Audit services in Erie, PA
360 results found
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Saint Vincent Occupational Health Center
● ClosedSaint Vincent Occupational Health Center is a leading health institution located at 2501 West 12th Street in Erie, Pennsylvania, United States. Our center specializes in providing comprehensive occupational health services to individuals and businesses in the area. Our team of highly skilled healthcare professionals are dedicated to promoting the health and well-being of our patients through preventive care, screenings, and treatment for work-related injuries and illnesses. With state-of-the-art facilities and a commitment to excellence, Saint Vincent Occupational Health Center is the premier choice for all your occupational health needs.
2501 W 12th St Suite C7, Erie, PA 16505, United States -
Mosaic Wealth Consulting
● OpenMosaic Wealth Consulting is a premier financial institution located at 1787 West 26th Street in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Mosaic Wealth Consulting is here to help. Contact us today to schedule a consultation and start building your financial future with confidence.
1787 W 26th St, Erie, PA 16508, United States -
Scalise Financial Advisors
● OpenScalise Financial Advisors, located at 4021 West 12th Street in Erie, Pennsylvania, is a finance institution dedicated to helping clients properly plan for retirement through sound financial advice and independent, objective asset allocation strategies. Dean Scalise, a Registered Representative of Osaic Wealth, Inc., offers securities products and services through this broker-dealer. Additionally, Dean Scalise is registered as an investment advisor representative under Scalise Financial Advisors, Inc., a registered investment advisor offering advisory services in Pennsylvania. Please note that services are only available for individuals residing in Pennsylvania, Ohio, and Florida. Visit our website to learn more about our investment professional's background.
4021 W 12th St, Erie, PA 16505, United States -
Roland Financial Wealth Management
● ClosedRoland Financial Wealth Management is a finance institution located at 3910 Caughey Road, Erie, Pennsylvania, United States. We specialize in providing comprehensive financial plans for a secure and rewarding retirement. Our team loves serving the Erie, PA, and surrounding areas, ensuring that our clients have peace of mind when it comes to their financial future. At Roland Financial Wealth Management, we take a personalized approach to financial planning, starting with hearing your story to understand your unique needs and goals. We then examine your current financial situation and develop a comprehensive strategy supported by our dedicated team. We stay with you every step of the way, adjusting your plan as needed to ensure long-term financial security heading into retirement.
3910 Caughey Rd #140, Erie, PA 16506, United States -
Behn Financial Group LLC
● ClosedBehn Financial Group LLC is a finance institution located at 2005 West 8th Street in Erie, Pennsylvania, United States. With a focus on providing comprehensive financial services, Behn Financial Group LLC offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Behn Financial Group LLC is dedicated to providing personalized and professional service. Trustworthy, reliable, and committed to excellence, Behn Financial Group LLC is your partner in financial success.
2005 W 8th St #206, Erie, PA 16505, United States -
Lincoln Investment Planning
● OpenLincoln Investment Planning, located at 3910 Caughey Road in Erie, Pennsylvania, is a finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. The institution has recently expanded its clearing arrangement with BNY Mellon’s Pershing and selected Pershing X’s Wove wealth management platform to provide technology solutions to financial professionals. With 55 years of experience in 403(b) plans, Lincoln Investment helps educators and non-profit employees add tax-sheltered accounts to their retirement savings strategy. Advisors at Lincoln Investment create tailored strategies based on individual needs, comfort levels, and financial goals. The institution offers flexibility and choice to advisors and has gained the confidence of over 4,000 employers. Advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers, and securities are offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Tax, legal, and Social Security claiming advice is not offered through or supervised by Lincoln Investment or Capital Analysts.
3910 Caughey Rd # 208, Erie, PA 16506, United States -
Catrabone Catrabone & Associates
● OpenCatrabone Catrabone & Associates is a leading law firm located at 1312 Peninsula Drive in Erie, Pennsylvania, United States. With a team of experienced attorneys, they specialize in various areas of law including personal injury, criminal defense, family law, and estate planning. Known for their dedication to providing high-quality legal services and personalized attention to each client, Catrabone Catrabone & Associates is committed to achieving the best possible outcome for their clients. Whether you are facing a legal issue or in need of legal advice, you can trust Catrabone Catrabone & Associates to represent your best interests with professionalism and integrity.
1312 Peninsula Dr, Erie, PA 16505, United States -
Merrill Lynch Financial Advisor Ryan M Haffey
● ClosedMerrill Lynch Financial Advisor Ryan M Haffey, located at 510 Cranberry Street, Erie, Pennsylvania, United States, is dedicated to understanding your values and goals to help you achieve financial success. With 15 years of experience in the financial services industry, Ryan holds a CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation. The team at Merrill Lynch focuses on building strong client relationships based on trust and personalized service. They offer personalized financial plans, retirement income planning, and wealth transfer solutions. By getting to know you and your priorities, they create customized strategies to help you pursue your financial goals. With a focus on ongoing communication and adjustments to your financial approach, they help you stay on track to achieve what's most important to you. Contact Merrill Lynch Financial Advisor Ryan M Haffey to develop a personalized wealth management approach for your future.
510 Cranberry St, Erie, PA 16507, United States -
HBKS Wealth Advisors
● ClosedHBKS Wealth Advisors is a leading finance and insurance agency located at 5121 Zuck Road in Erie, Pennsylvania, United States. With a team of experienced professionals, HBKS Wealth Advisors offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, HBKS Wealth Advisors has the expertise to guide you every step of the way. Trust in HBKS Wealth Advisors to provide personalized and comprehensive financial solutions tailored to your individual needs.
5121 Zuck Rd Floor 1, Erie, PA 16506, United States -
Vince Kremer - Thrivent
● ClosedVince Kremer - Thrivent is a finance institution located at 3800 West 12th Street in Erie, Pennsylvania, United States. Specializing in retirement strategies to help clients reach their goals and live their values, the institution is licensed in multiple states including AL, AZ, CA, FL, GA, MD, MI, NC, NJ, NY, OH, and VA. The main office is situated on the northwest corner of 12th & Powell in Erie, PA, with additional offices in Pittsburgh at 1736 Ferguson Rd, Allison Park, PA 15101, and 161 E Otterman St., Ste 3, Greensburg, PA 15601. Thrivent is committed to giving back to the community through volunteer activities. The institution offers financial planning services and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Financial advisors at Thrivent are credentialed to provide investment advisory services, and more information about professional designations can be found on the institution's website.
3800 W 12th St Ste 105, Erie, PA 16505, United States -
LPL Financial Kevin Slocum
● ClosedLPL Financial Kevin Slocum is a reputable financial institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. Specializing in finance, they offer a wide range of services to help clients with their investment and financial planning needs. With a team of experienced professionals, LPL Financial Kevin Slocum is dedicated to providing personalized solutions and expert advice to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, LPL Financial Kevin Slocum is committed to helping you secure a prosperous financial future.
3939 W Ridge Rd a104, Erie, PA 16506, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 510 Cranberry Street in Erie, Pennsylvania, United States, is a respected finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at this branch provide personalized financial strategies based on years of combined wealth management knowledge and expertise. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create customized financial strategies designed to meet their long-term objectives.
510 Cranberry St, Erie, PA 16507, United States -
McGill, Power Bell & Associates LLP
● ClosedMcGill, Power Bell & Associates LLP is a certified public accounting firm located at 2402 West 8th Street, Erie, Pennsylvania, United States. With offices in various locations in Western Pennsylvania, including Erie, Franklin, Grove City, Meadville, and Titusville, MPB offers a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. With a focus on exceeding client expectations and investing in their staff, MPB stands out in the industry. They provide services and education on how recent tax laws impact clients' current and future plans. Services offered include bookkeeping, payroll processing, software consultation, customized accounting services, consulting services for business and individual decisions, and quality audits.
2402 W 8th St, Erie, PA 16505, United States -
Waddell & Reed
● ClosedWaddell & Reed is a reputable finance institution located at 3303 West 26th Street in Erie, Pennsylvania, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Waddell & Reed offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Waddell & Reed today to start planning for a brighter tomorrow.
3303 W 26th St, Erie, PA 16506, United States -
West Advisory Group, Inc
● ClosedWest Advisory Group, Inc is a leading finance institution located at 1946 West 26th Street in Erie, Pennsylvania, United States. With a team of experienced financial advisors, West Advisory Group, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at West Advisory Group, Inc are dedicated to providing personalized solutions tailored to your specific needs. Trust in West Advisory Group, Inc to guide you towards a secure financial future.
1946 W 26th St, Erie, PA 16508, United States -
Estate Solution Planners
● ClosedEstate Solution Planners is a finance institution located at 8331 Edinboro Road in Erie, Pennsylvania, United States. They specialize in providing comprehensive estate planning services to help individuals and families secure their financial future. With a team of experienced financial planners, Estate Solution Planners offers personalized solutions tailored to each client's unique needs and goals. Whether you are looking to protect your assets, minimize taxes, or plan for the transfer of wealth to future generations, Estate Solution Planners can help you navigate the complexities of estate planning with confidence and peace of mind. Contact them today to schedule a consultation and start planning for a secure financial future.
8331 Edinboro Rd, Erie, PA 16509, United States -
FORVIS, LLP
● ClosedFORVIS, LLP is a leading accounting and finance institution located at 410 Cranberry Street in Erie, Pennsylvania. As a national CPA and advisory firm, we are dedicated to helping clients reach their financial goals. Our team of experienced advisors offer tailored solutions to clients in all 50 states and internationally. By working with our knowledgeable Erie advisors, you can access national insight and resources while receiving personalized attention. Trust FORVIS, LLP to provide the expertise and support you need to succeed financially.
410 Cranberry St, Erie, PA 16507, United States -
Gem City Accounting & Tax Solutions
● ClosedGem City Accounting & Tax Solutions is a leading financial institution located in Erie, Pennsylvania. Our team of experienced professionals specializes in providing top-notch accounting and tax solutions for individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Visit us at 3614 West 12th Street to learn more about how we can help you with your accounting and finance needs.
3614 W 12th St, Erie, PA 16505, United States -
The LaSource Group
● ClosedThe LaSource Group is a premier institution located at 2520 Hampton Avenue in Erie, Pennsylvania, United States. We offer a wide range of services including consulting, training, and professional development for individuals and organizations. Our team of experts is dedicated to helping our clients achieve their goals and reach their full potential. With a focus on innovation and excellence, The LaSource Group is committed to providing top-notch services that deliver results. Contact us today to learn more about how we can help you succeed.
2520 Hampton Ave, Erie, PA 16502, United States -
Kuvshinikov Joseph T CPA
● OpenKuvshinikov Joseph T CPA is a reputable accounting and finance institution located at 5414 West Ridge Road in Erie, Pennsylvania, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Their team of certified public accountants offers a wide range of services including tax preparation, financial planning, and auditing. Trust Kuvshinikov Joseph T CPA for all your accounting and financial needs.
5414 W Ridge Rd, Erie, PA 16506, United States -
Maloney Reed Scarpitti & Co
● ClosedMaloney, Reed, Scarpitti & Co, located at 3703 West 26th Street in Erie, Pennsylvania, is a trusted accounting and finance institution with over 43 years of experience. They offer tailored services to meet the unique needs of businesses, nonprofits, government offices, and individuals. With a focus on long-term relationships, they provide services such as auditing, tax preparation, fraud examination, and consulting. The firm has a rich history, evolving from Maloney & Vickey to Maloney, Reed & Scarpitti, and finally to Maloney, Reed, Scarpitti & Company. With a team of experienced professionals, they strive to help clients achieve sustainable growth and financial success. Contact them at 814-833-8545 for more information.
3703 W 26th St, Erie, PA 16506, United States -
Neubauer Michael S CPA
● OpenNeubauer Michael S CPA is an accounting and finance institution located at 2402 West 8th Street in Erie, Pennsylvania, United States. With years of experience and expertise in the field, Neubauer Michael S CPA offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Whether you need help with your taxes or financial planning, Neubauer Michael S CPA is here to help you achieve your financial goals.
2402 W 8th St, Erie, PA 16505, United States -
Rich Arlington & Associates
● ClosedRich Arlington & Associates is a reputable institution located at 8452 Pagan Road in Erie, Pennsylvania, United States. With a strong focus on providing top-quality financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or wealth management services, Rich Arlington & Associates is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
8452 Pagan Rd, Erie, PA 16509, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 100 State Street in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help clients achieve their financial goals. With a strong reputation for excellence in the industry, Morgan Stanley Financial Advisors is committed to delivering top-tier financial solutions and guidance to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.
100 State St Ste 430, Erie, PA 16507, United States -
One-Up Financial
● ClosedOne-Up Financial is an independent financial advisory firm located at 1001 State Street in Erie, Pennsylvania. We specialize in serving high-performing sales executives, small business owners, and retirees who are looking to optimize their financial lives. Our team of professionals, including CPAs and CFPs, are dedicated to always acting in our clients' best interests, unlike non-credentialed brokers who may not prioritize their clients' needs. At One-Up Financial, we offer tailored and comprehensive financial services, including tax preparation and filing, to help our clients achieve their financial goals. We focus on helping sales executives, small business owners, and retirees achieve optimal results in every aspect of their financial lives, rather than working with anyone who has money and a pulse.
1001 State St #907, Erie, PA 16501, United States -
Equitable Advisors
● ClosedEquitable Advisors is a trusted financial institution located at 100 State Street in Erie, Pennsylvania, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, we are here to help. With a focus on transparency and integrity, Equitable Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
100 State St Suite 440, Erie, PA 16507, United States -
George J. Dusckas, Jr. - RBC Wealth Management Financial Advisor
● ClosedGeorge J. Dusckas, Jr. is a financial advisor at RBC Wealth Management located at 300 State Street in Erie, Pennsylvania. With years of experience and expertise in finance, George J. Dusckas, Jr. provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, George J. Dusckas, Jr. can provide tailored solutions to meet your needs. Trust in George J. Dusckas, Jr. - RBC Wealth Management Financial Advisor to help you navigate the complexities of the financial world and secure your financial future.
300 State St Suite 101, Erie, PA 16507, United States -
TBaer Wealth Management - Financial Advisor | Retirement Plans
● ClosedTBaer Wealth Management is a leading financial advisory firm located in Erie, Pennsylvania. Specializing in retirement planning, our team of expert financial advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to plan for retirement, invest wisely, or protect your assets, TBaer Wealth Management is here to provide personalized solutions tailored to your unique needs. Visit us at 208 East Bayfront Parkway to start planning for a secure financial future today.
208 E Bayfront Pkwy Suite #202, Erie, PA 16507, United States -
Evident Financial
● ClosedEvident Financial is a leading finance institution located at 900 State Street in Erie, Pennsylvania, United States. With a team of experienced professionals, Evident Financial offers a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Our commitment to providing personalized solutions tailored to each client's unique financial goals sets us apart in the industry. Visit us today to see how we can help you secure your financial future.
900 State St #103, Erie, PA 16501, United States -
Magnus Wealth Management
● ClosedMagnus Wealth Management is a leading finance institution located at 717 State Street in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Magnus Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and begin your journey towards financial success.
717 State St # 702, Erie, PA 16501, United States
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