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Welcome to Fitzsimmons Financial Services

1001 State Street, Suite 1400
Erie, PA 16501

Phone:

814-451-1140

Fax:

814-451-1150

E-mail:

FIDELITY ACCOUNT ACCESS

You can access your accounts by clicking on the button below.

Contact Us

Please feel free to contact us with any questions.

Welcome to Fitzsimmons Financial Services

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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This calculator can help you determine how soon you can pay off your mortgage.

How much do you need to save each year to meet your long-term financial goals?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Use this calculator to determine whether you qualify for the different types of IRAs.

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