Roland Financial Wealth Management
3910 Caughey Road, Erie, Pennsylvania 16506
About the Roland Financial Wealth Management
Roland Financial Wealth Management, located at 3910 Caughey Rd #140, Erie, PA 16506, offers comprehensive financial planning services to help you achieve a secure and rewarding retirement. Serving Erie, PA, and the surrounding areas, our mission is to understand your unique financial needs and goals, examine your current financial situation, and develop a tailored strategy that is supported by our dedicated team. We pride ourselves on being by your side every step of the way, making adjustments to your plan as needed to ensure long-term financial security.
Our services include wealth management, tactical investing, IRA/401k/403b rollovers, creating retirement income streams, annuities, dividend-paying stocks, tax-efficient strategies, and asset protection strategies. We design our plans to consider all your needs and use a variety of tools to implement them effectively.
Roland Financial Wealth Management emphasizes the importance of security, particularly through fixed insurance products, which are backed by the claims-paying ability of the issuing carrier. Our approach is client-focused, ensuring personalized advice and strategies to meet individual financial goals.
Client testimonials highlight our knowledgeable, thorough, friendly, and trustworthy service. Clients appreciate our diligence in navigating the ever-changing financial market and the peace of mind we provide by handling their financial situations professionally. Our advisors are praised for their individualized investment strategies and for making clients feel valued and understood.
In addition to advisory services, Roland Financial Wealth Management offers educational resources, including a new book by Roland that identifies steps to free yourself from debt and take charge of your financial future. The book covers essential topics such as the difference between taxable and non-taxable income and strategies to minimize taxes in retirement.
Advisory services are provided through Roland Financial Wealth Management, LLC, an Investment Advisor in Pennsylvania, while insurance products and services are offered through Roland Financial, LLC, an affiliated company. We are not affiliated with or endorsed by the Social Security Administration or any other government agency.
For more information or to schedule a consultation, please contact us at our Erie office. Let us help you achieve financial freedom and peace of mind as you plan for your retirement.
Photos of Roland Financial Wealth Management
3910 Caughey Rd #140, Erie, PA 16506, United States
Opening hours of Roland Financial Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Roland Financial Wealth Management
"I got a chance to get to know Roland and Leah of Roland Financial several years ago from my husband. They’re professional, courteous and definitely know what they’re doing. Most of all, I really loved the way they treated me. They made me feel heard and valued which I deeply appreciate."
"I value the knowledge and expertise of Roland Financial and Wealth Management. Their service is personalized to the unique needs of each client’s goals. I like that the information is shared in easy to understand language and I can ask questions at every step of the process. Regular emails help keep me informed and on top of financial information I need to know. I believe you’ll benefit from a relationship with Roland too."
"Roland is the consummate professional who always puts his clients first. Above all, he listens, and in doing so, his client's goals become his goals. His integrity and wealth of knowledge enable him to communicate effectively by making complex concepts easy to understand. I recommend Roland wholeheartedly."
"Roland has been our health insurance advisor for several years. He and his staff have been very helpful in answering our questions and finding the best insurance plan for us. We appreciate not having to navigate all the options on our own."
"The whole team at Roland Financial has been great to work with since day 1. I looked at several Financial Advisors and never felt real comfortable with any of them until we met Roland and Jim. They take the time to listen to your needs and make sure you understand how they can best help you no matter how long it takes. If you ever need to talk to them they are always available. The whole team makes you feel like part of their family. I highly recommend them for any of your financial needs."
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