National Retirement Planning Experts

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John P Fitzpatrick - Morgan Stanley
414 Main St
Ste 101

Port Jefferson, NY 11777

631-642-8603

Description

My desire is to help individual clients, their families and small businesses in meeting their day to day financial challenges as well as their long term goals. In knowing our clients' financial needs, wants and time horizon, my team and I develop, implement and monitor appropriate strategies by delivering well thought out advice and dedicated personal service.

General Information

Year Established

1935

Services

Wealth Planning , Private Wealth Management , Institutional Investment

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