Client focused financial advice in Erie, Pennsylvania

Palmer Financial Services is a reputable finance institution located at 2415 West Grandview Boulevard in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to help. With a focus on integrity and customer satisfaction, Palmer Financial Services is committed to helping our clients secure their financial future. Contact us today to schedule a consultation.

One-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.

Erie Tax Prep is a professional accounting and finance institution located at 1946 West 26th Street in Erie, Pennsylvania. Our team of experienced tax experts is dedicated to providing top-notch tax preparation services for individuals and businesses in the Erie area. With a focus on accuracy and efficiency, we strive to maximize our clients' tax returns and minimize their liabilities. Whether you need help with filing your personal taxes or managing your business finances, Erie Tax Prep is here to help. Contact us today to schedule an appointment and take the stress out of tax season.

Edward Jones - Financial Advisor: Cassandra L Whitmer is a reputable financial institution located at 2421 Asbury Road in Erie, Pennsylvania, United States. As a dedicated financial advisor, Cassandra L Whitmer provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Cassandra L Whitmer for expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Cassandra L Whitmer is committed to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor, Michael A Jones, CFP®|AAMS™ is a finance institution located at 2501 West 12th Street in Erie, Pennsylvania, United States. Michael A Jones is a Certified Financial Planner and an Accredited Asset Management Specialist, providing expert financial advice and services to clients. With a focus on personalized financial planning and investment strategies, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Michael A Jones and the team at Edward Jones are committed to providing exceptional service and guidance to help you secure your financial future.

Edward 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.

Edward Jones - Financial Advisor, Jim Lyons, CFP®|AAMS™, is a renowned financial institution located at 1760 West 8th Street in Erie, Pennsylvania. Specializing in providing personalized financial planning services, Jim Lyons and his team are dedicated to helping clients achieve their financial goals and secure their future. With a focus on comprehensive financial planning, investment strategies, and retirement planning, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Erie area. Whether you are looking to build wealth, plan for retirement, or navigate complex financial decisions, Jim Lyons and his team at Edward Jones are here to help you every step of the way.

David D Tofel - Financial Advisor, Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, offers a wide range of financial services to individuals and small business owners. David D Tofel holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment planning, retirement planning, estate planning, and insurance products. With a focus on ethical practices and continuing education, David D Tofel is dedicated to providing personalized financial advice tailored to each client's unique needs and goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, David D Tofel can help you make informed decisions and achieve financial success.

Edward 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.

Merrill Lynch Financial Advisor Gregg A Pfeffer is a reputable finance institution located at 510 Cranberry Street in Erie, Pennsylvania, United States. With a focus on providing expert financial advice and guidance, this institution offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Gregg A Pfeffer is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy and experienced, this institution is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Stewart 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.

Michael Keim - RBC Wealth Management Financial Advisor is a reputable financial institution located at 300 State Street in Erie, Pennsylvania, United States. With a focus on providing personalized financial advice and guidance, Michael Keim and his team offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Michael Keim - RBC Wealth Management Financial Advisor can provide expert advice and tailored solutions to meet your needs. With a commitment to excellence and a dedication to client satisfaction, this institution is a trusted partner in helping individuals and families secure their financial future.

Edward 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.

HBK 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.

Merrill Lynch Financial Advisor John P Stockard is a reputable financial institution located at 510 Cranberry Street in Erie, Pennsylvania, United States. Specializing in finance, they offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor John P Stockard is a trusted partner in wealth management.

Edward 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.

RBC Wealth Management Branch in Erie is a leading financial institution located at 300 State Street in Erie, Pennsylvania. Our branch offers a wide range of wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and investment professionals, we provide personalized solutions tailored to our clients' needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to help you every step of the way. Visit us today to learn more about how RBC Wealth Management can help you secure your financial future.

Tammy Owens - Prudential Financial is a reputable finance and insurance agency located at 9211 Wattsburg Road in Erie, Pennsylvania, United States. With a focus on providing top-notch financial services and insurance solutions, Tammy Owens and her team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Tammy Owens - Prudential Financial to provide personalized and professional service tailored to your individual needs. Visit their office today to start planning for a secure financial future.

Located at 4616 Buffalo Road in Erie, Pennsylvania, the New York Life - Stoll & Weller Insurance & Financial Group is a trusted insurance agency dedicated to providing exceptional client service. With a focus on experience and resources, the team at Stoll & Weller strives to exceed client expectations and ensure they have the right solutions in place to meet their needs. Led by Daniel Stoll, a licensed agent with New York Life Insurance Company, the institution offers a range of services including financial planning and investment advisory services. Clients can expect personalized attention and expert guidance from the team at Stoll & Weller Insurance & Financial Group.

Edward Jones - Financial Advisor: Dan Young, AAMS™ is a reputable financial institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. As a trusted advisor, Dan Young, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Dan Young, AAMS™ is here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Thomas Lucas - RBC Wealth Management Financial Advisor is a leading financial institution located at 300 State Street in Erie, Pennsylvania, United States. As a trusted advisor, Thomas Lucas provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment solutions, Thomas Lucas is dedicated to providing top-notch service and support to clients seeking to secure their financial future. Trust in Thomas Lucas - RBC Wealth Management Financial Advisor for all your financial needs.

Merrill Lynch Financial Advisor Lauren A Bauer is a reputable financial institution located at 510 Cranberry Street in Erie, Pennsylvania, United States. Specializing in providing expert financial advice and services, Lauren A Bauer and her team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and exceptional customer service, Merrill Lynch Financial Advisor Lauren A Bauer is a trusted partner for individuals and businesses looking to navigate the complexities of the financial world.

Commonwealth Financial Network is a reputable insurance agency located at 1312 Peninsula Dr, Erie, PA 16505, United States. Specializing in providing a wide range of insurance solutions, this agency is dedicated to helping individuals and businesses protect their assets and secure their financial future. Whether you are in need of life, health, auto, or property insurance, the experienced and knowledgeable team at Commonwealth Financial Network is committed to offering personalized service tailored to meet your specific needs. With a focus on customer satisfaction and comprehensive coverage options, they strive to ensure peace of mind for all their clients. Visit Commonwealth Financial Network for reliable insurance advice and services you can trust.

BNY Mellon Wealth Management Erie, located at 100 State Street in Erie, Pennsylvania, is a premier financial services firm dedicated to helping clients grow and protect their wealth. As part of America's first bank, with a legacy spanning over 240 years, BNY Mellon brings unparalleled expertise and a deep understanding of the financial landscape to its clients. Under the insightful leadership of Sinead Colton Grant, the Chief Investment Officer, BNY Mellon Wealth Management provides a forward-thinking perspective on the market, as evidenced by our comprehensive mid-year 2024 outlook. We believe that in the realm of investing, the focus should not only be on what you earn but also on what you can preserve and grow over time.

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.

Alexander Morgan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 1704 W 26th St, Erie, PA 16508, Alexander Morgan operates as an Associate Financial Advisor with Ameriprise Financial Services, LLC, specializing in providing personalized financial advice to help clients achieve their financial goals. With a focus on what’s most important to you, Alexander offers tailored investment strategies, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance.

At Merrill Lynch Financial Advisor Ryan M Haffey, we provide a comprehensive suite of investment solutions from Merrill and banking products from Bank of America. Our mission is to offer timely insights on market trends and the global economy, helping you stay on track with your financial goals. About Ryan M Haffey:

Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 1704 W 26th St, Erie, PA 16508, United States. This business specializes in providing expert financial guidance and services tailored to meet the diverse needs of individuals, retirees, and small business owners. Beth Foyle is renowned for holding multiple prestigious certifications, each reflecting a deep commitment to ethical standards and excellence in financial advisory services. Beth Foyle is not only an expert in asset management and estate planning but also possesses specialized knowledge in investment strategies, retirement planning, and wealth transfer. With certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Beth demonstrates a comprehensive understanding of asset allocation, investment opportunities, and fiduciary practices. These credentials ensure that clients receive guidance that is both informed and forward-thinking.

NashDom Realty, LLC is a reputable finance and real estate agency located at 2820 West 23rd Street in Erie, Pennsylvania, United States. With a strong focus on providing top-notch services to clients looking to buy, sell, or rent properties, NashDom Realty, LLC is known for its professionalism, expertise, and dedication to customer satisfaction. Whether you are a first-time homebuyer, a seasoned investor, or in need of financial guidance, NashDom Realty, LLC is the go-to institution for all your real estate and financial needs.

Bort Insurance Services, located at 1460 West 38th Street in Erie, Pennsylvania, is an independent insurance agency with a personalized touch. Since 1975, our veteran-owned agency has been dedicated to protecting individuals and businesses in Northwest PA, as well as being licensed in NY, OH, and IN. We represent multiple reputable insurance companies, offering a broad range of coverage options to provide the best value for our clients. Our experienced team members provide quality and educational service, focusing on integrity, professionalism, and security in every client relationship. We offer a variety of personal and business insurance solutions, with trusted advice and risk management for companies of all sizes. Our commitment to exceeding expectations and giving back to the community sets us apart. Whether you need coverage for bodily injury, property damage, medical expenses, uninsured motorists, or rental coverage, Bort Insurance Services has you covered. Visit us to see why our clients recommend us for all their insurance needs.