Finance institutions in Erie, Pennsylvania

Lincoln 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.

Vince 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.

LPL 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.

FORVIS, 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.

Kuvshinikov 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.

Neubauer 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.

Rich 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.

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.

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.

Fitzsimmons Financial Services is a reputable finance institution located at 1001 State Street in Erie, Pennsylvania, United States. Our dedicated team of financial experts provides a wide range of services including investment planning, retirement planning, wealth management, and more. We strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you in reaching your financial objectives.

Jacob Fuller is a reputable finance institution located at 3835 Peach Street in Erie, Pennsylvania, United States. With a strong focus on providing top-notch financial services, Jacob Fuller is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for assistance with investments, loans, or wealth management, the experienced professionals at Jacob Fuller are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and customer-focused, Jacob Fuller is your go-to institution for all your financial needs.

Anthony Chiarelli is a reputable finance institution located at 100 State Street in Erie, Pennsylvania, United States. With a strong focus on providing top-notch financial services, Anthony Chiarelli is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Anthony Chiarelli are here to help. Trustworthy, reliable, and committed to excellence, Anthony Chiarelli is the go-to institution for all your financial needs.

Wedgewood Investors Inc is a finance institution located at 100 State Street in Erie, Pennsylvania, United States. We specialize in providing a range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, Wedgewood Investors Inc is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Maher Duessel is a reputable accounting and finance institution located at 2216 West 50th Street in Erie, Pennsylvania, United States. With a team of experienced professionals, Maher Duessel provides a wide range of accounting and financial services to clients in the area. From tax preparation to audit services, Maher Duessel is committed to helping individuals and businesses manage their finances effectively. With a focus on integrity and excellence, Maher Duessel is a trusted partner for all accounting and finance needs.

Sullivan 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.

Maloney, 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.

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.

Ben Longo - Raymond James is a finance institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Ben Longo - Raymond James is dedicated to providing personalized and professional financial advice to meet your needs. Visit their office today to start planning for a secure financial future.

Provident 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.

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.

Legend Group Inc is a renowned finance institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. With a reputation for providing top-notch financial services, Legend Group Inc offers a wide range of investment options and financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or retirement planning, the experienced professionals at Legend Group Inc are dedicated to helping you make informed decisions to secure your financial future.

Parsons Investments is a leading finance institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. With a strong reputation for excellence and integrity, Parsons Investments offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Parsons Investments is dedicated to providing personalized solutions tailored to your specific needs. Trust Parsons Investments to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run.

Piotrowicz 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.

Tina 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.

Mark Tetuan - Financial Advisor at Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, is a trusted finance institution that has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. Mark Tetuan offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies as life changes, and track progress towards financial goals.

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.

Freedom Investment Management Group is a leading finance institution located at 100 State Street in Erie, Pennsylvania, United States. With a team of experienced professionals, they provide expert financial advice and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Freedom Investment Management Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to excellence for all your financial needs.

Carl J. Rimer - Morgan Stanley is a finance institution located at 100 State Street in Erie, Pennsylvania, United States. As a branch of Morgan Stanley, the institution offers a range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Carl J. Rimer - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. The institution prides itself on providing personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Carl J. Rimer - Morgan Stanley is here to help you every step of the way.

Full Circle Investments is a finance institution located at 100 State Street in Erie, Pennsylvania, United States. Our team of experienced financial experts offers a wide range of investment 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, we are here to provide personalized guidance and support every step of the way. At Full Circle Investments, we believe in creating comprehensive financial strategies that encompass all aspects of our clients' financial lives, ensuring that they are well-equipped to navigate the ever-changing market conditions. Contact us today to schedule a consultation and start your journey towards financial success.