Fitzwilliams Financial

Financial Services • Chesapeake, Virginia, United States • 11-20 Employees

Company overview

Headquarters	860 Greenbrier Circle, Suite 305, Chesapeake, VA 23320, US
Phone number	+12147483647
Websites	ffinancial.net fitzwilliamsfinancial.com
NAICS	52
SIC	628
Keywords	Business Succession Planning, Annuities, Health Insurance, Life Insurance, Estate Planning, Wealth Management, Tax-Free Retirement
Founded	2006
Employees	11-20
Socials

Key Contacts at Fitzwilliams Financial

Tim Fitzwilliams

Founder & Ceo

Charlotte Wertman

Marketing Director

Sarah Huff

Director Of First Impressions

Fitzwilliams Financial Email Formats

Fitzwilliams Financial uses 2 email formats. The most common is {first initial} (e.g., j@ffinancial.net), used 90% of the time.

Format	Example	Percentage
{first initial}	j@ffinancial.net	90%
{first name}	john@ffinancial.net	10%

About Fitzwilliams Financial

Fitzwilliams Financial's mission is to help individuals, families and small business owners plan for a sound financial future by using 5 key components of financial planning. 1: Investment Planning 2: Tax Planning 3: Retirement Planning 4: Insurance Planning 5: Estate Planning This is accomplished via: A Chartered Financial Analyst as our portfolio manager with a focus on Economic market cycles. Actively Managed Accounts -Utilizing advanced market cycle analysis, and professionally managed by an Independent Chartered Financial Analyst A Tax Firm to engage and help with tax planning, tax preparation and bookkeeping. A globally recognized top performing Insurance Agency - A 'Top of the Table' rated insurance agency specializing in advanced risk mitigation. An Estate planning attorney to help with all levels of Estate planning needs to include but not limited to Trusts, Wills, Power of Attorneys and Medical Directives. By having all of these professionals under one company, we create the ultimate client experience of a 1 stop shop for all financial planning needs.

Fitzwilliams Financial revenue & valuation

Annual revenue	$825,452
Revenue per employee	$52,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,700,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Fitzwilliams Financial has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Fitzwilliams Financial has never raised funding before.

Fitzwilliams Financial Tech Stack

Discover the technologies and tools that power Fitzwilliams Financial's digital infrastructure, from frameworks to analytics platforms.

HighLevel

CRM

Site Kit

Analytics

Vimeo

Video players

Google Maps

Maps

Elementor

Page builders

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Frequently asked questions

Fitzwilliams Financial is located in Chesapeake, Virginia, US.

You can reach Fitzwilliams Financial at +12147483647.

Fitzwilliams Financial was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

Fitzwilliams Financial has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.