Bob Fitzsimmons

President, CFP® Professional at FP Wealth Management, Inc. - Lincoln, NE, US

Bob Fitzsimmons's Colleagues at FP Wealth Management, Inc.
Bob CFP

President, CFP Professional

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Sherry Taylor

Client Services Manager

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Lily Smyth

Industrial Placement Student

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Bob Fitzsimmons's Contact Details
HQ
402-465-5678
Location
Lincoln,Nebraska,United States
Company
FP Wealth Management, Inc.
Bob Fitzsimmons's Company Details
FP Wealth Management, Inc. logo, FP Wealth Management, Inc. contact details

FP Wealth Management, Inc.

Lincoln, NE, US • 5 - 9 Employees
Financial Services

Working with a financial advisor isn't just about the numbers, it's about confidence and having someone looking out for your best interests at all times. At FP Wealth Management, Inc., we believe in offering our clients a full-client service experience. We want them to know their financial success is our first priority. Our team of professionals combines decades of financial industry experience with uncompromising integrity and dedication to customer service.Today, FP Wealth Management, Inc. has grown to a team of five professionals who serve close to 800 households, but we have retained our client-centric approach. The primary focus of our financial services business is wealth management planning for individuals and families.Our wealth management service starts the day you become a client…continues many years into the future…and eventually leads to helping with the estate transfer to the client's chosen beneficiaries and favorite charities.Today. Tomorrow. Forever. FP Wealth Management, Inc.www.FP-Wealth.comhttp://twitter.com/FPWealthManagehttp://facebook.com/FPWealthMangementSecurities and investment advisory services offered through SagePoint Financial, Inc., member FINRA and SIPC, and a registered investment advisor. Insurance offered through FP Wealth Management Inc., which is not affiliated with SagePoint Financial.

Financial Services Financial Planning Investment Advisory Wealth Management Retirement Planning Estate Planning Life Insurance Employee Benefits IRA's Managed Futures Mutual Funds Annuities 401k's ETFs Stocks Bonds IRA's 401k's IRA's 401k's
Details about FP Wealth Management, Inc.
Frequently Asked Questions about Bob Fitzsimmons
Bob Fitzsimmons currently works for FP Wealth Management, Inc..
Bob Fitzsimmons's role at FP Wealth Management, Inc. is President, CFP® Professional.
Bob Fitzsimmons's email address is ***@fp-wealth.com. To view Bob Fitzsimmons's full email address, please signup to ConnectPlex.
Bob Fitzsimmons works in the Financial Services industry.
Bob Fitzsimmons's colleagues at FP Wealth Management, Inc. are Bob CFP, Sherry Taylor, Natasha Thorpe, Lily Smyth, Brett Burchett and others.
Bob Fitzsimmons's phone number is 402-465-5678
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