local ai registry · agent view · /biz/ca/sherman-oaks/fitzgerald-financial-services-sherman-oaks-ca

# Fitzgerald Financial Services

Financial Planner — Sherman Oaks, California. Registry entry: https://localairegistry.com/biz/ca/sherman-oaks/fitzgerald-financial-services-sherman-oaks-ca

**AI Score: 22/100** (Weak, verified August 4, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in Sherman Oaks" (checked August 4, 2026)
> ChatGPT answered with other businesses; Fitzgerald Financial Services was not mentioned.

### Gemini — not named
Asked: "best financial planner in Sherman Oaks" (checked August 4, 2026)
> Gemini answered with other businesses; Fitzgerald Financial Services was not mentioned.

## Known for

Fitzgerald Financial Services excels in estate tax planning, particularly in clarifying federal estate tax brackets and rates, as well as advising on long-term care insurance strategies.

## What reviews say

> Not enough substantive reviews yet — the digital story for this business is still being written.

Bottom line: Not enough review detail to summarise confidently.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 39 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 29 |
| Backlink & citation authority | 8% | 54 |
| Google Business Profile | 8% | 67 |
| Speed & mobile | 7% | 76 |
| Content freshness & schema | 5% | 35 |

## Others on record in Sherman Oaks

- Premier Financial Consultants — AI Score 30
- Creative Planning — AI Score 30
- Mark D Duntz, Financial Planner | Prudential Advisor — AI Score 21

Fitzgerald Financial Services ranks 3 of 4 in its category here.

## Facts

- Address: 15315 Magnolia Blvd Ste 415, Sherman Oaks, CA 91403, USA
- Phone: (818) 789-2482
- Website: fitzgeraldfinancial.com

## Questions

### What is the address of Fitzgerald Financial Services?
The business is located at 15315 Magnolia Blvd Ste 415, Sherman Oaks, CA 91403, USA.

### What is the phone number for Fitzgerald Financial Services?
The business can be reached at (818) 789-2482.

### Does Fitzgerald Financial Services require reservations?
The business does not require reservations for consultations.

### What are the hours of operation for Fitzgerald Financial Services?
The business hours are not specified, so it is recommended to contact them directly for more information.

### What is Fitzgerald Financial Services known for?
The business is known for providing clear answers to financial questions, as highlighted by customer feedback.

---
Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.