TOP 30 Financial planning experts in Erie, Pennsylvania

209 results found

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.

Charles Caryl - RBC Wealth Management Financial Advisor is a trusted financial institution located at 300 State Street in Erie, Pennsylvania, United States. As a dedicated finance professional, Charles Caryl provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Charles Caryl strives to build long-term relationships with clients based on trust and integrity. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Charles Caryl - RBC Wealth Management Financial Advisor is committed to helping you secure a prosperous 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.

Michael Vincent Sergi Jr is a financial advisor at Ameriprise Financial Services, LLC located at 1704 West 26th Street in Erie, Pennsylvania, United States. He holds various 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, retirement planning, estate planning, and more, Michael is dedicated to providing comprehensive financial advice and support to individuals and businesses.

Abby Paslowski is a Financial Advisor at Ameriprise Financial Services, LLC located at 652 West 6th Street, Erie, Pennsylvania, United States. Abby holds various certifications such as 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Abby specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, and retirement planning, Abby is dedicated to helping clients achieve their financial goals and secure their financial futures. Contact Abby Paslowski for expert financial advice and personalized wealth management solutions.

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.

Ludens Financial Services is a reputable institution located at 3525 Main Street in Erie, Pennsylvania, offering expert accounting and finance services. With a team of experienced professionals, Ludens Financial Services is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment strategies, Ludens Financial Services is committed to helping you achieve your financial goals. Trust in Ludens Financial Services for all your accounting and finance needs.

Erie Professional Tax Services Inc is a reputable accounting and finance institution located at 3662 North 21st Street in Philadelphia, Pennsylvania. With a focus on providing expert tax services to individuals and businesses in the area, Erie Professional Tax Services Inc is dedicated to helping clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or filing, the experienced professionals at this institution are committed to providing top-notch service and ensuring your financial needs are met.

Corey Russell, Bankers Life Agent and Bankers Life Securities Financial Representative in Erie, Pennsylvania, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Corey can help you find the right coverage to meet your needs. With the rising costs of healthcare and the increasing need for long-term care, planning for the future is essential. Contact Corey Russell today to start planning for your financial security and peace of mind. Visit us at 3939 West Ridge Road, Erie, Pennsylvania.

Erie Insurance: Tyson Ryan is a dedicated insurance agency located on S Water Ave in Sharon, PA. Serving the local community of Sharon and its surrounding areas, the agency specializes in providing comprehensive insurance solutions tailored to meet the diverse needs of individuals, families, and businesses. With a commitment to exceptional customer service, Tyson Ryan and his team offer a wide range of insurance products, including auto, home, life, and business insurance. The agency prides itself on delivering personalized attention and expert advice to ensure clients are well-protected and confident in their coverage choices. Whether you're looking to safeguard your assets, protect your loved ones, or secure your business, Erie Insurance: Tyson Ryan is a trusted partner in helping you achieve peace of mind.

Encompass Health Rehabilitation Hospital of Erie is part of the nation's largest network of rehabilitation hospitals, making it a trusted choice among medical professionals for high-quality rehabilitation services. Located in Erie, Pennsylvania, this hospital is dedicated to helping patients recover from life-changing illnesses and injuries, such as strokes, brain injuries, hip fractures, and other complex neurological and orthopedic conditions.Accreditations and Certifications: - Accredited by The Joint Commission - Disease-Specific Care Certification for stroke rehabilitation from The Joint Commission

Mutual Expert is a premier insurance agency located at 1600 Peninsula Drive, Erie, PA 16505, United States. Renowned for its exceptional customer service and comprehensive insurance solutions, Mutual Expert has been serving the Erie community with dedication and integrity. Our team of seasoned professionals specializes in a wide range of insurance products, including auto, home, life, and business insurance, tailored to meet the unique needs of each client. At Mutual Expert, we prioritize building lasting relationships with our clients, ensuring that they receive personalized attention and expert advice. Whether you're looking to protect your personal assets or safeguard your business, Mutual Expert is your trusted partner for reliable and affordable insurance coverage. Visit us today to experience the difference that expertise and commitment can make.

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Erie County Economic Development, located at 140 W 6th St, Erie, PA 16501, is a dedicated local government office committed to fostering economic growth and development within Erie County. This office serves as a vital resource for local businesses, entrepreneurs, and investors, offering a wide range of services designed to support business expansion, workforce development, and community revitalization. By providing expert guidance, financial assistance programs, and strategic planning, Erie County Economic Development plays a crucial role in enhancing the economic vitality and quality of life in the region. Whether you are looking to start a new business, expand an existing one, or invest in the community, this office is your go-to partner for achieving sustainable economic success in Erie County.

Erie Insurance, located in McDonald, Pennsylvania, is a trusted and reliable insurance agency dedicated to serving the local community. Situated at 15057 McDonald, Erie Insurance offers a comprehensive range of insurance products tailored to meet the diverse needs of individuals, families, and businesses. Specializing in various types of coverage, including auto, home, life, and business insurance, Erie Insurance prides itself on providing personalized service and expert advice to help clients make informed decisions. The agency's knowledgeable and friendly staff are committed to ensuring that each customer receives the best possible protection and peace of mind.

Widget Financial, located at 5553 West Ridge Road, Erie, Pennsylvania, is a trusted local financial institution dedicated to providing comprehensive financial services and guidance to its community. As a prominent ATM and finance service provider, Widget Financial offers a range of solutions designed to help individuals and families achieve their financial goals. At Widget Financial, we believe in the power of diversification as a cornerstone of a robust investment philosophy. Our experienced financial advisors emphasize the importance of not putting all your eggs in one basket, as different asset classes can perform variably over time. By diversifying your investment portfolio, you can mitigate risks and enhance your financial resilience, even amid market volatility.

Widget Financial is your trusted local partner in financial services, conveniently located at 1029 Pittsburgh Avenue in Erie, Pennsylvania. We specialize in providing a range of financial solutions including ATM services and comprehensive financial advice to help you navigate your financial journey with confidence.

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.

Erie General Electric Employee Federal Credit Union (Erie General Elec Employee Fcu) is a reputable financial institution located in Erie, Pennsylvania, at the zip code 16509. Specializing in a range of financial services, this local credit union is dedicated to serving the financial needs of General Electric employees and their families. As a trusted financial partner, Erie General Elec Employee Fcu offers a variety of services including secure ATM access, personal and business banking solutions, loans, and financial planning. With a strong commitment to community and customer service, the credit union provides personalized support to help members achieve their financial goals.

NorthStar Erie, LLC is a distinguished finance firm located at 2221 Peninsula Dr, Suite 211, Erie, PA 16506, United States. Specializing in a broad spectrum of financial services, NorthStar Erie, LLC prides itself on providing personalized financial solutions to meet the unique needs of individuals, families, and businesses in the Erie community. With a team of experienced financial advisors, the firm offers expert guidance on investments, retirement planning, wealth management, and risk assessment. NorthStar Erie, LLC is committed to helping clients achieve their financial goals through strategic planning and dedicated support, ensuring a secure and prosperous financial future.

Thomas Erie Inc is a reputable finance company located at 163 Noble Rd, Girard, PA 16417, United States. Specializing in a broad range of financial services, Thomas Erie Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you need expert advice on investments, financial planning, or wealth management, their experienced team offers personalized solutions tailored to meet your specific needs. With a commitment to excellence and customer satisfaction, Thomas Erie Inc has established itself as a trusted partner in the community for all financial matters. Visit their office in Girard, PA, to experience professional financial guidance and support.

Erie Appraisal Associates, Inc. is a reputable finance business located at 3205 Atlantic Ave, Erie, PA 16506, United States. Specializing in professional property appraisal services, the company offers expert evaluations for residential, commercial, and industrial properties. With a commitment to accuracy and integrity, Erie Appraisal Associates, Inc. provides clients with comprehensive and reliable property assessments essential for real estate transactions, insurance purposes, and financial planning. Known for their local expertise and personalized service, the team at Erie Appraisal Associates, Inc. ensures that clients receive precise and timely appraisals tailored to meet their specific needs. Whether you are buying, selling, or refinancing, Erie Appraisal Associates, Inc. is your trusted partner for all property valuation requirements in the Erie region.

Erie Tax & Business Services LLC is a premier accounting and finance firm located at 1003 E 38th St, Erie, PA 16504, United States. Dedicated to providing comprehensive financial solutions, this local business specializes in a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. With a commitment to personalized service and a deep understanding of the latest tax laws and financial regulations, Erie Tax & Business Services LLC aims to support both individuals and businesses in achieving their financial goals. Whether you need assistance with your annual tax returns, managing your business finances, or strategic financial planning, the expert team at Erie Tax & Business Services LLC is here to ensure your financial success with accuracy and integrity.

Palmer Financial Services is a premier financial advisory firm located at 2415 W Grandview Blvd, Erie, PA 16506, United States. Specializing in a broad range of financial solutions, Palmer Financial Services is dedicated to helping clients achieve their financial goals through personalized and professional guidance. Their team of experienced financial advisors offers expertise in retirement planning, investment management, tax strategies, wealth preservation, and estate planning. Committed to delivering exceptional service, Palmer Financial Services takes pride in building long-term relationships with clients, ensuring that each financial plan is tailored to meet individual needs and aspirations. Whether you are planning for retirement, managing investments, or seeking comprehensive financial advice, Palmer Financial Services is your trusted partner in navigating the complexities of finance with confidence and clarity.

Legacy Financial Consulting Services is a premier financial advisory firm located at 127 W 6th St, Erie, PA 16501, United States. Specializing in a wide range of financial services, our dedicated team of experienced professionals is committed to helping individuals and businesses achieve their financial goals. We offer personalized financial planning, investment management, retirement planning, tax strategies, and estate planning. At Legacy Financial Consulting Services, we pride ourselves on building lasting relationships with our clients, providing expert guidance tailored to each unique financial situation. Whether you're planning for the future, managing your wealth, or seeking advice on complex financial matters, we are here to support you every step of the way. Visit us today and let us help you secure a prosperous financial future.

Mark Holcomb - UBS Financial Services Inc. is a premier financial advisory firm located at 100 State St, Fourth Floor, Suite 460, Erie, PA 16507, United States. Specializing in comprehensive financial planning and wealth management, the business is dedicated to helping individuals, families, and businesses achieve their financial goals. With a client-centric approach, Mark Holcomb and his team offer personalized investment strategies, retirement planning, estate planning, and risk management solutions. Backed by the global resources of UBS, one of the world's leading financial institutions, the firm combines local expertise with international reach to deliver exceptional service and tailored financial solutions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mark Holcomb - UBS Financial Services Inc. is committed to providing expert guidance and support every step of the way.

The Erie County Tax Claim Bureau, located at 140 W 6th St #110, Erie, PA 16501, is a vital local government office specializing in accounting and finance services for the Erie County community. This bureau is committed to managing tax claims, ensuring the accurate collection of delinquent property taxes, and providing essential financial services to both residents and businesses. With a dedicated team of professionals, the Erie County Tax Claim Bureau strives to maintain transparency, efficiency, and accountability in all its operations, helping to support the financial health and stability of the county. Whether you need assistance with tax payment plans, understanding your tax obligations, or navigating the complexities of property tax claims, the bureau is a reliable resource for expert guidance and support.

Stewart Financial Services, LLC is a premier financial advisory firm located at 1946 W 26th St #5, Erie, PA 16508, United States. Specializing in a wide range of financial services, the firm is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you need assistance with retirement planning, investment management, tax planning, or insurance solutions, Stewart Financial Services, LLC offers comprehensive and tailored advice to meet your unique needs. With a commitment to integrity, professionalism, and client satisfaction, Stewart Financial Services, LLC is your trusted partner in navigating the complexities of the financial world.

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.

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.