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I'm Charles Fitzpatrick

NMLS#: 1197758

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Chuck Fitzpatrick embarked on his insurance journey alongside his father in Indiana 35+ years ago. His early days were extensive to travel to clients’ homes, providing guidance in selecting Medicare and Long Term Care insurance. Through his initial years as an insurance agent, Charles’ clients played an important role in shaping his professional development. Specializing in Medicare and Long Term Care Insurance sales (1984), he gradually decided to expand his expertise based on his clients’ needs incorporating Investments (1999), P&C (2007) and Mortgages (2016). Charles’ multifaceted background has enabled him to adopt a comprehensive and holistic approach to serving his clients.

From the beginning he recognized that employing high pressure sales tactics was not the path to success. With a steady commitment to his clients’ best interests, his primary mission statement became, “I am not here to sell you something; I am here to assist you through your options so you can choose what is best for you.” This approach has brought him to a client base of over 2,000 and a loyal referral network. Having all of these services available gives Charles the vehicle to serve you in any way you may need.

All-in-One Solution

Our Loan Process...


A loan pre-approval sets you up for a smooth home buying experience.


Start working with a real estate agent and viewing homes.


A few documents are needed to get a loan file through underwriting.


Assemble all the necessary paperwork and details for the underwriter.


They closely evaluate all the documentation in the loan package.


Documents are drawn and sent to the title company for closing.

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