Mark A. Fitzpatrick

For individuals and businesses in Glastonbury, CT, and the surrounding areas seeking comprehensive guidance in financial and potentially legal matters, Mark A. Fitzpatrick operates from 115 Glastonbury Blvd, Glastonbury, CT 06033, USA. While the initial request was about a "lawyer," available information primarily indicates Mark A. Fitzpatrick as an insurance professional and financial advisor associated with LPL Financial LLC. It's important to provide an objective introduction based on the information found, which points more towards financial services than a traditional legal practice in the context of litigation or specific legal disputes.

The environment at 115 Glastonbury Blvd is likely that of a professional financial services office. Situated in a business-oriented area of Glastonbury, it would typically offer a structured and confidential setting for client consultations. The focus of such an environment would be on detailed discussions regarding financial planning, investment strategies, and insurance needs. The professional nature of the location suggests a comfortable and private space where clients can feel secure in sharing sensitive financial information and discussing long-term goals. Accessibility, as indicated by the address, would be a key consideration for clients in the local area seeking financial and insurance guidance.

Based on available information, Mark A. Fitzpatrick's services primarily revolve around financial and insurance advisory roles. As an insurance professional with LPL Financial LLC, he provides expert insurance services. This would typically include advising clients on various types of insurance, such as life insurance, health insurance, long-term care insurance, and potentially property and casualty insurance, to help them protect their assets and plan for future contingencies. Furthermore, his association with LPL Financial LLC and a designation as a CERTIFIED FINANCIAL PLANNER™ practitioner and CHARTERED LIFE UNDERWRITER signify a broader scope of financial services. These may include:

• Financial Planning: Developing personalized financial strategies to help clients achieve their long-term financial goals, including retirement planning, college savings, and wealth accumulation.
• Investment Advisory: Providing advice on investment portfolios, managing assets, and guiding clients through various investment products and strategies. As an Investment Advisory Representative, he is legally and ethically bound to act in the best interest of his clients.
• Retirement Planning: Assisting individuals in preparing for retirement, optimizing income streams, and managing retirement accounts.
• Estate Planning (Financial Aspects): While not a lawyer in the traditional sense of drafting wills, financial advisors often work with clients on the financial components of estate planning, ensuring assets are structured efficiently for transfer to beneficiaries.
• Risk Management through Insurance: Utilizing insurance products to mitigate financial risks.

His stated goal of helping clients "find ways to capture the most income, with the lowest taxes, and the least chance of running out of money" clearly outlines a focus on comprehensive financial well-being. He also aims to help people "discover benefits they are owed and may not be aware of," which speaks to a proactive and client-benefit-oriented approach.

Key features of Mark A. Fitzpatrick's professional approach include his commitment to client transparency and ethical conduct. As an Investment Advisory Representative, he is "bound both legally and ethically to act in the best interest of the clients and serves them with full transparency." This commitment to fiduciary duty is a significant feature, assuring clients that their financial well-being is the top priority. His designations as a CHARTERED LIFE UNDERWRITER and CERTIFIED FINANCIAL PLANNER™ practitioner indicate a high level of expertise and professional commitment, requiring extensive education and adherence to rigorous ethical standards. He is also noted as being trained to conduct "The Full Checklist Review," suggesting a thorough and systematic approach to understanding and addressing clients' financial needs.

While no specific client reviews for "Mark A. Fitzpatrick" as a financial or insurance professional at this specific address were directly provided in the initial input, broader online information suggests a professional who values direct client interaction and comprehensive service. His stated appreciation for "the freedom his schedule affords him to do the things he loves" and his enjoyment of "meeting with clients" implies a client-friendly and accessible demeanor. His active interest in "staying up on current events" and continuous learning further suggests a professional who remains knowledgeable and current in the ever-evolving financial landscape.

Regarding promotional information, professionals in the financial and insurance sectors typically promote their services through their credentials, areas of expertise, and commitment to client success. Mark A. Fitzpatrick's affiliation with LPL Financial LLC, a prominent independent broker-dealer, lends credibility and access to a wide range of financial products and services. His professional designations (CLU, CFP®) are significant promotional tools, signaling advanced knowledge and ethical practice. The availability for consultations Monday through Friday from 9 AM to 5 PM indicates a standard professional availability, and direct contact via phone (860) 734-0424 or mobile phone (+1 860-734-0424) allows for easy engagement. While not traditional "lawyer" promotional content like "no-fee warranty," his emphasis on acting in clients' best interests and providing full transparency serves as a strong value proposition in the financial advisory sphere.

In summary, Mark A. Fitzpatrick, operating from 115 Glastonbury Blvd, Glastonbury, CT, primarily serves local users in the "Lawyers Near Me" category who are seeking expertise in financial planning, investment advisory, and insurance services. While the initial query pertained to a "lawyer," the available public information paints a clear picture of a dedicated financial professional. His commitment to ethical practice, comprehensive financial guidance, and client transparency, supported by professional certifications and affiliations, positions him as a reliable resource for individuals and businesses aiming to manage their financial futures effectively in the Glastonbury area.