Widget Financial
About the Business
Widget Financial, located at 5553 W Ridge Rd, Erie, PA 16506, is a dedicated financial services provider committed to helping individuals and families achieve their financial goals. As a trusted partner in the Erie community, Widget Financial emphasizes the importance of diversification in investment strategies to mitigate risks associated with market volatility. Their expert advice encourages clients to avoid putting all their resources into a single asset class, thereby safeguarding their financial future.
In addition to investment guidance, Widget Financial offers valuable insights into Social Security benefits management. They understand that deciding when to start receiving benefits is a crucial decision that can significantly impact retirement income. Their knowledgeable team is ready to help clients navigate this decision by taking into account personal circumstances and financial objectives.
Widget Financial also addresses the common issue of investment inaction. Drawing inspiration from motivational speaker Brian Tracy, they advocate for proactive decision-making to ensure long-term financial security. Their services include a thorough review of retirement plans, such as 401(k)s, to prevent potential pitfalls caused by indecision.
With a commitment to exceptional service, Widget Financial invites individuals seeking a rewarding career to join their team in serving the community. By fostering a supportive environment, they aim to empower both their members and employees to thrive financially and professionally.
Photos
Location & Phone number
5553 W Ridge Rd, Erie, PA 16506, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
9:00 AM - 1:00 PM
Sunday:
Closed
Reviews
"Michaele P. was very knowledgeable, personable, and kind. She took the time to explain everything and walk is through the processes."
"Im 14 and I opened my first checking account with widget and it was great."
"Michaele Parks helped me set up my new account and she was amazing!!!! Super nice and made the whole process very easy for me!!!"
"Nicole at Widget on Milford Road is beyond amazing when it comes to customer service. She patiently assisted me for about 45 minutes. Helped me with online banking, calling customer service, making multiple withdrawals from multiple bank accounts, and having a smile the entire time while doing it, and did I mention this was all on a Saturday? She exemplifies how in-person banking should be done. Great attitude, extremely helpful, patient and good at her job. Keep up the good work Nicole and Widget!"
"If I could give 10 stars, I would! I am a proud Widget Financial member and want to express my gratitude to it's employees for the always kind and competent service I receive. Financial literary can sometimes be filled with anxiety. Thankfully, my Widget Financial team always go above and beyond to ensure my banking needs are not just met, but understood and maximized and again, always in a kind, respectful manner! I will be working on assisting my children in switch from their current financial institutions, to Widget Financial Credit Union!"
List of local businesses, places and services in Pennsylvania
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos