Best tax consultant in Erie, Pennsylvania
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Sullivan Sean T CPA
● ClosedSullivan Sean T CPA is a reputable accounting and finance institution located at 513 Lincoln Avenue in Erie, Pennsylvania, United States. With years of experience and expertise in the field, the institution provides a wide range of accounting services to individuals and businesses alike. From tax preparation to financial consulting, Sullivan Sean T CPA is dedicated to helping clients achieve their financial goals with professionalism and integrity. Contact them today for all your accounting and finance needs.
513 Lincoln Ave, Erie, PA 16505, United States -
Justina Tushak CPA, EA & Company
● ClosedJustina Tushak CPA, EA & Company is a reputable accounting and finance institution located at 712 Kahkwa Boulevard in Erie, Pennsylvania, United States. With a team of highly qualified professionals, including certified public accountants and enrolled agents, they offer a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Justina Tushak CPA, EA & Company is dedicated to providing expert advice and personalized solutions to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is the go-to choice for all your accounting and finance needs.
712 Kahkwa Blvd, Erie, PA 16505, United States -
Maloney Reed Scarpitti & Co
● OpenMaloney, Reed, Scarpitti & Co. is an accounting and finance institution located at 1524 Enterprise Road in Corry, Pennsylvania, United States. With over 43 years of experience, we offer a full range of services tailored to meet the unique needs of businesses, nonprofit organizations, government offices, and individuals. Our team of experienced professionals provides auditing, tax preparation, fraud examination, and consulting services to help our clients achieve sustainable growth and financial success. We prioritize long-term relationships with our clients and employees, ensuring that only the best, brightest, and most committed individuals are part of our team. Contact us at our Erie, Corry, or Edinboro locations to learn more about how we can support your financial future.
1524 Enterprise Rd, Corry, PA 16407, United States -
H&R Block
● ClosedH&R Block is a well-established accounting and finance institution located at 4047B Buffalo Road in Erie, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning to individuals and businesses. Whether you need help with filing your taxes or managing your finances, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.
4047B Buffalo Rd, Erie, PA 16510, United States -
Cashdollar & Associates LLC
● OpenCashdollar & Associates LLC is a premier financial institution located at 115 Erie Street in Grove City, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to assist you every step of the way. At Cashdollar & Associates LLC, we are committed to providing personalized service and tailored solutions to meet the unique needs of each of our clients. Contact us today to schedule a consultation and see how we can help you secure your financial future.
115 Erie St, Grove City, PA 16127, United States -
Felix & Gloekler
● OpenFelix & Gloekler is a reputable accounting and finance institution located at 2306 Peninsula Drive in Erie, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry. Whether you are a small business owner or an individual looking to manage your finances, Felix & Gloekler is dedicated to helping you achieve your financial goals.
2306 Peninsula Dr #2957, Erie, PA 16506, United States -
McGill, Power, Bell & Associates LLP
● OpenMcGill, Power, Bell & Associates LLP is a certified public accounting firm located at 10 Woodland Center Drive in Grove City, Pennsylvania. With offices in Erie, Franklin, Meadville, and Titusville, we offer a wide range of accounting and finance services to individuals, businesses, nonprofit organizations, employee benefit plans, and governmental entities. Our team is dedicated to exceeding client expectations and investing in our staff to provide the best possible service. In light of recent tax changes, MPB helps clients navigate the complexities of new laws and how they impact current and future financial plans. We offer accounting services such as bookkeeping, payroll processing, and software consultation, tailored to meet each client's specific needs. Our consulting services assist clients in making informed business and individual decisions.
10 Woodland Ctr Dr, Grove City, PA 16127, United States -
McGill, Power, Bell & Associates LLP
● OpenMcGill, Power, Bell & Associates LLP is a certified public accounting firm located at 128 East Central Avenue in Titusville, Pennsylvania, United States. With offices in 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. Specializing in providing services that exceed client expectations, MPB stands out from the competition by investing in their staff and staying up-to-date on the latest tax laws and regulations. They offer accounting services such as bookkeeping, payroll processing, and software consultation, as well as consulting services to assist clients with various business and individual decisions.
128 E Central Ave b, Titusville, PA 16354, United States -
Vince Kremer - Thrivent
● ClosedVince Kremer - Thrivent is a finance institution located at 1736 Ferguson Road in McCandless, 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 Allison Park and Greensburg. Thrivent is known for its commitment to giving back through volunteer activities. The institution offers financial planning services, investment advisory services, and insurance products through licensed professionals. Thrivent does not provide legal, accounting, or tax advice, and encourages clients to consult with their own professionals in these areas. Visit their website for more information on their services and financial advisors.
1736 Ferguson Rd, Allison Park, PA 15101, United States -
Lincoln Financial Advisors
● OpenLincoln Financial Advisors is a reputable finance and insurance agency located at 1787 West 26th Street in Erie, Pennsylvania, United States. With a dedication to providing top-notch financial and insurance services, our team of experienced advisors is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Lincoln Financial Advisors is here to provide expert guidance and personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run. Visit us today and let us assist you in building a secure financial foundation for tomorrow.
1787 W 26th St, Erie, PA 16508, United States -
Robbins Wealth Management
● OpenRobbins Wealth Management is a leading finance institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Robbins Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to learn how we can help you secure a brighter financial future.
3939 W Ridge Rd Suite C-2, Erie, PA 16506, United States -
Stoner Financial Management
● OpenStoner Financial Management is a reputable finance institution located at 410 Cranberry Street in Erie, Pennsylvania, United States. With a team of experienced financial experts, we provide personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, our dedicated team is here to help you every step of the way. Trust Stoner Financial Management to provide you with the guidance and support you need to secure a strong financial future.
410 Cranberry St # 340, Erie, PA 16507, United States -
Petruso Financial Services
● OpenPetruso Financial Services is a reputable finance and insurance agency located at 2950 West 12th Street in Erie, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or estate planning, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Petruso Financial Services to help secure your financial future.
2950 W 12th St #10, Erie, PA 16505, United States -
Brent Benedict - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrent Benedict is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 652 West 6th Street, Erie, Pennsylvania, United States. He offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews and updates are provided to help clients track their financial goals. The institution emphasizes personalized financial planning to address concerns such as retirement income, market volatility, and inflation impact. Clients can access their investments and accounts securely from any device. A complimentary initial consultation is available for those interested in financial planning services. Ameriprise Financial Services, LLC is a registered investment adviser and offers investment products through FINRA and SIPC. Brent Benedict is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Clients can refer friends and family members for financial goal achievement assistance. Privacy and security measures are in place to protect client information.
652 W 6th St, Erie, PA 16507, United States -
Provident Wealth Management
● OpenProvident Wealth Management is a leading finance institution located at 3527 West 26th Street in Erie, Pennsylvania, United States. With a team of experienced financial advisors, Provident Wealth Management offers personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Provident Wealth Management is dedicated to providing expert financial guidance and support. Visit us today to learn more about how we can help you secure a prosperous financial future.
3527 W 26th St, Erie, PA 16506, United States -
Edward Jones - Financial Advisor: Craig A Schwegman, AAMS™
● ClosedEdward Jones - Financial Advisor: Craig A Schwegman, AAMS™ is a financial institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. As a trusted financial advisor, Craig A Schwegman, AAMS™ helps clients navigate the complexities of personal finance and investment strategies. With a focus on personalized service and tailored financial solutions, Edward Jones provides expert guidance to help individuals achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Craig A Schwegman, AAMS™ is dedicated to helping you build a secure financial future.
3939 W Ridge Rd #1, Erie, PA 16506, United States -
John E Baker - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJohn E Baker is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 652 West 6th Street in Erie, Pennsylvania, United States. John E Baker has a range of certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, investment strategies, retirement planning, estate planning, and more, John E Baker is dedicated to providing comprehensive financial services to individuals and businesses. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, John E Baker has the knowledge and experience to help you achieve your financial goals.
652 W 6th St, Erie, PA 16507, United States -
Terry Hokaj - Thrivent
● ClosedTerry Hokaj - Thrivent is a finance institution located at 3800 West 12th Street in Erie, Pennsylvania, United States. As a licensed financial professional in multiple states, including AZ, CA, CO, MD, NY, OH, PA, SC, TN, and VA, Terry Hokaj provides personalized financial guidance to help clients reach their goals. By understanding each client's unique financial situation and needs, Terry Hokaj develops tailored financial strategies to help them make informed decisions and move forward towards their objectives. Services may include cash flow allocation, investment diversification, and risk reduction through life insurance. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services for a fee. It's important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. For more information about Thrivent's services and financial advisors, visit thrivent.com.
3800 W 12th St Ste 105, Erie, PA 16505, United States -
Kingdom Financial Group - Ameriprise Financial Services, LLC
● ClosedKingdom Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 652 West 6th Street in Erie, Pennsylvania, United States. With background and qualification information available on FINRA's BrokerCheck website, they offer a Client Relationship Summary Disclosure for transparency. The institution is hosting an event to discuss the positive backdrop for stock prices and the potential extension of the current bull market rally into 2024. Attendees can enjoy refreshments, music, and games while waiting for a solar eclipse viewing, with glasses provided for all. Retirement planning is a key focus, with tools like the Retirement InteractiveSM tool available to explore potential challenges. Ameriprise financial advisors are registered in certain U.S. states, with additional details on personal websites or FINRA’s BrokerCheck. The initial consultation offers an overview of financial planning concepts, with no written analysis or recommendations provided. While future financial results cannot be guaranteed, Ameriprise Financial is dedicated to helping individuals achieve their financial goals. Users of the website agree to abide by the rules and regulations set forth by Ameriprise Financial. Member FINRA and SIPC, the institution prioritizes privacy and security for all clients.
652 W 6th St, Erie, PA 16507, United States -
Piotrowicz Financial Services
● ClosedPiotrowicz Financial Services is a reputable finance institution located at 2005 West 8th Street in Erie, Pennsylvania, United States. With a strong commitment to providing high-quality financial services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Piotrowicz Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2005 W 8th St #206, Erie, PA 16505, United States -
Edward Jones - Financial Advisor: Zac Wild, CFP®|CEPA®
● OpenEdward Jones - Financial Advisor: Zac Wild, CFP®|CEPA® is a reputable financial institution located at 2701 Evanston Avenue in Erie, Pennsylvania, United States. Specializing in providing comprehensive financial planning services, Zac Wild, a Certified Financial Planner and Certified Exit Planning Advisor, offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to sell your business, Zac Wild and his team at Edward Jones are dedicated to providing personalized solutions tailored to your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Zac Wild, CFP®|CEPA® is committed to helping clients secure their financial future.
2701 Evanston Ave, Erie, PA 16506, United States -
Tina Piotrowicz
● OpenTina Piotrowicz is a reputable financial institution located at 2005 West 8th Street in Erie, Pennsylvania. Specializing in a wide range of financial services, Tina Piotrowicz is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized advice and solutions tailored to each client's specific needs. Whether you are looking to invest, save for the future, or plan for retirement, Tina Piotrowicz is committed to providing top-notch financial guidance and support. Visit them today to see how they can help you secure your financial future.
2005 W 8th St, Erie, PA 16505, United States -
Benjamin Reiter - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedLocated at 652 West 6th Street in Erie, Pennsylvania, Benjamin Reiter is a Private Wealth Advisor at Ameriprise Financial Services, LLC. Specializing in finance, Benjamin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Benjamin provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or tax planning, Benjamin Reiter is committed to helping clients achieve their financial goals.
652 W 6th St, Erie, PA 16507, United States -
Stewart Financial Services, LLC
● OpenStewart Financial Services, LLC is a reputable finance institution located at 1946 West 26th Street in Erie, Pennsylvania, United States. Our dedicated team of financial professionals offers a wide range of services including investment planning, retirement planning, wealth management, and more. With a focus on personalized service and tailored financial solutions, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn more about how we can help you navigate the complexities of the financial world.
1946 W 26th St #5, Erie, PA 16508, United States -
Edward Jones - Financial Advisor: Charles R Holt
● OpenEdward Jones - Financial Advisor: Charles R Holt is a reputable financial institution located at 919 West 38th Street in Erie, Pennsylvania, United States. Specializing in personalized financial planning and investment services, Charles R Holt and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they provide expert guidance on retirement planning, wealth management, and more. Whether you are looking to grow your investments or plan for the future, Edward Jones - Financial Advisor: Charles R Holt is committed to helping you secure a stable financial future.
919 W 38th St, Erie, PA 16508, United States -
Edward Jones - Financial Advisor: Chris Bloomquist
● OpenEdward Jones - Financial Advisor: Chris Bloomquist is a reputable financial institution located at 4538 Peach Street in Erie, Pennsylvania. As a trusted finance advisor, Chris Bloomquist provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Chris Bloomquist is dedicated to providing top-notch financial guidance and support to individuals and families in the Erie area.
4538 Peach St, Erie, PA 16509, United States -
HBK Sorce Financial
● OpenHBK Sorce Financial is a leading finance and insurance agency located at 235 West 6th Street in Erie, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Our goal is to help individuals and businesses achieve their financial goals and secure their future. Visit us today to learn more about how HBK Sorce Financial can help you.
235 W 6th St, Erie, PA 16507, United States -
Keim Dusckas Caryl Wealth Management Group
● ClosedKeim Dusckas Caryl Wealth Management Group is a premier finance institution located at 300 State Street in Erie, Pennsylvania, United States. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Keim Dusckas Caryl Wealth Management Group offers personalized solutions to meet your needs. Trustworthy, reliable, and dedicated to client success, they are committed to helping you secure your financial future.
300 State St Suite 101, Erie, PA 16507, United States -
Edward Jones - Financial Advisor: Adam D Nelson
● ClosedEdward Jones - Financial Advisor: Adam D Nelson is a reputable finance institution located at 4622 Buffalo Road in Erie, Pennsylvania, United States. Adam D Nelson is a skilled and experienced financial advisor who provides personalized investment advice and financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Adam D Nelson can help create a customized financial strategy tailored to your unique needs and objectives. With a commitment to exceptional service and a focus on long-term relationships, Edward Jones - Financial Advisor: Adam D Nelson is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
4622 Buffalo Rd, Erie, PA 16510, United States -
Alexander Morgan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAlexander Morgan is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, United States. As a part of Voussoir Financial Partners, the institution was the 2023 recipient of the Ameriprise Client Experience Award. Alexander Morgan provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress, adjust strategies as needed, and track financial goals. Clients have secure access to their investments and accounts from any device. To learn more and schedule a complimentary initial consultation, visit the FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC emphasizes the importance of understanding and prioritizing clients' financial goals, whether it be retirement planning, education savings, or major purchases. The institution strives to provide a positive client experience and prides itself on the loyalty and satisfaction of its clients. Please note that Alexander Morgan may only conduct securities business in states where properly registered. Get in touch to start discussing your financial objectives today.
1704 W 26th St, Erie, PA 16508, United States
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