Financial planning strategies in Erie, Pennsylvania

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.

Edward Jones - Financial Advisor: Tim Mannino, AAMS™ is a trusted financial institution located at 106 Erie Street in Edinboro, Pennsylvania. As a dedicated financial advisor, Tim Mannino offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, retirement planning, and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Tim Mannino, AAMS™ at Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Gregory Brumagin Financial & Associates is a reputable finance and insurance agency located at 9211 Wattsburg Road in Erie, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions and comprehensive insurance coverage to meet the unique needs of our clients. With a focus on integrity and customer service, we strive to help individuals and businesses achieve their financial goals and protect what matters most to them. Contact us today to learn more about our services and how we can assist you in securing your financial future.

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.

Kissling Financial Services, LLC is a finance institution located at 5117 Erie Street in New Castle, Pennsylvania, United States. They offer a wide range of financial services including investment planning, retirement planning, and wealth management. With a team of experienced professionals, Kissling Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Contact them today to learn more about how they can assist you with your financial needs.

Merrill Lynch Financial Advisor Robert M Cacchione is a finance institution located at 510 Cranberry Street in Erie, Pennsylvania, United States. Accessible, knowledgeable, and experienced, the institution is dedicated to building and maintaining strong relationships with clients. The team is passionate about helping clients make important financial decisions and is committed to understanding each client's unique needs and goals. They offer personalized financial planning services to help clients pursue their financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to develop strategies to address clients' financial needs. The team of talented and experienced individuals is committed to providing exemplary client service and personalized financial education. Merrill Lynch Wealth Management Advisors work with clients to create customized investment approaches tailored to their needs and goals. The institution believes in putting clients first and helping them achieve their financial goals through personalized investment strategies and comprehensive financial solutions.

Edward Jones - Financial Advisor: Dan Young, AAMS™ is a reputable financial institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. As a trusted advisor, Dan Young, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Dan Young, AAMS™ is here to help you navigate the complexities of the financial world and make informed decisions for a secure 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.

Mark Holcomb - UBS Financial Services Inc. is a leading financial institution located at 100 State Street in Erie, Pennsylvania, United States. With a strong reputation for excellence and expertise in the field of finance, the 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, the team at Mark Holcomb - UBS Financial Services Inc. is dedicated to providing personalized solutions tailored to your individual needs. Trust in their experience and commitment to helping you secure a stable financial future.

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.

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.

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.

Erie Tax & Business Services LLC is a professional accounting and finance institution located at 1003 East 38th Street in Erie, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, payroll processing, and financial consulting. Our goal is to provide personalized and efficient solutions to help our clients achieve their financial goals. Whether you are an individual or a business owner, you can trust Erie Tax & Business Services LLC to handle all of your accounting and finance needs with expertise and professionalism.

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.

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.

Carrie Gjovik, Bankers Life Agent and Bankers Life Securities Financial Representative in Erie, PA, offers a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Located at 3939 West Ridge Road, Erie, Pennsylvania, United States, Carrie Gjovik can assist you in comparing Medicare Advantage plans to find the right coverage for your needs. With Medicare Advantage plans offering similar coverage to Original Medicare Parts A and B, including the option for prescription drug coverage, and some plans even offering premiums as low as $0 per month, Carrie Gjovik can help you navigate the complexities of healthcare insurance. In addition, as the need for long-term care becomes more inevitable, Carrie Gjovik emphasizes the importance of being prepared and having discussions with your loved ones. Contact Carrie Gjovik today to start planning for your future healthcare needs.

US Fidelity Financial is an insurance agency located at 1703 Sunrise Lakes Drive in Erie, Pennsylvania. Our dedicated team of professionals is committed to providing our clients with the highest quality insurance products and services to meet their individual needs. With a focus on integrity and reliability, US Fidelity Financial strives to build long-lasting relationships with our clients and help them protect what matters most. Contact us today to learn more about our insurance solutions.

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.

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 City Finance, located at 626 Pennsylvania 5 Alternate, Erie, Pennsylvania 16501, serves as a pivotal local government office dedicated to managing the financial operations of the city of Erie. This establishment is committed to ensuring the efficient allocation and utilization of public funds to foster community development and maintain city services. The office handles a range of financial responsibilities, including budgeting, accounting, and financial reporting, all aimed at promoting transparency and fiscal responsibility. As a cornerstone of local governance, Erie City Finance plays a crucial role in supporting the economic stability and growth of the Erie community.

Erie City Controller, located at 626 Pennsylvania 5 Alternate, Erie, Pennsylvania 16501, is a reputable local government office specializing in accounting and finance. As a cornerstone of financial oversight for the city, the Erie City Controller's office is dedicated to ensuring fiscal responsibility, transparency, and efficiency in managing the city's financial resources. Offering a range of essential services, including budget management, financial reporting, and auditing, the Erie City Controller plays a pivotal role in maintaining the economic health of the community. Whether you are a resident seeking information on municipal finances or a business looking for insights into local financial regulations, the Erie City Controller is your trusted resource for all matters related to the city's financial administration.

The Erie Purchasing Department, located at 626 Pennsylvania 5 Alternate, Erie, Pennsylvania 16501, serves as a vital local government office dedicated to managing and overseeing procurement activities for the city of Erie. This department ensures that the city's purchases of goods and services are conducted efficiently, transparently, and in compliance with all applicable laws and regulations. By fostering competitive bidding and maintaining rigorous standards, the Erie Purchasing Department aims to secure the best value for taxpayers' money. Whether it's coordinating contracts, handling vendor relations, or streamlining procurement processes, the team at this department is committed to supporting the operational needs of Erie’s municipal departments and enhancing the overall quality of public services.

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.

Widget Financial is your trusted local financial institution located at 1595 West 26th Street, Erie, Pennsylvania. Offering a range of financial services including ATMs and personalized financial advice, Widget Financial is dedicated to helping you achieve your financial goals and secure your future.

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 Federal Credit Union is a reputable financial institution located at 2154 East Lake Road, Erie, Pennsylvania 16511, United States. Specializing in a wide range of financial services, this credit union is dedicated to serving the local community with personalized banking solutions. Members can benefit from various services including savings and checking accounts, loans, mortgages, and investment opportunities. Known for its customer-centric approach, Erie General Electric Fed Cu strives to provide financial products that cater to the diverse needs of its members, ensuring their financial well-being and growth. Whether you're looking to secure a loan, invest for the future, or simply manage your day-to-day finances, Erie General Electric Federal Credit Union offers trustworthy and reliable services in a friendly and professional environment.

Howard Hanna Erie Commercial is a premier real estate and insurance agency located in Erie, Pennsylvania. Situated at 4244 West 12th Street, this trusted establishment specializes in a comprehensive range of services designed to meet your financial, insurance, and real estate needs.