Qualifications of Your Trusted Advisors

Patrick Fitzsimmons has been in the financial services industry for over 40 years and is a fiduciary, putting clients interests first. He holds many security and insurance licenses. This allows Patrick to provide a full scope of financial products and insurance products.

Patrick is originally from Connecticut but now resides in Cape Coral Florida and Erie Pennsylvania. Previously he reentered private practice helping individuals, businesses, and municipalities, he was in leadership as a Field Vice President developing offices around the country, hiring and training advisors to help their clients. Through the numerous advisors and clients he has worked with over the years he has probably seen almost every situation that arises in a person’s financial lifetime. The teacher is now providing that knowledge base to his individual client’s financial situation.

He is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Patrick is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future. He enjoys the challenge and focus of finding companies that have huge potential to create wealth for his clients. He will probably do this for the reat of his life because of the challenge and excitment he derives from it.

He looks forward to using his expertise to help you pursue your financial goals.