TOP 10 Independent financial advice in Erie, PA
17 results found
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Scalise Financial Advisors
● OpenScalise 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.
4021 W 12th St, Erie, PA 16505, United States -
One-Up Financial
● OpenOne-Up Financial is an independent financial advisory firm located at 1001 State Street in Erie, Pennsylvania. We specialize in serving high-performing sales executives, small business owners, and retirees who are looking to optimize their financial lives. Our team of professionals, including CPAs and CFPs, are dedicated to always acting in our clients' best interests, unlike non-credentialed brokers who may not prioritize their clients' needs. At One-Up Financial, we offer tailored and comprehensive financial services, including tax preparation and filing, to help our clients achieve their financial goals. We focus on helping sales executives, small business owners, and retirees achieve optimal results in every aspect of their financial lives, rather than working with anyone who has money and a pulse.
1001 State St #907, Erie, PA 16501, United States -
Edward Jones - Financial Advisor: Michael A Jones, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor, Michael A Jones, CFP®|AAMS™ is a finance institution located at 2501 West 12th Street in Erie, Pennsylvania, United States. Michael A Jones is a Certified Financial Planner and an Accredited Asset Management Specialist, providing expert financial advice and services to clients. With a focus on personalized financial planning and investment strategies, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Michael A Jones and the team at Edward Jones are committed to providing exceptional service and guidance to help you secure your financial future.
2501 W 12th St #20, Erie, PA 16505, United States -
HBK Sorce Financial
● OpenHBK Sorce Financial is a leading finance and insurance agency located at 235 West 6th Street in Erie, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Our goal is to help individuals and businesses achieve their financial goals and secure their future. Visit us today to learn more about how HBK Sorce Financial can help you.
235 W 6th St, Erie, PA 16507, United States -
RBC Wealth Management Branch - Erie
● OpenRBC Wealth Management Branch in Erie is a leading financial institution located at 300 State Street in Erie, Pennsylvania. Our branch offers a wide range of wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and investment professionals, we provide personalized solutions tailored to our clients' needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to help you every step of the way. Visit us today to learn more about how RBC Wealth Management can help you secure your financial future.
300 State St Suite 101, Erie, PA 16507, United States -
Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBeth 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.
1704 W 26th St, Erie, PA 16508, United States -
KVIS & Coe Insurance Services
● OpenKVIS & Coe Insurance Services is a health and insurance agency located at 123 East Locust Street in Oxford, Pennsylvania, United States. Our auto insurance coverage follows you wherever the road may take you, and we recently moved to our new location on December 14th. As we celebrate our 50th Anniversary, we are excited to call our new location “Home” #OXFORDSTRONG. We offer comprehensive auto insurance coverage, life insurance options to ensure your loved ones are taken care of, and commercial business insurance solutions tailored to your needs. Our knowledgeable insurance service agents work with top carriers like Erie Insurance, MetLife, and Progressive to find you the best insurance plans at an affordable rate.
123 E Locust St, Oxford, PA 19363, United States -
Quinn Insurance Agency
● OpenQuinn Insurance Agency is your local Springfield independent insurance agency, located at 624 Baltimore Pike in Springfield, Pennsylvania. Established in 2003, we specialize in auto, homeowners, life, and business insurance. As an independent agency, we work for you, not the insurance companies, allowing us to select the best policies to meet your needs. Our insurance partners include industry leaders such as Erie, Travelers, and Safeco. We strive to provide the most comprehensive and affordable insurance options to our clients. Additionally, we offer financial literacy resources for small business owners and tips for navigating insurance coverage during home remodels. Take our quiz to test your knowledge on life insurance and see how we can help you protect your loved ones and assets. Contact us today for personalized insurance solutions tailored to your unique needs.
624 Baltimore Pike, Springfield, PA 19064, United States -
Locastro Bonini Insurance Agency
● OpenLocastro Bonini Insurance Agency is a trusted insurance provider located at 4602 Peach Street in Erie, Pennsylvania. Our agency offers a wide range of insurance products and services to meet the diverse needs of our clients. With a team of experienced and knowledgeable insurance professionals, we are dedicated to providing personalized solutions and excellent customer service. Whether you are looking for auto, home, life, or business insurance, Locastro Bonini Insurance Agency is here to help you protect what matters most. Contact us today for a free quote and let us assist you in finding the right coverage at the right price.
4602 Peach St, Erie, PA 16509, United States -
Northshore Insurance Agency, LLC
● OpenNorthshore Insurance Agency, LLC is a trusted insurance agency located at 2340 West Grandview Boulevard in Erie, Pennsylvania. With a commitment to providing personalized and comprehensive insurance solutions, we strive to protect our clients' assets and peace of mind. Our experienced agents are dedicated to helping individuals and businesses find the best insurance coverage for their specific needs. Whether you are looking for auto, home, business, or life insurance, Northshore Insurance Agency, LLC 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.
2340 W Grandview Blvd #3, Erie, PA 16506, United States -
Bort Insurance Services
● OpenBort 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.
1460 W 38th St, Erie, PA 16508, United States -
Walter Mark Agency
● OpenWalter Mark Agency Inc. is a quality insurance agency located at 239 West Pike Street, Canonsburg, Pennsylvania. Founded in 1973, we have over 51 years of experience in the insurance industry. Our client-focused service is what sets us apart, as we strive to provide personalized care and attention to each individual's insurance needs. Serving families and businesses in Pittsburgh, PA, Southwestern Pennsylvania, and five other states, we offer a range of personal and business insurance solutions to protect what matters most to you. As an independent agency, we have a strong relationship with Erie Insurance, allowing us to provide trusted advice and solutions to our clients. Whether you need coverage for bodily injury, property damage, medical payments, uninsured/underinsured motorists, or physical damage to your vehicle, we have you covered. Our rental coverage option ensures that you can easily get a temporary replacement vehicle if needed. With a commitment to service and a personal touch, Walter Mark Agency Inc. is here to help you navigate your insurance journey for the next 50 years and beyond.
239 W Pike St, Canonsburg, PA 15317, United States -
The Perzel Agency, Inc.
● OpenThe 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.
7338 Frankford Ave, Philadelphia, PA 19136, United States -
Waddell & Reed
● OpenWaddell & Reed is a reputable finance institution located at 3303 West 26th Street in Erie, Pennsylvania, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Waddell & Reed offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Waddell & Reed today to start planning for a brighter tomorrow.
3303 W 26th St, Erie, PA 16506, United States -
White Oak Wealth Partners
● OpenWhite 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.
100 State St Suite 503, Erie, PA 16507, United States -
Heidi Hilton Insurance Agency, Inc.
● OpenHeidi Hilton Insurance Agency, Inc. is a trusted insurance agency located at 4509 West 26th Street in Erie, Pennsylvania, United States. With over 15 years of experience in helping clients with their Medicare needs, Heidi Hilton Insurance Agency is dedicated to finding the right insurance options for you. Medicare helps cover certain healthcare costs for individuals aged 65 years or older, but it doesn't cover everything. With deductibles, co-pays, and coinsurance to consider, navigating the world of Medicare can be overwhelming. That's where Heidi Hilton Insurance Agency comes in - as an independent agent, they work with a variety of companies to find the best choice for you.
4509 W 26th St, Erie, PA 16506, United States -
Chief Counsel Office
● OpenThe Chief Counsel Office is an integral part of the local government infrastructure in Pittsburgh, Pennsylvania. This office provides legal guidance and representation to various governmental departments and agencies within the jurisdiction. The Chief Counsel Office is staffed by highly experienced legal professionals who specialize in different areas of law, ensuring comprehensive legal support for the administration's operations and initiatives. Leadership:
301 Fifth Avenue, Pittsburgh, Pennsylvania 15222, United States
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