for retirement, or are already established and have money saved that you are looking to protect, Fitzwilliams Financial can help you. The tax-free and stress-free strategies they use to help people protect, save, and grow their money are strategies that everybody needs. Everyone needs financial accounts that are dependable, predictable, and that offer guarantees you can count on for life. A few ways that we have found Fitzwilliams Financial to be different than your typical financial advisor firm, is that they don't charge fees and they also don't have minimum amounts required to invest. You have absolutely no obligation when you meet with them which takes the pressure out of the planning process. We've found Tim and his office to be very caring, trustworthy, and extremely knowledgable about retirement planning. You would be doing yourself a favor to meet with Fitzwilliams Financial. We have, and are very happy with them, and would recommend them to anyone we know. Thanks to all at Fitzwilliams Financial!
Amy Dearborn
If you are looking for a way to retire tax free, Timothy Fitzwilliams of Fitzwilliams Financial is the answer. Tim offers a full package of investment services to help you create a customized retirement plan that will meet your retirement goals. His free financial dinner training seminars gave me just what I needed to make informed financial decisions about my retirement and the dinner was delicious! His clear, no nonsense approach made some confusing financial topics crystal clear. Would recommend to all, young and old!
