The 30 Best Comprehensive wealth management solutions in Erie, Pennsylvania

EPIC Evans Przybylek Insurance Center, located at 162 Brickyard Road in Mars, Pennsylvania, is a comprehensive insurance agency offering a wide range of insurance services. Specializing in personal, business, life, auto, home, workers' compensation, motorcycle, ATV, commercial auto, and general liability insurance, EPIC is your go-to source for all your insurance needs. As an independent agency, EPIC works tirelessly to find the best insurance value in the marketplace for you or your company. With Erie Insurance Group as their primary carrier, EPIC is able to provide top-notch service and competitive pricing. Additionally, they have access to many other insurance companies to ensure that they can find the right solution for your insurance needs. The dedicated partners and staff at EPIC are committed to providing the expertise necessary to support your complex insurance requirements.

Roland 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.

HBKS 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.

Estate 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.

Magnus 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.

Robbins 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.

Keim 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.

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.

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.

Erie Federal Credit Union, located at 7141 West Ridge Road, Fairview, Pennsylvania 16415, is a distinguished financial institution dedicated to serving the local community with a comprehensive range of financial services. As a trusted member-owned organization, Erie Federal Credit Union places a strong emphasis on providing personalized financial solutions to meet the diverse needs of its members. In addition to its core financial services, Erie Federal Credit Union offers specialized expertise in content management, website design, e-commerce, and web development services. This unique combination of financial acumen and digital solutions makes it a one-stop destination for both personal and business financial needs in Erie, Pennsylvania.

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.

With over 50 years of combined experience, Lucas Wealth Management Group is dedicated to helping clients achieve their life goals and dreams through smart, disciplined financial and investment strategies. Our approach is highly personalized; we believe that every financial solution should be tailored to the individual client's needs, rather than relying on a one-size-fits-all model.

Generational Wealth Management is a premier financial services firm located at 305 W 6th St, Erie, PA 16507, United States. Specializing in comprehensive wealth management solutions, our mission is to help individuals, families, and businesses achieve their long-term financial goals through personalized strategies and expert guidance. Our team of experienced financial advisors is dedicated to understanding each client’s unique financial situation and aspirations. We offer a wide range of services including investment management, retirement planning, estate planning, tax optimization, and risk management. By leveraging our deep industry knowledge and utilizing cutting-edge financial tools, we aim to create tailored plans that ensure financial security and growth for our clients across generations.

Robbins Wealth Management is a premier financial services firm located at 3939 W Ridge Rd Suite C-2, Erie, PA 16506, United States. Specializing in personalized financial planning and wealth management, Robbins Wealth Management is dedicated to helping individuals, families, and businesses achieve their financial goals. With a team of experienced financial advisors, the firm offers a comprehensive range of services including investment management, retirement planning, estate planning, tax strategies, and risk management. Committed to providing exceptional client service, Robbins Wealth Management takes a holistic approach to financial planning, ensuring that each client's unique needs and objectives are met with tailored solutions. Whether you're looking to grow your investments, plan for retirement, or safeguard your financial future, Robbins Wealth Management is your trusted partner in navigating the complexities of finance. Visit their office in Erie, PA, or contact them to schedule a consultation and take the first step towards a secure financial future.

The Investment Center of Erie, located at 4509 W Ridge Rd, Erie, PA 16506, is a premier financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to personalized service, the center offers a comprehensive range of financial planning and investment management solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, manage your wealth, or navigate the complexities of the financial markets, the experienced professionals at The Investment Center of Erie provide expert guidance and strategic advice. Their client-centric approach ensures that every financial plan is crafted with care, integrity, and a deep understanding of your financial aspirations. Visit The Investment Center of Erie to experience the difference that dedicated, professional financial advice can make in securing your financial future.

HBKS Wealth Advisors, located at 5121 Zuck Rd, Floor 1, Erie, PA 16506, is a premier financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable advisors, HBKS Wealth Advisors offers a comprehensive range of services including financial planning, investment management, retirement planning, estate planning, and tax strategies. Their client-centric approach ensures personalized solutions tailored to meet the unique needs and objectives of each client. Committed to excellence and integrity, HBKS Wealth Advisors strives to provide the highest level of service and guidance, empowering clients to make informed decisions for a secure financial future. Whether you are planning for retirement, managing investments, or seeking advice on complex financial matters, HBKS Wealth Advisors is your trusted partner in navigating the financial landscape.

Runstedler Life & Retirement is a comprehensive finance, health, and insurance agency located at 4114 Peach Street in Erie, Pennsylvania, United States. Our experienced team is dedicated to helping individuals and families plan for their future by offering a range of services such as retirement planning, life insurance, health insurance, and wealth management. With a focus on personalized solutions and exceptional customer service, Runstedler Life & Retirement is committed to helping clients achieve their financial and healthcare goals. Contact us today to learn more about how we can assist you in securing a stable and prosperous future.

Bankers Life is a leading finance, health, and insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. With a strong reputation for providing comprehensive insurance solutions, financial planning services, and healthcare options, Bankers Life is dedicated to helping individuals and families secure their futures. Whether you are looking for life insurance, retirement planning, or long-term care coverage, the experienced professionals at Bankers Life are committed to delivering personalized and reliable services to meet your specific needs. Visit us today to learn more about how we can assist you in achieving your financial and health goals.

Flagship Community Bank is a trusted financial institution located at 2157 West 8th Street in Erie, Pennsylvania. As a full-service bank, we offer a wide range of banking and financial services to our customers. Our team of experienced professionals is dedicated to providing personalized assistance and guidance to help you achieve your financial goals. Whether you need a checking account, savings account, loan, or investment services, Flagship Community Bank is here to help. Visit us today to experience the difference of banking with a community-focused institution.

PNC Private Bank is a prestigious financial institution located at 901 State Street in Erie, Pennsylvania, United States. Known for its exceptional wealth management and personalized financial services, PNC Private Bank caters to high-net-worth individuals and families seeking to grow and protect their assets. With a team of experienced advisors and a comprehensive range of financial solutions, PNC Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future.

Definiti LLC, located at 3 Holland Street in Erie, Pennsylvania, is a finance institution that specializes in workplace retirement plans. With a team of top retirement plan experts, Definiti helps employers select and maintain compliant retirement solutions for their workforce. From plan design to recordkeeping and compliance, Definiti offers customized solutions for workplaces of any size. In addition to plan selection, Definiti also provides clear evaluations of retirement plans by in-house actuaries. Their goal is to make it easier for employers to choose a plan that fits their business and benefits their employees. Trusted by hundreds of advisors nationwide, Definiti delivers quality service that earns trust, respect, and referrals.

Behn 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.

Waddell & 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.

Morgan 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.

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.

UBS Financial Services Inc. is a leading finance institution located in Erie, Pennsylvania, United States. With a strong reputation for providing comprehensive financial services, UBS offers a wide range of investment and wealth management solutions for individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets. Whether you are looking for investment advice, retirement planning, or asset management, UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.

Northwestern Mutual is a renowned finance and insurance agency located at 4 West 34th Street in Erie, Pennsylvania, United States. With a strong reputation for financial planning and insurance services, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Northwestern Mutual are dedicated to providing personalized solutions to meet your needs. Visit their office in Erie to learn more about their comprehensive financial services and how they can help you build a secure financial foundation for the future.

HUB International is a leading finance and insurance agency located at 1250 Tower Lane in Erie, Pennsylvania, United States. With a strong focus on providing comprehensive insurance solutions and financial services, HUB International is dedicated to helping individuals and businesses protect their assets and achieve their financial goals. Our team of experienced professionals is committed to delivering personalized service and tailored solutions to meet the unique needs of each client. Contact us today to learn more about how HUB International can help you secure your 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.