After nearly 15 years of serving clients at Pathfinder Bank in the investment services department, financial adviser Craig Fitzpatrick recently announced the launch of Fitzpatrick Financial, a full-service investment firm.
This transition marks a significant milestone in Fitzpatrick’s career, reinforcing his commitment to offering clients an experience built on trust, integrity and a deep understanding of their individual financial goals.
“Starting Fitzpatrick Financial has been a dream of mine for many years,” he said. “I’ve always aimed to be the adviser who truly understands and cares about each client, and this new chapter will allow me to better serve that mission. By forming my own firm, I’m more committed than ever to offering honest, personalized and dedicated service to everyone I work with.”
As part of this transition, Fitzpatrick will be joined by his trusted assistant of many years, Ginger Lyons, who will continue to provide outstanding service and support to enhance the client experience. The new firm will offer even more personalized services, with a stronger focus on addressing each client’s unique needs and long-term financial goals.
“We are deeply rooted in this community,” said Fitzpatrick. “This is where we grew up, where our families live, and where we stay actively involved. We’re proud to call this place home, and we’re excited to continue supporting the people in our community, by helping them achieve their financial goals.”
Lyons, office operations manager at Fitzpatrick Financial, added, “Our close relationships with clients will remain unchanged. We’re committed to making sure clients feel valued and supported every step of the way. This new venture will allow us to provide even more individualized attention, and I’m thrilled to be part of it.”
Fitzpatrick Financial is committed to being the trusted financial partner for clients at every stage of life. The firm’s mission is to understand the unique needs of each client and create a strategic plan for their financial success and future. Fitzpatrick said he believes in fostering long-term relationships built on trust and understanding, not just managing portfolios.
Fitzpatrick Financial is located at 201 S. Second St. in Fulton. For more information or to get in touch with Fitzpatrick Financial, please contact them directly at 315-887-1019.
