Financial services for individuals in Erie, Pennsylvania

Roland Financial Wealth Management is a finance institution located at 3910 Caughey Road, Erie, Pennsylvania, United States. We specialize in providing comprehensive financial plans for a secure and rewarding retirement. Our team loves serving the Erie, PA, and surrounding areas, ensuring that our clients have peace of mind when it comes to their financial future. At Roland Financial Wealth Management, we take a personalized approach to financial planning, starting with hearing your story to understand your unique needs and goals. We then examine your current financial situation and develop a comprehensive strategy supported by our dedicated team. We stay with you every step of the way, adjusting your plan as needed to ensure long-term financial security heading into retirement.

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.

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.

Widget Financial, located at 5553 W Ridge Rd, Erie, PA 16506, is a dedicated financial services provider committed to helping individuals and families achieve their financial goals. As a trusted partner in the Erie community, Widget Financial emphasizes the importance of diversification in investment strategies to mitigate risks associated with market volatility. Their expert advice encourages clients to avoid putting all their resources into a single asset class, thereby safeguarding their financial future. In addition to investment guidance, Widget Financial offers valuable insights into Social Security benefits management. They understand that deciding when to start receiving benefits is a crucial decision that can significantly impact retirement income. Their knowledgeable team is ready to help clients navigate this decision by taking into account personal circumstances and financial objectives.

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.

Jackson Hewitt Tax Service, located at 826 East 6th Street in Erie, Pennsylvania, is a finance institution that is dedicated to helping you get your biggest tax refund. While their tax advance loans have ended for the year, their Tax Pros are still available to assist you in preparing your taxes. You can drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, giving you access to money before your refund arrives from the IRS. Although Refund Advance is no longer available this year, Early Refund Advance and No Fee Refund Advance were available at select locations for a limited time.

Located at 2711 Elm Street in Erie, Pennsylvania, Jackson Hewitt Tax Service is a finance institution offering expert tax preparation services. While their tax advance loans have ended for this year, their team of Tax Pros is still ready to help you maximize your refund. Conveniently located inside Walmart, you can drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and e-signing. Although Refund Advance loans are no longer available this year, Jackson Hewitt offers appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or by calling (814) 855-3020 to reserve time with a Tax Pro who speaks English. Whether you prefer to drop off your documents or sit down for a one-on-one appointment, Jackson Hewitt at Walmart in Erie, Pennsylvania is here to help you get your biggest refund guaranteed. Remember, when every dollar matters, it matters who does your taxes™.

OneMain Financial is a finance institution located at 7200 Peach Street in Erie, Pennsylvania. They offer a variety of financial services, including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions and excellent customer service, OneMain Financial is committed to helping individuals achieve their financial goals. Whether you need to borrow money for a major purchase or are looking to consolidate debt, OneMain Financial is there to help you every step of the way.

Jackson Hewitt Tax Service is a finance institution located at 3858 Peach Street in Erie, Pennsylvania, United States. Although their tax advance loans have ended for this year, their team of Tax Pros are ready to assist you in maximizing your refund. Whether you choose to drop off your tax documents for a Tax Pro to handle, or prefer to schedule an in-person appointment, Jackson Hewitt is dedicated to providing convenient and efficient tax preparation services. While Refund Advance loans are no longer available this year, their team is still available to help with IRS letters and any other tax-related issues. To schedule an appointment with a Tax Pro at the 3858 Peach Street location, you can book online or call (814) 651-9043. Walk-ins are also welcome at their office. Trust Jackson Hewitt Tax Service for all your tax needs, because when every dollar matters, it matters who does your taxes™.

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.

Great Lakes Insurance Services Group LLC is a reputable insurance agency located at 1128 State Street in Erie, Pennsylvania. With a team of experienced professionals, they provide a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, they have you covered. Their dedication to customer service and personalized solutions sets them apart from the competition. Contact Great Lakes Insurance Services Group LLC today for all your insurance needs.

Widget Financial is a leading financial institution located at 4268 Buffalo Road in Erie, Pennsylvania, United States. We provide a range of financial services, including ATM access, to help our customers manage their finances efficiently. Our goal is to provide convenient and reliable financial solutions to meet the needs of individuals and businesses in the local community. Visit us today to experience the difference that Widget Financial can make in your financial life.

Jackson Hewitt Tax Service located at 5741 Buffalo Road in Harborcreek, Pennsylvania, is a finance institution specializing in helping individuals maximize their tax refunds. Although tax advance loans are no longer available this year, their Tax Pros are still ready to assist you in getting the biggest refund possible. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a final review and e-signing. This location is inside Walmart, making it easy to get your taxes done while you shop. Refund Advance loans, which are repaid with your tax refund, were available at select locations during specific dates. Appointments can be made for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or by calling (814) 479-8866 to secure time with a Tax Pro. The Tax Pros at this location speak English and are dedicated to ensuring that every dollar matters when it comes to your taxes.

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.

Pennsylvania Notary & Tax Service is a finance institution located at 1156 West 26th Street in Erie, Pennsylvania, United States. They specialize in providing notary services and tax assistance to individuals and businesses in the area. With their experienced staff and commitment to customer service, Pennsylvania Notary & Tax Service is a trusted resource for all your financial needs.

OneMain Financial is a finance institution located at 2173 West 12th Street in Erie, Pennsylvania, United States. They provide a range of financial services including personal loans, debt consolidation, and credit insurance. With a focus on helping individuals achieve their financial goals, OneMain Financial offers personalized solutions and flexible repayment options. Their team of experienced professionals are dedicated to providing excellent customer service and guiding clients towards financial success. Visit OneMain Financial today to learn more about their services and how they can help you achieve your financial objectives.

Automated Financial Services is a leading institution located at 2308 West 8th Street in Erie, Pennsylvania, United States. Specializing in accounting and finance, we offer a wide range of automated financial services to help individuals and businesses manage their finances effectively. Our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of our clients. Whether you need assistance with tax preparation, investment planning, or budgeting, our experts are here to help you navigate the complexities of the financial world. Visit us today to experience the convenience and efficiency of our automated financial services.

Jackson Hewitt Tax Service is a finance institution located at 1210 West 26th Street in Erie, Pennsylvania, United States. While their tax advance loans have ended for the year, their Tax Pros are still available to help you maximize your refund. You can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with access to money before your refund arrives from the IRS. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2024, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Widget Financial is a trusted financial institution located at 1623 East 38th Street in Erie, Pennsylvania. We provide a range of financial services, including ATM access for your convenience. Our dedicated team is committed to helping you with all your financial needs. Visit us today to experience top-notch customer service and secure banking solutions.

USCRI-Erie, located at 517 E 26th St, Erie, PA 16504, is a local branch of the U.S. Committee for Refugees and Immigrants (USCRI). This dedicated organization offers essential services to refugees and immigrants in the Erie community, focusing on helping individuals and families achieve stability and self-sufficiency. USCRI-Erie provides a range of support services, including resettlement assistance, legal aid, language and cultural orientation, job placement, and educational programs. Their mission is to create a welcoming environment where newcomers can thrive and integrate successfully into American society. With a compassionate and professional staff, USCRI-Erie is committed to empowering refugees and immigrants to build new lives and contribute positively to the community.

Widget Financial is a leading financial institution located at 2154 East Lake Road in Erie, Pennsylvania. As a trusted provider of ATM and finance services, Widget Financial offers convenient and reliable solutions to meet all your banking needs. With a commitment to customer satisfaction and financial security, Widget Financial is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience top-notch service and innovative financial products.

Comprehensive Closing Services, LLC is a reputable insurance agency located at 4021 West 12th Street in Erie, Pennsylvania, United States. We specialize in providing comprehensive closing services for all your insurance needs. Our dedicated team of professionals is committed to ensuring a smooth and efficient closing process, tailored to meet the individual needs of each client. With years of experience in the industry, you can trust us to provide top-notch service and peace of mind for all your insurance requirements. Contact us today to learn more about how we can assist you with your insurance needs.

Tax Services of Edinboro is a reputable accounting and finance institution located at 214 Erie Street in Edinboro, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing high-quality tax services to individuals and businesses in the local community. From tax preparation and planning to IRS representation and financial consulting, we offer a wide range of services to meet our clients' needs. Trust Tax Services of Edinboro to help you navigate the complex world of taxes and finances with ease and confidence.

Sara's Business Solutions & Notary Services Inc. is a professional institution located at 22 South Main Street in Union City, Pennsylvania, United States. Specializing in accounting and finance services, our dedicated team provides expert financial advice and solutions to individuals and businesses alike. With a focus on accuracy and efficiency, we offer a wide range of services including bookkeeping, tax preparation, financial planning, and notary services. Trust Sara's Business Solutions & Notary Services Inc. to help you navigate the complexities of your financial needs with professionalism and expertise.

Joe Vojtas Agency - ERIE Insurance Pittsburgh is a reputable health and insurance agency located at 9800B McKnight Road in Pittsburgh, Pennsylvania. With a focus on providing top-notch insurance services, they offer a wide range of coverage options to meet the needs of individuals and families. Whether you are looking for health insurance, life insurance, or other types of coverage, the experienced team at Joe Vojtas Agency is dedicated to helping you find the perfect policy to protect yourself and your loved ones. Contact them today to learn more about their services and how they can assist you in securing the insurance coverage you need.

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.

Behn Financial Group LLC is a finance institution located at 2005 West 8th Street in Erie, Pennsylvania, United States. With a focus on providing comprehensive financial services, Behn Financial Group LLC offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Behn Financial Group LLC is dedicated to providing personalized and professional service. Trustworthy, reliable, and committed to excellence, Behn Financial Group LLC is your partner in financial success.

Kingdom Tax Services, LLC is a reputable accounting and finance institution located at 652 West 6th Street in Erie, Pennsylvania, United States. With a team of experienced professionals, Kingdom Tax Services, LLC offers a wide range of services including tax preparation, financial planning, bookkeeping, and more. Whether you are an individual or a business owner, you can rely on Kingdom Tax Services, LLC for all your financial needs. Contact them today to schedule a consultation and take control of your finances.

Greenleaf Accounting Services LLC is a trusted accounting and finance institution located at 9300 Falls Road in Girard, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to bookkeeping, we strive to help our clients achieve their financial goals. Let us help you navigate the complexities of accounting and finance with our personalized and reliable services.

Stoner Financial Management is a reputable finance institution located at 410 Cranberry Street in Erie, Pennsylvania, United States. With a team of experienced financial experts, we provide personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, our dedicated team is here to help you every step of the way. Trust Stoner Financial Management to provide you with the guidance and support you need to secure a strong financial future.