Fitzgerald Advisors: Whole Loan Advisors, Debt & Note Brokers

Welcome to The Financial Advisors, LLC- Expert Loan Management

Return to site

Advisors LLC: Loan Management and Financial Strategies

Fitzgerald Advisors, LLC is a loan advisory firm, note broker and buyer/seller of performing and non-performing whole loans. We provide creative solutions to manage credit risk, liquidity and dispose of assets. Tax efficient solutions and comprehensive financial strategies. We help align strategies with your financial goals and future.

As a distressed asset advisory firm we serve a wide range of clients including highly capitalized investors looking for diverse opportunities. Our advisors have experience managing distressed, sub-performing and performing loans, notes, charge-off debt and hard money deals. Whether brokering debt equity, facilitating note sales or advising on performing loan strategies Fitzgerald Advisors is your partner for managing and growing your loan portfolio.

 

Investment Adviser: Your Loan Management and Financial Growth Partner

Our team at Fitzgerald Advisors LLC offers full service advisory services to meet the needs of our clients. Whether you want to buy, sell or manage loans we provide strategic guidance on how to optimize your loan portfolios and structure them for success. We help our clients with tax efficient strategies including using traditional IRAs, Roth IRAs and other financial vehicles to manage their tax liabilities and maximize returns.

Fitzgerald Advisors helps you navigate the financial maze and our expertise extends to structuring estate plans to protect your wealth, preserve your legacy and manage your assets for the future. Our advisors help you explore tax efficient solutions and financial strategies for long term success. We create customized solutions for your business, LLC or personal financial needs.

 

Tax Efficient Strategies

At Fitzgerald Advisors we know managing money is about more than just today – it’s about tomorrow. We offer tax efficient solutions to help our clients manage their financial assets to benefit their bottom line. Whether through traditional IRAs, Roth IRAs or other tax saving accounts we make sure your financial planning is optimized for today and tomorrow.

We believe in creating strategies that help you grow your assets and secure your legacy. By working with us you’ll explore customized solutions that are tax efficient and aligned with your long term goals. We’ll help you structure investments, accounts and strategies that make sense for your situation. Trust us to navigate the complex and provide solutions for you.

 

The Markets We Serve

Fitzgerald Advisors serves clients in many industries, providing advisory services for loan management, development and disposition. We have expertise in many sectors and debt types including but not limited to:

  • Distressed Debt & Performing Loans
  • Medical Receivables & Consumer Credit
  • Charge-off Debt Portfolios & Alternative Finance
  • Non-Performing Loans (NPLs) & Performing Loan Management
  • Hard Money & Specialty Financing
  • Commercial & Industrial Property Loans
  • SBA Loans (7A and Non-guaranteed)
  • Real Estate Notes, Promissory Notes & 2nd Liens
  • Non-QM Loans & Refinancing Solutions
  • Manufactured Housing & Mobile Home Financing
  • Recreational Equipment Loans & Equipment Leasing

Our advisors are ready to help you manage, grow and dispose of your assets. Whether you’re looking for new opportunities or need help with an existing project Fitzgerald Advisors has the expertise and support for you.

 

Why Choose Fitzgerald Advisors?

At Fitzgerald Advisors our clients come first. Our team of experts offers full service solutions from strategic planning and advisory to managing distressed asset portfolios. Our advisors work with clients to create customized solutions that maximize assets and achieve financial goals. We focus on financial planning, tax strategies and asset management to help build and preserve wealth.

We know the financial landscape is changing and we’re here to help you navigate it. Our services are designed for you and we work hard to make sure you have the strategies and tools to succeed.

 

Contact Us

Ready to take control of your financial future? Contact Fitzgerald Advisors. Financial institution, investor or individual looking for guidance? We can help. Our team will deliver solutions for you. Reach out today to learn more about our services and how we can help you manage your loan portfolio and assets.

author avatar
Hartman Managing Member
Fitzgerald Advisors, LLC is a well-established investment firm that focuses on buying and selling whole loans, commercial and consumer debt portfolios, and real estate notes.
Scroll to Top