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Tommy Fitzpatrick
Financial Advisor, Bankers Life Advisory Services, Inc.®
Agency Director - Insurance Agent - Bankers Conseco Life Insurance Company
Direct Phone:
(631) 863-7012(631) 863-7012
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Meet Tommy Fitzpatrick
Personal Business Philosophy
My goal is to offer solutions that meet your needs today and for the life of your retirement. I believe in building a personal relationship
with you as my client, so I can better understand your retirement goals and help you get there with confidence and peace of mind.
licensed in
NY
professional background
Joined Bankers Life in 2013Became a Financial Representative in 2021Began work in the Insurance Industry in 2013Education: BA in Political Science, Indiana University
designations received
Insurance Designations: Life and HealthFinancial Representative Designations: Series 6, Series 63, Series 65
personal background
Family: Proud Father
Tommy Fitzpatrick, Bankers Life Agent and Bankers Life Securities Financial Representative in Hauppauge, NY
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(631) 521-2200(631) 521-2200
Direct Phone:
(631) 863-7012(631) 863-7012
Cell Phone:
(631) 521-4300(631) 521-4300
Branch Info
1393 Veterans Memorial Hwy
Ste 100S
Hauppauge, NY 11788
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Weekend Availabilty upon request
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Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in Hauppauge, NY
Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
Explore
Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Tommy Fitzpatrick
5.0
Rating 5.0
(7 Reviews)- December 30, 20255.0 out of 5.0Rating 5.0Great customer service
- April 18, 20255.0 out of 5.0Rating 5.0Had answers to all my questions about Medicare and other concerns. Courteous and honest.
- December 1, 20235.0 out of 5.0Rating 5.0Wonderful personality from Tommy and his colleague Amanda Castillo, beyond happy with the service they provided. They both helped me with all my retirement needs and I would recommend them to any one else that needs portfolio assistance. Thank you guys!
- May 21, 20235.0 out of 5.0Rating 5.0Tom has taken care of my family for years, and he is great to work with upon explaining my budget limits. He was able to assist me with obtaining coverage. Great Job!
- March 22, 20235.0 out of 5.0Rating 5.0Easy to work with Knowledgeable
- February 15, 20235.0 out of 5.0Rating 5.0Very Professional
- November 23, 20225.0 out of 5.0Rating 5.0Tommy was professional, very informative, friendly and patient with me when making my decision. He’s a great agent to have on your team. Thank you
Displaying reviews 1 - 1 out of the 7 most recent
Frequently Asked Questions
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Tommy
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (631) 521-4300 or fill out the form. I’ll be in touch soon.
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