Charles H. Fitzpatrick

Financial Advisor

chuck@benefitzgroup.com
Phone: 843-238-4400

Charles Fitzpatrick started in the insurance business 30 years ago with his father in Indiana. He began by driving many miles to clients’ homes to help them pick their Medicare & Long-Term Care insurance. Through his first years of being an insurance agent he began to be molded by his clients’ needs. Starting out, Charles was strictly a Medicare & Long-Term Care insurance salesperson. As he progressed his clients asked him about Property & Casualty Insurance, Investments, and now more recently Mortgages. Being so multi-faceted has led Charles to be able to be completely holistic in his approach to his clients. From the very beginning he learned that the pressure sales approach was the wrong approach. His number one mission statement is “I am not here to sell you something, I am here to help you through your options so you can choose what is best for you.” This approach has led to a client base of over 2000 people and a loyal referral network.

Charles Fitzpatrick currently works as a:

  1. Financial Consultant (over 20 years)
  2. Mortgage Branch Manager (4 year)
  3. Property & Casualty Agent (19 years)
  4. Life & Health Agent (34 Years)

Having all of these services available gives Charles the vehicle to serve you in any way you may need. Charles works very hard to make insurance, investments, and mortgages easy to understand and as uncomplicated as possible.

Check the background of this investment professional on FINRA’s BrokerCheck

Benefit Financial Services
1101 Johnson Ave
Suite 301-A
Myrtle Beach, SC 29577

OUR ACCOLADES

Best Places To Work 2023
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.