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TOP 30 Financial independence planning in Erie, PA
19 results found
Search for local businesses, places and services near you
Scalise Financial Advisors
Scalise 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.
One-Up Financial
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.
Edward Jones - Financial Advisor: Michael A Jones, CFP®|AAMS™
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.
HBK Sorce Financial
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.
RBC Wealth Management Branch - Erie
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.
KVIS & Coe Insurance Services
KVIS & Coe Insurance Services is a health and insurance agency located at 123 East Locust Street in Oxford, Pennsylvania, United States. Our auto insurance coverage follows you wherever the road may take you, and we recently moved to our new location on December 14th. As we celebrate our 50th Anniversary, we are excited to call our new location “Home” #OXFORDSTRONG. We offer comprehensive auto insurance coverage, life insurance options to ensure your loved ones are taken care of, and commercial business insurance solutions tailored to your needs. Our knowledgeable insurance service agents work with top carriers like Erie Insurance, MetLife, and Progressive to find you the best insurance plans at an affordable rate.
Quinn Insurance Agency
Quinn Insurance Agency is your local Springfield independent insurance agency, located at 624 Baltimore Pike in Springfield, Pennsylvania. Established in 2003, we specialize in auto, homeowners, life, and business insurance. As an independent agency, we work for you, not the insurance companies, allowing us to select the best policies to meet your needs. Our insurance partners include industry leaders such as Erie, Travelers, and Safeco. We strive to provide the most comprehensive and affordable insurance options to our clients. Additionally, we offer financial literacy resources for small business owners and tips for navigating insurance coverage during home remodels. Take our quiz to test your knowledge on life insurance and see how we can help you protect your loved ones and assets. Contact us today for personalized insurance solutions tailored to your unique needs.
Locastro Bonini Insurance Agency
Locastro Bonini Insurance Agency is a trusted insurance provider located at 4602 Peach Street in Erie, Pennsylvania. Our agency offers a wide range of insurance products and services to meet the diverse needs of our clients. With a team of experienced and knowledgeable insurance professionals, we are dedicated to providing personalized solutions and excellent customer service. Whether you are looking for auto, home, life, or business insurance, Locastro Bonini Insurance Agency is here to help you protect what matters most. Contact us today for a free quote and let us assist you in finding the right coverage at the right price.
Northshore Insurance Agency, LLC
Northshore Insurance Agency, LLC is a trusted insurance agency located at 2340 West Grandview Boulevard in Erie, Pennsylvania. With a commitment to providing personalized and comprehensive insurance solutions, we strive to protect our clients' assets and peace of mind. Our experienced agents are dedicated to helping individuals and businesses find the best insurance coverage for their specific needs. Whether you are looking for auto, home, business, or life insurance, Northshore Insurance Agency, LLC is here to help you navigate the complexities of the insurance world and secure the protection you deserve. Contact us today to learn more about our services and how we can assist you in safeguarding your future.
Yingling Insurance Agency, Inc
Yingling Insurance Agency, Inc. is a trusted insurance agency located at 211 South Vine Street in Carmichaels, Pennsylvania. With an additional location in Waynesburg, our agency is dedicated to providing exceptional customer service and finding the best insurance coverage options for our clients. Specializing in auto, home, and life insurance, we proudly represent Erie Insurance as our main carrier. With nearly 50 years of experience serving the Greene County area, we treat every customer like family and are actively involved in community events. Contact us today to discuss your insurance needs and let us help protect what matters most to you.
EPIC Evans Przybylek Insurance Center
EPIC Evans Przybylek Insurance Center is a leading insurance agency located at 252 South Jefferson Street in Kittanning, Pennsylvania, United States. Specializing in personal, business, life, auto, home, workers' compensation, motorcycle, ATV, commercial auto, and general liability insurance, EP Evans Przybylek Insurance Center is your go-to source for all your insurance needs. As an independent agency, they work tirelessly to find the best insurance value for you in the marketplace. With Erie Insurance Group as their primary carrier, they offer top-notch service and competitive pricing. Their dedicated partners and staff are committed to providing expertise to meet the unique needs of individuals and businesses alike. In addition to insurance services, EPIC Evans Przybylek Insurance Center also offers financial literacy resources for small business owners, ensuring success and proper financial management. Whether you're planning a home remodel or need help understanding life insurance, EPIC Evans Przybylek Insurance Center is here to assist you every step of the way.
Unruh Insurance Agency, Inc.
Unruh Insurance Agency, Inc. is a health insurance agency located at 1344 Main Street, East Earl, Pennsylvania, United States. We specialize in providing customized insurance solutions with a personal touch. As an independent agency, our loyalty lies with our customers, allowing us to shop for the best insurance plans on your behalf. Our knowledgeable agents will ensure you get a personalized plan that fits your needs and budget, representing top names in the industry like Erie Insurance. In the event of a claim, our friendly customer service reps will guide you through the process and ensure fair payment for your loss. We offer a range of personal and business coverage options, as well as financial planning services. By bundling your policies together, you can maximize savings with a multi-policy discount. Contact us at our East Earl location or our Denver office to experience our outstanding customer service. Proudly serving Lancaster and Berks County, Pennsylvania.
The Perzel Agency, Inc.
The Perzel Agency, Inc. is an insurance agency located at 7338 Frankford Avenue in Philadelphia, Pennsylvania, United States. Specializing in insurance solutions for businesses, individuals, and employee benefits, we are the largest Erie Insurance Group representative in Philadelphia. Our team of experts understands the unique risks faced by clients in the Delaware Valley and works to create innovative solutions to protect their financial security and quality of life. We offer a range of insurance options, from business to personal to employee benefits, and are committed to providing a personalized and comprehensive insurance experience for our clients. Our independent agency gives clients the power of choice, working with top-rated national and regional insurance carriers to find the best coverage options for their needs. With a focus on customer service and expert advice, The Perzel Agency, Inc. is dedicated to helping clients make smart decisions and plan for the unexpected.
Waddell & Reed
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.
White Oak Wealth Partners
White Oak Wealth Partners, located at 100 State Street in Erie, Pennsylvania, specializes in creating financial plans and sophisticated tax strategies for business owners, executives, and affluent families. If you're unsure about when you can retire and what lifestyle you'll be able to support, their team of independent advisors can help. They will assess your resources for retirement, determine how much you'll need, when you can retire, and what rate of return you should aim for on your investable assets. Their tax-focused approach aims to minimize asset erosion due to taxation. Please note that specific individualized tax advice is not provided, and it is recommended to discuss your specific tax issues with a qualified tax advisor. White Oak Wealth Partners' transparent fee structure aligns their compensation with your long-term goals, allowing them to create highly sophisticated strategies while delivering exceptional service.
Robbins Wealth Management
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.
Stratton & Associates
Stratton & Associates, located at 8331 Edinboro Rd in Erie, Pennsylvania, is an independent insurance brokerage firm specializing in health insurance for employer groups of all sizes. With a focus on providing the latest Medicare Advantage Plans for retirees on Medicare, they serve the entire northwestern Pennsylvania area. Led by licensed agent Doug Stratton, who has over 40 years of experience in the industry, the firm prioritizes representing their clients first and finding insurance solutions to meet their specific needs. With access to numerous carriers and a variety of coverage options, they ensure that insurance plans are tailored to each individual or business. Whether you are looking for health insurance for your employees or Medicare coverage for yourself, Stratton & Associates is dedicated to providing the right products and services for you.
Heidi Hilton Insurance Agency, Inc.
Heidi Hilton Insurance Agency, Inc. is a trusted insurance agency located at 4509 West 26th Street in Erie, Pennsylvania, United States. With over 15 years of experience in helping clients with their Medicare needs, Heidi Hilton Insurance Agency is dedicated to finding the right insurance options for you. Medicare helps cover certain healthcare costs for individuals aged 65 years or older, but it doesn't cover everything. With deductibles, co-pays, and coinsurance to consider, navigating the world of Medicare can be overwhelming. That's where Heidi Hilton Insurance Agency comes in - as an independent agent, they work with a variety of companies to find the best choice for you.
Stratton & Associates
Stratton & Associates, located at 4508 Miller Avenue in Erie, Pennsylvania, is an independent insurance brokerage firm specializing in health insurance for employer groups of all sizes. They also offer the latest Medicare Advantage Plans for retirees on Medicare. With over 40 years of experience, founder Doug Stratton ensures that clients receive the right products and services to meet their specific needs. As a brokerage firm, they represent multiple carriers and offer a variety of coverage options for individuals and businesses in the northwestern Pennsylvania area. At Stratton & Associates, the focus is always on representing the client first and using insurance products to solve their needs and problems effectively.
List of local businesses, places and services in Pennsylvania
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