We been with the firm for 3 years now. They have put us 8n a great place for retirement. They are very responsive to us and are enjoyable to be around.

Tim and his team are great. His educational dinners are best to help you understand and make informed financial decisions about your retirement. He has a clear, no nonsense approach and he cares about you, your family, and your financial situation. If you are given an opportunity to do business with him, do so!!!!

It started with a free educational dinner, and led to a prosperous retirement plan. Everything in between is where Tim and his team works their magic. My wife and I couldnt have been more satisfied with the high level of professionalism and service we received. We have already recommended Fitzwilliams Financial to family, friends and co-workers. Big Thanks to Tim and his team, we are grateful for the success path you helped us realize!Eat well and prosper!Brian and Jennie Lindberg

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 dont charge fees and they also dont 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.Weve 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!

Tim has been my familys 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 wont be disappointed!

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!

This company gives a genuine touch to their clients. I have used them personally and continue to refer people to take advantage of their advanced knowledge and resources. The main purpose of investing is to make money and Tim does just that for his clients! Id encourage you to attend his complimentary dinners to get a good feel for expectations. They arent some long drawn out sales pitch (like I was expecting) but instead an informative and eye opening experience!

Ive worked with Tim Fitzwilliams and his team for many years and they are amazing!! I not only use Tim personally, but I also recommend him to all my clients, family and friends!! He is an absolute expert and extremely knowledgeable! I would highly recommend him!!

Have worked with Tim and his team for several years. Very professional and does his homework. He lives by his two rules and will work with you to find a strategy that works for you. Have used him and his team for financial planning needs. Highly recommend him, if youre not sure sit down and talk with him or check out a seminar. Well worth your time.

Tim Fitzwilliams is an expert at what he does and very knowledgeable. Make sure you attend one of his monthly seminars for a better understanding of what tax free retirement is all about. Cant recommend enough!

Tim is a very harder worker who will protect your assets. He explains finances in plain English and has done wonders to secure my familys future. Highly recommended!!!

I was so lost when I retired from the Navy. Tim explained things in such a simple way and set my mind at ease. He also saved me tons in taxes when the Navy messed up and sent me my tsp check instead of the right people. I trust him and have referred him to my family

Tim takes your financial situation personal. He will explain the finances as in depth as you want. If you want to go down to how every penny is allocated, he will do that. If you want to see what will happen in any scenario 5 years, 10 years or more down the road, he will do that.

Started out with a policy in 2008 and ended up working with Tim a few years later. Great person and great firm.

The video about his company has me looking forward to our meeting !