Contact Us

4603 Peach St
Erie, PA 16509-2006

Phone: (814)866-5737
Toll Free (877)777-5737

Fax: (814)868-4226

Map and Directions

Kress Financial Services is a full service financial planning group that specializes in investment management, and life and long-term care insurance products. For over 20 years, we have served the Erie area, recognizing that each of our clients needs are unique and working with them to put a strategy in place that addresses their objectives. To help our clients reach their financial goals, we maintain a relationship with numerous mutual fund and insurance companies. We focus on what matters most to you and your family, building customized solutions to solve your greatest challenges. Our mission is that you will feel comfortable knowing you have a financial partner with your best interest in mind.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

A Map for Your Family

A letter of instructions can help guide family members through the many steps that need to be taken after the loss of a loved one.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

Do You Still Need Life Insurance?

Reasons why life insurance may still be important and the differences between term and permanent insurance policies.

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