TOP 30 Investments and retirement in Erie, Pennsylvania

194 results found

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.

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.

H&R Block is a renowned accounting and finance institution located in Erie, Pennsylvania, United States. With a proven track record of providing top-notch financial services, H&R Block is a trusted partner for individuals and businesses looking for expert tax preparation, accounting, and financial planning assistance. Their team of experienced professionals ensures that clients receive personalized attention and accurate financial advice to help them achieve their financial goals. Whether you need help with tax filing, bookkeeping, or investment planning, H&R Block is dedicated to helping you navigate the complex world of finance with ease and confidence.

Paulding & Associates is a reputable institution located at 1787 West 26th Street in Erie, Pennsylvania. With a commitment to providing top-notch services, they specialize in a wide range of financial and consulting services for individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you need assistance with tax planning, investment strategies, or business consulting, Paulding & Associates is here to help. Visit their office today to learn more about how they can support your financial success.

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.

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.

Justus Vargo, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania. As a trusted Bankers Life Agent, we specialize in providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other financial services, our team of experienced professionals is dedicated to helping you protect what matters most. Contact us today to schedule a consultation and start securing your financial 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.

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.

Kathlene Osten, Bankers Life Agent is a reputable insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. Specializing in a range of insurance products, Kathlene Osten provides personalized service and expert advice to help clients protect their financial future. With a focus on integrity and professionalism, this agency is dedicated to helping individuals and families find the right insurance solutions for their needs. Contact Kathlene Osten, Bankers Life Agent today to learn more about their services and how they can help you secure peace of mind.

At Brandon Etter, Bankers Life Agent, we specialize in providing a comprehensive suite of insurance options tailored to meet your unique needs. Conveniently located in Erie, PA, our agency is dedicated to serving our community with a wide range of insurance products from esteemed providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We also offer additional options from our partner carriers, including Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare.

Business Description for Marcie Knauff, Bankers Life Agent Welcome to Marcie Knauff, Bankers Life Agent, your trusted insurance agency located at 3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States. Specializing in a comprehensive suite of insurance options, we are dedicated to helping you navigate the complexities of insurance and retirement planning.

Welcome to Bailey Williams, your dedicated insurance sales representative located in Erie, PA. At our office on 3939 W Ridge Rd, we specialize in providing an extensive suite of insurance options tailored to meet your needs. Our offerings include core products from reputable insurers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company.

Welcome to Northwest Bank, conveniently located at 3407 Liberty St, Erie, PA 16508, United States. As a trusted financial institution, we offer a comprehensive range of banking services designed to meet all your personal and business needs. Whether you're looking to open a savings account, secure a loan, or simply withdraw cash from our accessible ATM, Northwest Bank is here to serve you with professionalism and a friendly touch. Our dedicated team of financial experts is committed to providing personalized solutions and exceptional customer service. We take pride in helping our community grow and thrive by offering competitive rates, innovative financial products, and expert advice. Visit Northwest Bank today and experience the difference that a community-focused bank can make in your financial journey.

Doctor, Health About Dr. Lisa English:

Welcome to Northwest Bank Drive-Through, conveniently located at 1408 E Grandview Blvd, Erie, PA 16504, United States. As a comprehensive financial institution, we are committed to helping you achieve your financial goals through a variety of services, including ATMs, banking, and finance solutions. At Northwest Bank, we offer competitive Certificates of Deposit (CDs) that can help you earn more interest compared to traditional savings accounts, making it easier for you to reach your financial milestones. Additionally, our Northwest CashBack Visa Signature® credit card provides an attractive 1.5% cash back on all purchases, allowing you to earn rewards on your everyday spending.

Northwest Bank, located at 4525 Buffalo Rd, Erie, PA 16510, is a trusted financial institution dedicated to providing comprehensive banking and financial services to the local community. As a full-service bank, Northwest Bank offers a wide range of financial solutions, including personal and business banking, loans, mortgages, and investment services. Additionally, the branch features an ATM for convenient, around-the-clock access to your accounts. Known for its friendly and knowledgeable staff, Northwest Bank is committed to delivering exceptional customer service and helping clients achieve their financial goals. Whether you're looking to open a new account, secure a loan, or simply manage your finances more effectively, Northwest Bank is here to assist you every step of the way.

Business Description for "Brittany Moll, Bankers Life Agent" Located at 3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States, Brittany Moll is your dedicated insurance sales representative, committed to providing comprehensive insurance solutions tailored to meet your needs. As a professional agent with Bankers Life, Brittany offers a wide range of insurance products from renowned providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company.

Joshua Murray, Bankers Life Agent Located at 3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, Joshua Murray is a dedicated insurance sales representative committed to providing personalized insurance solutions to meet the diverse needs of the Erie community. As an agent for Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, Joshua offers a comprehensive suite of insurance options designed to protect your financial future.

Welcome to Yvette Irwin, your trusted insurance agency located in Erie, PA. As a dedicated Field Manager and Insurance Sales Representative, Yvette Irwin is committed to providing you with a comprehensive range of insurance solutions tailored to meet your unique needs. Our office is conveniently situated at 3939 W Ridge Rd, Ste B8 # B7, making it easy for you to access our services.Our Services:At Yvette Irwin, Bankers Life Agent, we offer an extensive suite of insurance products from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our goal is to ensure you and your loved ones are well-protected and prepared for the future.Medicare Solutions:Navigating the complexities of Medicare can be challenging, but we're here to help. Yvette Irwin specializes in comparing 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 added benefit of prescription drug coverage (Part D). These plans include an annual maximum out-of-pocket limit, and some even offer premiums as low as $0 per month.Long-Term Care Planning:As life expectancy increases and healthcare costs rise, the need for long-term care is becoming more of a certainty than a possibility. At Yvette Irwin, we understand the importance of being prepared. We encourage you to have essential discussions with your loved ones and start planning your next steps today.Why Choose Us:- Expert Guidance: Yvette Irwin brings years of experience and expertise in the insurance industry, ensuring you receive knowledgeable and personalized advice. - Comprehensive Coverage: We offer a wide range of insurance options to meet your diverse needs, from Medicare plans to long-term care solutions. - Customer-Centric Approach: Your satisfaction is our priority. We work closely with you to understand your needs and provide tailored solutions.Ready to secure your future and protect what matters most? Contact Yvette Irwin, Bankers Life Agent, today to schedule a consultation and explore your insurance options. Let us help you make informed decisions for a brighter and more secure tomorrow.

Business Description for Danielle Danowski, Bankers Life Agent Located at 3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, Danielle Danowski is a dedicated insurance sales representative with Bankers Life. Specializing in a broad range of insurance products, Danielle collaborates with top-tier companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company to offer her clients comprehensive coverage options.

Welcome to Liliane Sysko, Bankers Life Agent, your trusted insurance agency located in Erie, PA. At our office, situated conveniently at 3939 W Ridge Rd Ste B8 # B7, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs.