Financial planning services for seniors in Erie, Pennsylvania

Erie Insurance - Carosella Insurance is a trusted insurance agency located at 3281 Leechburg Road in Lower Burrell, Pennsylvania, United States. They are dedicated to helping individuals, businesses, and families save money, reduce risk, and protect their financial future. The Carosella Insurance team is known for their exceptional customer service and expertise in the insurance industry. They are licensed in multiple states including Kentucky, Florida, Georgia, Indiana, Maryland, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia. Whether you are looking for personal or business insurance, Erie Insurance - Carosella Insurance is here to help you with all your insurance needs.

Erie Federal Credit Union is a trusted financial institution located at 5500 Zuck Road in Erie, Pennsylvania. As a credit union, we are dedicated to serving our members and providing them with a wide range of financial products and services. Our goal is to help our members achieve their financial goals and improve their financial well-being. With a focus on customer service and community involvement, Erie Federal Credit Union is committed to providing a personalized and convenient banking experience for all of our members.

Merrill Lynch Financial Advisor Ryan M Haffey, located at 510 Cranberry Street, Erie, Pennsylvania, United States, is dedicated to understanding your values and goals to help you achieve financial success. With 15 years of experience in the financial services industry, Ryan holds a CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation. The team at Merrill Lynch focuses on building strong client relationships based on trust and personalized service. They offer personalized financial plans, retirement income planning, and wealth transfer solutions. By getting to know you and your priorities, they create customized strategies to help you pursue your financial goals. With a focus on ongoing communication and adjustments to your financial approach, they help you stay on track to achieve what's most important to you. Contact Merrill Lynch Financial Advisor Ryan M Haffey to develop a personalized wealth management approach for your future.

Legacy Financial Consulting Services is a reputable finance institution located at 127 West 6th Street in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, we are here to help. Trust Legacy Financial Consulting Services to guide you towards a secure financial future.

Lincoln Financial Advisors is a reputable finance and insurance agency located at 1787 West 26th Street in Erie, Pennsylvania, United States. With a dedication to providing top-notch financial and insurance services, our team of experienced advisors is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Lincoln Financial Advisors is here to provide expert guidance and personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run. Visit us today and let us assist you in building a secure financial foundation for tomorrow.

Jean Craige Pepper - RBC Wealth Management Financial Advisor is a leading financial institution located at 300 State Street in Erie, Pennsylvania, United States. As a trusted advisor, Jean Craige Pepper provides personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Jean Craige Pepper offers tailored investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and integrity, clients can trust Jean Craige Pepper - RBC Wealth Management Financial Advisor to provide expert guidance and support for their 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.

Voussoir Financial Partners - Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, is a finance institution that has been recognized as the recipient of the Ameriprise Client Experience Award for 2023. The dedicated team at Voussoir Financial Partners works hard every day to provide a great experience for their clients. They offer personalized advice to help individuals reach their financial goals and are committed to delivering top-notch service. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations to ensure the security and privacy of their clients' information. If you are interested in learning more about how Voussoir Financial Partners can help you achieve your financial goals, schedule a complimentary initial consultation today.

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.

Richele Miller, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 3939 West Ridge Road in Erie, Pennsylvania. Our institution offers a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate the complex world of Medicare Advantage plans, finding the right coverage for your needs. With the rising costs of healthcare and longer life expectancies, planning for long-term care is essential. Let us help you start planning for the future and have important discussions with your loved ones. Contact us today to take the next step towards financial security and peace of mind.

UPMC Health Plan, located at 100 State Street in Erie, Pennsylvania, is a health insurance agency that offers individual and family plans. Whether you're a member looking to manage your plan or a producer interested in working with us, we have options for you. Our focus is on helping our members live their healthiest lives, with access to top-ranked care, online health tools, award-winning customer service, and wellness programs. We are committed to member satisfaction, with our Medicare Advantage Plans ranking #1 in Pennsylvania. During the COVID-19 pandemic, we are ensuring all members have access to care and offering virtual urgent care visits through UPMC AnywhereCare. Our Health Break podcast provides valuable health and wellness information for our members. As a provider-led health plan, we are constantly innovating to control costs and improve health outcomes. Visit us to learn more about how UPMC Health Plan can work for you.

Greenwood Insurance of Erie is a trusted insurance agency located at 4535 Buffalo Road in Erie, Pennsylvania. We offer a wide range of insurance products and services to meet the needs of our clients. Our experienced agents are dedicated to providing personalized and professional service to help you find the right coverage for your individual needs. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Contact us today to learn more about how Greenwood Insurance of Erie can help you with all of your insurance needs.

Villarreal Life Insurance of Erie is a trusted insurance agency located at 1403 West 35th Street in Erie, Pennsylvania. Our dedicated team of professionals is committed to providing comprehensive life insurance solutions to protect you and your loved ones. With a focus on personalized service and competitive rates, we strive to meet the unique needs of each of our clients. Contact us today to learn more about our range of insurance products and how we can help safeguard your future.

Erie Insurance: Francescone Bill is an insurance agency located on South Water Avenue in Sharon, Pennsylvania, United States. With a focus on providing comprehensive insurance coverage and personalized service, Erie Insurance: Francescone Bill is dedicated to helping individuals and businesses protect what matters most. Whether you are looking for auto, home, life, or business insurance, the experienced team at Erie Insurance: Francescone Bill is committed to finding the best coverage options to meet your specific needs. Contact them today to learn more about their insurance solutions and how they can help you secure peace of mind for the future.

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

Erie Center On Health & Aging, located at 3910 Schaper Ave, Erie, PA 16508, is a premier healthcare facility dedicated to providing comprehensive medical services for the elderly. Specializing in geriatric care, this center offers a wide range of health services tailored to meet the unique needs of older adults. The team of experienced doctors and healthcare professionals at Erie Center On Health & Aging is committed to enhancing the quality of life for seniors through personalized care, preventative health strategies, and the management of chronic conditions. With a focus on compassionate and patient-centered service, the center strives to support the overall well-being and independence of its patients. Whether you are seeking routine check-ups, specialized treatment, or advice on healthy aging, Erie Center On Health & Aging is your trusted partner in senior healthcare.

Eri Insurance is a trusted and reliable insurance agency located in Midland, Pennsylvania, 15059, United States. Dedicated to serving the local community, Eri Insurance offers a comprehensive range of insurance products tailored to meet the unique needs of individuals, families, and businesses. Whether you're looking for auto, home, life, health, or commercial insurance, the experienced professionals at Eri Insurance are committed to providing personalized service and expert guidance. Their goal is to ensure that clients have the right coverage to protect what matters most, all while delivering exceptional customer service and peace of mind. Visit Eri Insurance in Midland, PA, to experience a customer-centric approach to insurance that prioritizes your security and satisfaction.

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.

TOPS Friendly Markets is a popular supermarket located at 1520 West 26th Street in Erie, Pennsylvania, United States. This institution offers a wide range of services including ATM access, department store items, financial services, and a variety of food and grocery options. With a reputation for quality products and friendly customer service, TOPS Friendly Markets is a go-to destination for all your shopping needs. Whether you're looking for fresh produce, household essentials, or a quick bite to eat, this supermarket has everything you need in one convenient location.

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.

Sitter Insurance, LLC is a trusted insurance agency located at 4267 West Ridge Road in Erie, Pennsylvania. We specialize in providing comprehensive insurance coverage for individuals and families, offering a range of policies to meet our clients' unique needs. Our experienced team is dedicated to providing personalized service and helping our clients find the right insurance solutions to protect their assets and loved ones. Contact us today to learn more about our services and how we can help you secure peace of mind for the 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.

Farmers Insurance - Patrick Geary is a reputable insurance agency located at 3910 Caughey Road in Erie, Pennsylvania, United States. With a focus on providing top-notch insurance products and personalized service, this institution is dedicated to helping individuals and businesses protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, Farmers Insurance - Patrick Geary is committed to finding the right coverage options for your specific needs. With a strong reputation for reliability and customer satisfaction, you can trust this agency to provide you with the peace of mind you deserve.

Hilling-Pfeffer Insurance is a trusted insurance agency located at 332 Holland Street in Erie, Pennsylvania, United States. With a commitment to providing personalized and comprehensive insurance solutions, we strive to protect our clients' assets and provide peace of mind. Our experienced team of professionals is dedicated to helping individuals and businesses find the right coverage for their specific needs. Whether you are looking for auto, home, life, or business insurance, Hilling-Pfeffer Insurance 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.

First National Bank is a reputable financial institution located at 6960 Peach Street in Erie, Pennsylvania. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. From checking and savings accounts to loans and investments, our experienced team is dedicated to helping you achieve your financial goals. Visit us today to experience our personalized service and commitment to excellence in banking.

The Institute on HealthCare Directives, located at 900 State Street in Erie, Pennsylvania, is a leading healthcare institution dedicated to providing expert guidance and support in creating personalized healthcare directives. Our team of experienced doctors and health professionals are committed to helping individuals make informed decisions about their medical care and treatment preferences. Whether you are planning for future healthcare needs or navigating a current medical crisis, our institute offers comprehensive services to ensure your wishes are clearly communicated and respected. Contact us today to learn more about how we can assist you in creating a healthcare directive that aligns with your values and preferences.

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.

Equitable Advisors is a trusted financial institution located at 100 State Street in Erie, Pennsylvania, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, we are here to help. With a focus on transparency and integrity, Equitable Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Terry Hokaj - Thrivent is a finance institution located at 3800 West 12th Street in Erie, Pennsylvania, United States. As a licensed financial professional in multiple states, including AZ, CA, CO, MD, NY, OH, PA, SC, TN, and VA, Terry Hokaj provides personalized financial guidance to help clients reach their goals. By understanding each client's unique financial situation and needs, Terry Hokaj develops tailored financial strategies to help them make informed decisions and move forward towards their objectives. Services may include cash flow allocation, investment diversification, and risk reduction through life insurance. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services for a fee. It's important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. For more information about Thrivent's services and financial advisors, visit thrivent.com.

Siegel Medicare & Health Insurance Advisors is a reputable insurance agency located at 2616 West 8th Street in Erie, Pennsylvania. Our team of experienced advisors specializes in helping individuals and families navigate the complex world of Medicare and health insurance. We provide personalized guidance and support to ensure our clients have the coverage they need to protect their health and financial well-being. Trust Siegel Medicare & Health Insurance Advisors to find the right insurance solutions for you and your loved ones.