Fitzpatrick Financial Services, Inc, has maintained a professional relationship with First State Bank for over a decade, and offer a wide range of account and investment options to cover every stage of life. They currently maintain office hours at the Lynnville location on Wednesdays and are happy to meet at other First State Bank locations by appointment.
As financial advisors, Brian Fitzpatrick and his son Kevin take the time to analyze business cycles and daily market behavior to form a current and proactive approach to investing. They believe that discipline and patience pay off in the long run, but also think clients deserve to be informed of notable market shifts. When appropriate, Brian and Kevin won’t hesitate to recommend investment changes based on each client’s individual suitability and the existing risk of the markets.
No matter your situation, Fitzpatrick Financial Services is well-equipped to help you meet your financial goals. Give them a call today to discuss your needs and set up an appointment.
Brian K. Fitzpatrick, AAMS
Financial Advisor, Branch Manager
Kevin Fitzpatrick
Financial Advisor
Sherry Fitzpatrick
Office Manager
413 East Street
Lynnville, IA 50153
T 641.527.2535
*Financial Advisors offer securities through Raymond James Financial Services, Inc., member FINRA/SIPC and securities are not insured by bank/credit union insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the bank/credit union, are not guaranteed by the bank/credit union, and are subject to risks, including the possible loss of principal. Fitzpatrick Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
First State Bank and Raymond James have entered into an agreement in which First State Bank refers potential clients in exchange for a referral fee. Should you become a client, First State Bank would receive compensation. First State Bank’s receipt of this compensation creates an incentive for First State Bank to refer you to Raymond James rather than to other investment advisors with which it does not have similar referral arrangements, and a conflict of interest because First State Bank will only receive this compensation if you become a Client of Raymond James. First State Bank is a current advisory client of Raymond James. You will receive additional detailed disclosures regarding the referral arrangement prior to compensation being paid to First State Bank.