The 30 Best Investments and retirement in Erie, Pennsylvania

PNC Bank, located at 5001 Peach Street, Erie, Pennsylvania 16509, is a trusted financial institution dedicated to serving the local community with a wide array of banking and financial services. As a full-service bank, PNC Bank offers personal and business banking solutions, including checking and savings accounts, loans, mortgages, and investment services. Additionally, the branch features a convenient ATM for 24/7 access to cash withdrawals, deposits, and other essential banking transactions. Known for its commitment to customer service, PNC Bank provides personalized financial advice and solutions to help individuals and businesses achieve their financial goals. Whether you need everyday banking services or comprehensive financial planning, PNC Bank at Peach Street is here to support your financial journey.

Huntington Mortgage Group is a dedicated financial institution located at 5805 Peach Street, Erie, Pennsylvania. Specializing in a wide range of financial services, including mortgage solutions and ATM services, we are committed to supporting the growth, health, and safety of our communities. Our unique offerings include six key benefits of a checking account designed to help you effectively manage your finances today, tomorrow, and into the future. As the world advances technologically, we also provide comprehensive online banking services to make banking more convenient and secure for you.

Nationwide, situated at 4415 Peach Street, Erie, Pennsylvania 16509, is a reputable bank and financial services provider committed to delivering exceptional customer service and comprehensive financial solutions. Known for its robust portfolio of services, Nationwide offers a wide range of banking products, including personal and business accounts, loans, mortgages, and investment options. With a focus on personalized financial planning and support, Nationwide aims to assist clients in achieving their financial goals through tailored advice and innovative financial products. The friendly and knowledgeable staff at Nationwide is dedicated to ensuring a seamless and rewarding banking experience for all customers.

Smart Money is a premier finance business located in Erie, Pennsylvania, at the address 16504. Dedicated to serving the financial needs of the local community, Smart Money offers a comprehensive range of services designed to help individuals and businesses manage their finances effectively. Whether you need assistance with financial planning, investment strategies, or managing debt, our team of experienced professionals is here to provide expert guidance and personalized solutions. At Smart Money, we understand that every client's financial situation is unique. That's why we take the time to get to know you and your goals, ensuring that we tailor our services to meet your specific needs. Our commitment to excellence and customer satisfaction sets us apart, making us a trusted partner in your financial journey.

PNC Bank, located at 3830 Pine Avenue, Erie, Pennsylvania 16504, is a trusted financial institution offering a wide range of banking and financial services. As a full-service bank, PNC provides comprehensive financial solutions including personal and business banking, loans, mortgages, and investment services. The branch features convenient ATM services for quick and easy access to cash and account management. Known for its commitment to customer service, PNC Bank helps individuals and businesses achieve their financial goals with tailored advice and innovative financial products. Whether you are looking to open a new account, apply for a loan, or seek financial guidance, PNC Bank on Pine Avenue is your reliable partner in finance.

Americo Federal Credit Union is a trusted financial institution located at 4101 Main Street, Erie, Pennsylvania 16511, United States. Dedicated to serving the local community, Americo Federal Credit Union offers a wide range of financial services designed to meet the diverse needs of its members. From personal and business banking solutions to competitive loan and mortgage options, the credit union strives to provide exceptional service and support to help its members achieve their financial goals. As a member-owned cooperative, Americo Federal Credit Union places a strong emphasis on personalized service, ensuring that each member receives the attention and care they deserve. The team of experienced financial professionals is committed to offering tailored advice and innovative solutions to help members manage their finances effectively. With a focus on community involvement and financial education, Americo Federal Credit Union is more than just a place to bank—it's a partner in your financial journey.

PNC Bank, located at 4488 Buffalo Road, Erie, Pennsylvania 16510, is a trusted financial institution providing a comprehensive range of banking and financial services. As a cornerstone of the Erie community, PNC Bank offers convenient ATM services, personal and business banking solutions, and expert financial advice to help you manage and grow your finances. Whether you're looking to open a new account, apply for a loan, or simply need assistance with your financial planning, the dedicated and knowledgeable staff at PNC Bank are committed to delivering exceptional customer service and tailored financial solutions to meet your needs. Visit PNC Bank in Erie for a reliable and customer-focused banking experience.

With over 50 years of combined experience, Lucas Wealth Management Group is dedicated to helping clients achieve their life goals and dreams through smart, disciplined financial and investment strategies. Our approach is highly personalized; we believe that every financial solution should be tailored to the individual client's needs, rather than relying on a one-size-fits-all model.

Generational Wealth Management is a premier financial services firm located at 305 W 6th St, Erie, PA 16507, United States. Specializing in comprehensive wealth management solutions, our mission is to help individuals, families, and businesses achieve their long-term financial goals through personalized strategies and expert guidance. Our team of experienced financial advisors is dedicated to understanding each client’s unique financial situation and aspirations. We offer a wide range of services including investment management, retirement planning, estate planning, tax optimization, and risk management. By leveraging our deep industry knowledge and utilizing cutting-edge financial tools, we aim to create tailored plans that ensure financial security and growth for our clients across generations.

Walmart Money Center, located at 5350 W Ridge Rd, Erie, PA 16506, is a comprehensive financial services hub designed to meet a variety of financial needs under one roof. As a part of the Walmart family, this Money Center combines the convenience and accessibility of Walmart with a broad range of financial services. Whether you're looking to cash a check, pay bills, transfer money domestically or internationally, or purchase money orders, Walmart Money Center has you covered. The friendly and knowledgeable staff are dedicated to providing quick and efficient service, ensuring that your financial transactions are handled smoothly and securely. Open during regular Walmart store hours, this Money Center offers a reliable and convenient solution for managing your finances, all while you shop for your everyday needs.

Huntington Mortgage Group is a dedicated financial institution based in Erie, PA, committed to providing exceptional mortgage and banking services to the community. Located at 2185 W 12th St, we are conveniently positioned to serve the financial needs of our clients with a focus on personal and community growth.

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.

Robbins Wealth Management is a premier financial services firm located at 3939 W Ridge Rd Suite C-2, Erie, PA 16506, United States. Specializing in personalized financial planning and wealth management, Robbins Wealth Management is dedicated to helping individuals, families, and businesses achieve their financial goals. With a team of experienced financial advisors, the firm offers a comprehensive range of services including investment management, retirement planning, estate planning, tax strategies, and risk management. Committed to providing exceptional client service, Robbins Wealth Management takes a holistic approach to financial planning, ensuring that each client's unique needs and objectives are met with tailored solutions. Whether you're looking to grow your investments, plan for retirement, or safeguard your financial future, Robbins Wealth Management is your trusted partner in navigating the complexities of finance. Visit their office in Erie, PA, or contact them to schedule a consultation and take the first step towards a secure financial future.

Waddell & Reed, located at 3303 W 26th St, Erie, PA 16506, is a reputable financial services firm dedicated to helping clients achieve their financial goals. Specializing in comprehensive financial planning and investment management, Waddell & Reed offers personalized strategies tailored to meet the unique needs of individuals, families, and businesses. With a commitment to building long-term relationships, their experienced financial advisors provide expert guidance on retirement planning, wealth management, tax strategies, and insurance solutions. Clients can expect a professional, client-focused approach aimed at securing their financial future and enhancing their overall financial well-being. Whether you're planning for retirement, saving for education, or seeking investment advice, Waddell & Reed is your trusted partner in navigating the complexities of finance.

Palmer Financial Services is a premier financial advisory firm located at 2415 W Grandview Blvd, Erie, PA 16506, United States. Specializing in a broad range of financial solutions, Palmer Financial Services is dedicated to helping clients achieve their financial goals through personalized and professional guidance. Their team of experienced financial advisors offers expertise in retirement planning, investment management, tax strategies, wealth preservation, and estate planning. Committed to delivering exceptional service, Palmer Financial Services takes pride in building long-term relationships with clients, ensuring that each financial plan is tailored to meet individual needs and aspirations. Whether you are planning for retirement, managing investments, or seeking comprehensive financial advice, Palmer Financial Services is your trusted partner in navigating the complexities of finance with confidence and clarity.

Legacy Financial Consulting Services is a premier financial advisory firm located at 127 W 6th St, Erie, PA 16501, United States. Specializing in a wide range of financial services, our dedicated team of experienced professionals is committed to helping individuals and businesses achieve their financial goals. We offer personalized financial planning, investment management, retirement planning, tax strategies, and estate planning. At Legacy Financial Consulting Services, we pride ourselves on building lasting relationships with our clients, providing expert guidance tailored to each unique financial situation. Whether you're planning for the future, managing your wealth, or seeking advice on complex financial matters, we are here to support you every step of the way. Visit us today and let us help you secure a prosperous financial future.

At John Pulice - Associate Financial Advisor, Ameriprise Financial Services, LLC, we prioritize what's most important to you. Whether your goals include retirement planning, funding education, or making a significant purchase like a second home, we’re here to help.

Alexander Morgan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 1704 W 26th St, Erie, PA 16508, Alexander Morgan operates as an Associate Financial Advisor with Ameriprise Financial Services, LLC, specializing in providing personalized financial advice to help clients achieve their financial goals. With a focus on what’s most important to you, Alexander offers tailored investment strategies, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance.

Mark Holcomb - UBS Financial Services Inc. is a premier financial advisory firm located at 100 State St, Fourth Floor, Suite 460, Erie, PA 16507, United States. Specializing in comprehensive financial planning and wealth management, the business is dedicated to helping individuals, families, and businesses achieve their financial goals. With a client-centric approach, Mark Holcomb and his team offer personalized investment strategies, retirement planning, estate planning, and risk management solutions. Backed by the global resources of UBS, one of the world's leading financial institutions, the firm combines local expertise with international reach to deliver exceptional service and tailored financial solutions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mark Holcomb - UBS Financial Services Inc. is committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Jim Lyons, CFP®|AAMS™ is a reputable financial advisory firm located at 1760 W 8th St, Erie, PA 16505, United States. Specializing in personalized financial planning and investment services, Jim Lyons brings a wealth of expertise as a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™). At Edward Jones, we prioritize your financial well-being by offering tailored advice and solutions that align with your unique goals and circumstances. Whether you're planning for retirement, saving for education, or looking to invest wisely, our comprehensive services are designed to help you navigate your financial journey with confidence.

Lincoln Financial Advisors, located at 1787 W 26th St, Erie, PA 16508, is a premier financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals. With a commitment to personalized service and a comprehensive approach to financial planning, Lincoln Financial Advisors offers a wide range of services including investment management, retirement planning, estate planning, and insurance solutions. Our team of experienced financial professionals is dedicated to providing customized strategies tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, our advisors are here to guide you every step of the way.

Stewart Financial Services, LLC is a premier financial advisory firm located at 1946 W 26th St #5, Erie, PA 16508, United States. Specializing in a wide range of financial services, the firm is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you need assistance with retirement planning, investment management, tax planning, or insurance solutions, Stewart Financial Services, LLC offers comprehensive and tailored advice to meet your unique needs. With a commitment to integrity, professionalism, and client satisfaction, Stewart Financial Services, LLC is your trusted partner in navigating the complexities of the financial world.

Welcome to Edward Jones - Financial Advisor: Dan Young, AAMS™, your trusted partner in navigating the complexities of financial planning and investment management. Located conveniently at 3939 W Ridge Rd Suite B-1 in Erie, PA, our office is dedicated to helping you achieve your financial goals through personalized and comprehensive financial strategies. At Edward Jones, we understand that each client is unique, and we take pride in delivering tailored services that align with your specific needs and aspirations. Our approach begins with understanding your financial priorities, and we offer tools such as the "My Priorities" quiz to help identify what matters most to you. Whether you're planning for retirement, education, or other financial milestones, our Starting Point tool can guide you in taking those critical first steps.

Davison Advisory Group, located at 3333 W 39th St, Erie, PA 16506, is a premier financial advisory firm committed to providing comprehensive financial planning and investment management services. With a focus on personalized client relationships, Davison Advisory Group offers expert guidance in areas such as retirement planning, wealth management, tax strategies, and estate planning. Our team of seasoned financial advisors is dedicated to helping individuals, families, and businesses achieve their financial goals through tailored solutions and proactive advice. At Davison Advisory Group, we pride ourselves on our integrity, expertise, and client-centric approach, ensuring that each client receives the highest level of service and support on their financial journey.

At Merrill Lynch Financial Advisor Ryan M Haffey, we provide a comprehensive suite of investment solutions from Merrill and banking products from Bank of America. Our mission is to offer timely insights on market trends and the global economy, helping you stay on track with your financial goals. About Ryan M Haffey:

Edward Jones - Financial Advisor: Cassandra L Whitmer Located conveniently at 2421 Asbury Rd Unit 4, Erie, PA 16506, Edward Jones - Financial Advisor: Cassandra L Whitmer is your trusted local partner in achieving your financial goals. Specializing in personalized financial services, Cassandra L Whitmer provides tailored advice to help you plan for your future, manage your investments, and navigate the complexities of the financial market.

Beth 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.

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.

Edward Jones - Financial Advisor: Chris Bloomquist Located at 4538 Peach St, Erie, PA 16509, United States, Edward Jones - Financial Advisor: Chris Bloomquist is dedicated to helping you achieve your financial goals. As a trusted financial advisor, Chris Bloomquist offers personalized financial services tailored to meet your unique needs. Whether you are planning for retirement, saving for education, or looking to grow your investments, Chris is committed to providing expert guidance and support.

Voussoir Financial Partners, a distinguished branch of Ameriprise Financial Services, LLC, is located at 1704 W 26th St, Erie, PA. As a recipient of the prestigious Ameriprise Client Experience Award in 2023, our firm is recognized for its exceptional client service and dedication to financial excellence.