TOP 30 Financial representatives in Erie, Pennsylvania

50 results found

Allstate Personal Financial Representative Jonathan Rees is a trusted finance and insurance agency located at 3309 Liberty Street in Erie, Pennsylvania. With a commitment to providing personalized financial solutions, Jonathan Rees offers a range of services to help clients achieve their financial goals and protect their assets. Whether you're looking for insurance coverage, retirement planning, or investment advice, Jonathan Rees is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact them today to schedule a consultation and start planning for a secure financial future.

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.

John Bamberger, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 3939 West Ridge Road, Erie, Pennsylvania, offers a wide range of insurance options including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, John Bamberger can provide valuable information on Medicare Advantage and help you plan for long-term care needs. With rising healthcare costs and increasing life expectancy, it's important to be prepared for the future. Contact John Bamberger today to start planning your next steps towards financial security and peace of mind.

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.

Joseph Schaaf, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 3939 West Ridge Road in Erie, Pennsylvania, offers a wide range of insurance options through Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Joseph Schaaf is a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., specializing in Medicare Advantage plans to help clients find the right coverage. Medicare Advantage Plans provide all-in-one alternatives to Original Medicare Parts A and B, with the option of prescription drug coverage and affordable premiums. With the increasing need for long-term care planning as people live longer and health care costs rise, Joseph Schaaf is dedicated to helping clients prepare for the future and have important discussions with their loved ones. Contact Joseph Schaaf today to start planning your next steps.

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.

Make-A-Wish Erie Regional Office Address: 717 Indiana Drive, Erie, PA 16505, United States

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.

Roland Financial Wealth Management, located at 3910 Caughey Rd #140, Erie, PA 16506, offers comprehensive financial planning services to help you achieve a secure and rewarding retirement. Serving Erie, PA, and the surrounding areas, our mission is to understand your unique financial needs and goals, examine your current financial situation, and develop a tailored strategy that is supported by our dedicated team. We pride ourselves on being by your side every step of the way, making adjustments to your plan as needed to ensure long-term financial security. Our services include wealth management, tactical investing, IRA/401k/403b rollovers, creating retirement income streams, annuities, dividend-paying stocks, tax-efficient strategies, and asset protection strategies. We design our plans to consider all your needs and use a variety of tools to implement them effectively.

Bort Insurance Services, located at 1460 West 38th Street in Erie, Pennsylvania, is an independent insurance agency with a personalized touch. Since 1975, our veteran-owned agency has been dedicated to protecting individuals and businesses in Northwest PA, as well as being licensed in NY, OH, and IN. We represent multiple reputable insurance companies, offering a broad range of coverage options to provide the best value for our clients. Our experienced team members provide quality and educational service, focusing on integrity, professionalism, and security in every client relationship. We offer a variety of personal and business insurance solutions, with trusted advice and risk management for companies of all sizes. Our commitment to exceeding expectations and giving back to the community sets us apart. Whether you need coverage for bodily injury, property damage, medical expenses, uninsured motorists, or rental coverage, Bort Insurance Services has you covered. Visit us to see why our clients recommend us for all their insurance needs.

Murray Insurance, located in Erie, Pennsylvania, is a dedicated insurance agency founded over five decades ago by James Murray. Now owned by Bob Murray, the agency continues to provide quality insurance coverage and personalized customer service to individuals, families, and businesses. With a focus on protecting what matters most, Murray Insurance offers trusted advice and tailored insurance solutions. Specializing in coverage and risk management for companies of all sizes, Murray Insurance represents ERIE and upholds their motto of "Above all in Service." Whether you need bodily injury liability, property damage coverage, medical payments coverage, or uninsured/underinsured motorist damage coverage, Murray Insurance has you covered. With options for physical damage coverage, rental coverage/loss of use, and more, Murray Insurance ensures that your unique risks are addressed with comprehensive auto insurance. Serving clients across Pennsylvania, Ohio, and New York, Murray Insurance is committed to providing exceptional service and personalized insurance solutions to meet the needs of each individual client.

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.

Reich Insurance, Inc. is a well-established insurance agency located at 6 Hearthstone Court in Reading, Pennsylvania, serving the local community and all of Pennsylvania. With a focus on providing the best coverage at the lowest cost, Reich Insurance represents major insurance companies such as Erie, Progressive, and Aflac. The agency prides itself on maintaining the highest standards of service and believes in being fair and honest with customers. In addition to offering insurance services, Reich Insurance also provides valuable information on financial literacy for small business owners, budgeting basics, and tips for insurance coverage during home remodels. The agency aims to educate customers on important financial topics and help them make informed decisions about their insurance needs.

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. 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.

Catrabone Catrabone & Associates is a leading law firm located at 1312 Peninsula Drive in Erie, Pennsylvania, United States. With a team of experienced attorneys, they specialize in various areas of law including personal injury, criminal defense, family law, and estate planning. Known for their dedication to providing high-quality legal services and personalized attention to each client, Catrabone Catrabone & Associates is committed to achieving the best possible outcome for their clients. Whether you are facing a legal issue or in need of legal advice, you can trust Catrabone Catrabone & Associates to represent your best interests with professionalism and integrity.

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.

WatchGuard Tax Services powered by Mayfair Tax, Inc. is a trusted institution located at 1001 State Street in Erie, Pennsylvania. Specializing in accounting, finance, and legal services, our experienced professional, Jim Shuba, has over 20 years of experience in resolving tax issues, including complex cases. As a proud member of the National Association of Tax Professionals, Jim is dedicated to providing expert guidance and support to individuals in need. By appointment only, our consultation location at 1001 State St., Suite 1400 in Erie offers convenient meeting times for clients. Most tax issues can be resolved without the need for expensive hourly rates of attorneys, making our services cost-effective and efficient. Contact us today to schedule a consultation with WatchGuard Tax Services powered by Mayfair Tax, Inc. and take the first step towards financial peace of mind.

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.

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.

Adam Harris, Bankers Life Agent, located at 3939 West Ridge Road in Erie, Pennsylvania, offers a wide range of insurance options from core products provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Adam Harris specializes in helping clients compare Medicare Advantage plans to find the right coverage. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D) and an annual maximum out-of-pocket limit. With the rising cost of healthcare and the increasing need for long-term care, it is crucial to plan ahead and have discussions with loved ones. Contact Adam Harris, Bankers Life Agent, to start planning for your future today.

Anthony Cassano, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania. As a trusted representative of Bankers Life, Anthony Cassano provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and integrity, Anthony Cassano is dedicated to helping clients find the right insurance coverage for their needs. Contact Anthony Cassano, Bankers Life Agent today to learn more about how they can help you with your insurance needs.

Lewis Sanfelice, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. As a representative of Bankers Life, they offer a range of insurance products and services to help individuals and families plan for their financial future. With a commitment to providing personalized and comprehensive insurance solutions, Lewis Sanfelice is dedicated to helping clients protect their assets and achieve their financial goals. Contact them today to learn more about their insurance offerings and how they can help you secure your financial future.

Kevin Koszegi, Bankers Life Agent, located at 3939 West Ridge Road, Erie, Pennsylvania, United States, is an insurance agency offering a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an Insurance Sales Representative in Erie, PA, Kevin Koszegi can help you compare Medicare Advantage plans to find the right coverage for you. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D) and an annual maximum out of pocket limit. With the rising costs of health care and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones. Contact Kevin Koszegi, Bankers Life Agent, to start planning your next steps today.

Kristen Black, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. Kristen Black, an Insurance Sales Representative in Erie, PA, offers a comprehensive range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our agents specialize in helping clients compare Medicare Advantage plans to find the most suitable coverage. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D). These plans include an annual maximum out-of-pocket limit, and some even have premiums as low as $0 per month.

Jessica Ferrare, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. As a representative of Bankers Life, Jessica Ferrare offers a wide range of insurance products and services to help individuals and families protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Jessica Ferrare is dedicated to providing personalized and comprehensive insurance solutions to meet your needs. Contact Jessica Ferrare, Bankers Life Agent today to discuss your insurance needs and start planning for a secure future.

Joshua Pettis, Bankers Life Agent, located at 3939 West Ridge Road in Erie, Pennsylvania, is an insurance agency offering a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Joshua Pettis, as an Insurance Sales Representative, specializes in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage plans offer all-in-one coverage with the option of prescription drug coverage and some plans even have premiums as low as $0 per month. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones about future planning. Contact Joshua Pettis today to start planning for your future healthcare needs.

Welcome to Level Of Effort Insurance Agency, your trusted partner for a hassle-free insurance experience. Conveniently located at 732 Parade Street in Erie, Pennsylvania, we are proud to serve the communities of Erie, Cleveland, Columbus, and Chicago.

Marium Mujahid, DO - Quality Health Services in Erie, PA Located at 4401 Iroquois Ave, Erie, PA 16511, Marium Mujahid, DO, is part of the esteemed Community Health Net. This local healthcare provider is dedicated to offering top-notch health services to individuals of all ages, from newborns to geriatric patients, regardless of their financial situation.