The 30 Best Investments in Erie, Pennsylvania
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Ben Longo - Raymond James
Ben Longo - Raymond James is a finance institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Ben Longo - Raymond James is dedicated to providing personalized and professional financial advice to meet your needs. Visit their office today to start planning for a secure financial future.
Stoner Financial Management
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.
Petruso Financial Services
Petruso Financial Services is a reputable finance and insurance agency located at 2950 West 12th Street in Erie, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or estate planning, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Petruso Financial Services to help secure your financial future.
Brent Benedict - Associate Financial Advisor, Ameriprise Financial Services, LLC
Brent Benedict is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 652 West 6th Street, Erie, Pennsylvania, United States. He offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews and updates are provided to help clients track their financial goals. The institution emphasizes personalized financial planning to address concerns such as retirement income, market volatility, and inflation impact. Clients can access their investments and accounts securely from any device. A complimentary initial consultation is available for those interested in financial planning services. Ameriprise Financial Services, LLC is a registered investment adviser and offers investment products through FINRA and SIPC. Brent Benedict is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Clients can refer friends and family members for financial goal achievement assistance. Privacy and security measures are in place to protect client information.
Provident Wealth Management
Provident Wealth Management is a leading finance institution located at 3527 West 26th Street in Erie, Pennsylvania, United States. With a team of experienced financial advisors, Provident Wealth Management offers personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Provident Wealth Management is dedicated to providing expert financial guidance and support. Visit us today to learn more about how we can help you secure a prosperous financial future.
Edward Jones - Financial Advisor: Cassandra L Whitmer
Edward Jones - Financial Advisor: Cassandra L Whitmer is a reputable financial institution located at 2421 Asbury Road in Erie, Pennsylvania, United States. As a dedicated financial advisor, Cassandra L Whitmer provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Cassandra L Whitmer for expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Cassandra L Whitmer is committed to helping you make informed decisions and secure your financial future.
Edward Jones - Financial Advisor: Michael A Jones, CFP®|AAMS™
Edward 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.
Edward Jones - Financial Advisor: Craig A Schwegman, AAMS™
Edward Jones - Financial Advisor: Craig A Schwegman, AAMS™ is a financial institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. As a trusted financial advisor, Craig A Schwegman, AAMS™ helps clients navigate the complexities of personal finance and investment strategies. With a focus on personalized service and tailored financial solutions, Edward Jones provides expert guidance to help individuals achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Craig A Schwegman, AAMS™ is dedicated to helping you build a secure financial future.
Legend Group Inc
Legend Group Inc is a renowned finance institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. With a reputation for providing top-notch financial services, Legend Group Inc offers a wide range of investment options and financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or retirement planning, the experienced professionals at Legend Group Inc are dedicated to helping you make informed decisions to secure your financial future.
John E Baker - Private Wealth Advisor, Ameriprise Financial Services, LLC
John E Baker is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 652 West 6th Street in Erie, Pennsylvania, United States. John E Baker has a range of 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, investment strategies, retirement planning, estate planning, and more, John E Baker is dedicated to providing comprehensive financial services to individuals and businesses. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, John E Baker has the knowledge and experience to help you achieve your financial goals.
Edward Jones - Financial Advisor: Jim Lyons, CFP®|AAMS™
Edward Jones - Financial Advisor, Jim Lyons, CFP®|AAMS™, is a renowned financial institution located at 1760 West 8th Street in Erie, Pennsylvania. Specializing in providing personalized financial planning services, Jim Lyons and his team are dedicated to helping clients achieve their financial goals and secure their future. With a focus on comprehensive financial planning, investment strategies, and retirement planning, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Erie area. Whether you are looking to build wealth, plan for retirement, or navigate complex financial decisions, Jim Lyons and his team at Edward Jones are here to help you every step of the way.
Terry Hokaj - Thrivent
Terry Hokaj - Thrivent is a finance institution located at 3800 West 12th Street in Erie, Pennsylvania, United States. As a licensed financial professional in multiple states, including AZ, CA, CO, MD, NY, OH, PA, SC, TN, and VA, Terry Hokaj provides personalized financial guidance to help clients reach their goals. By understanding each client's unique financial situation and needs, Terry Hokaj develops tailored financial strategies to help them make informed decisions and move forward towards their objectives. Services may include cash flow allocation, investment diversification, and risk reduction through life insurance. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products, securities, and investment advisory services through its subsidiary Thrivent Investment Management Inc. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services for a fee. It's important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. For more information about Thrivent's services and financial advisors, visit thrivent.com.
Kingdom Financial Group - Ameriprise Financial Services, LLC
Kingdom Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 652 West 6th Street in Erie, Pennsylvania, United States. With background and qualification information available on FINRA's BrokerCheck website, they offer a Client Relationship Summary Disclosure for transparency. The institution is hosting an event to discuss the positive backdrop for stock prices and the potential extension of the current bull market rally into 2024. Attendees can enjoy refreshments, music, and games while waiting for a solar eclipse viewing, with glasses provided for all. Retirement planning is a key focus, with tools like the Retirement InteractiveSM tool available to explore potential challenges. Ameriprise financial advisors are registered in certain U.S. states, with additional details on personal websites or FINRA’s BrokerCheck. The initial consultation offers an overview of financial planning concepts, with no written analysis or recommendations provided. While future financial results cannot be guaranteed, Ameriprise Financial is dedicated to helping individuals achieve their financial goals. Users of the website agree to abide by the rules and regulations set forth by Ameriprise Financial. Member FINRA and SIPC, the institution prioritizes privacy and security for all clients.
John Pulice - Associate Financial Advisor, Ameriprise Financial Services, LLC
John Pulice - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, offers personalized financial planning services tailored to individual goals and risk tolerance. As a recipient of the Ameriprise Client Experience Award, John and his team at Voussoir Financial Partners are dedicated to providing a positive and secure experience for clients. From retirement planning to investment recommendations, clients can track their progress and make informed decisions with the help of John Pulice. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Schedule a complimentary initial consultation to start planning for a more confident financial future. Please refer to FINRA's BrokerCheck website for information on John Pulice's registration in your state. Invest in your future with Ameriprise Financial Services, LLC.
David D Tofel - Financial Advisor, Ameriprise Financial Services, LLC
David D Tofel - Financial Advisor, Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, offers a wide range of financial services to individuals and small business owners. David D Tofel holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment planning, retirement planning, estate planning, and insurance products. With a focus on ethical practices and continuing education, David D Tofel is dedicated to providing personalized financial advice tailored to each client's unique needs and goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, David D Tofel can help you make informed decisions and achieve financial success.
Piotrowicz Financial Services
Piotrowicz Financial Services is a reputable finance institution located at 2005 West 8th Street in Erie, Pennsylvania, United States. With a strong commitment to providing high-quality financial services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Piotrowicz Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Edward Jones - Financial Advisor: Zac Wild, CFP®|CEPA®
Edward Jones - Financial Advisor: Zac Wild, CFP®|CEPA® is a reputable financial institution located at 2701 Evanston Avenue in Erie, Pennsylvania, United States. Specializing in providing comprehensive financial planning services, Zac Wild, a Certified Financial Planner and Certified Exit Planning Advisor, offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to sell your business, Zac Wild and his team at Edward Jones are dedicated to providing personalized solutions tailored to your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Zac Wild, CFP®|CEPA® is committed to helping clients secure their financial future.
Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC
Beth Foyle is a Financial Advisor at Ameriprise Financial Services, LLC located at 1704 West 26th Street, Erie, Pennsylvania, United States. Beth holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, retirement planning, estate planning, and more, Beth is dedicated to providing comprehensive financial services to individuals and small business owners.
Tina Piotrowicz
Tina Piotrowicz is a reputable financial institution located at 2005 West 8th Street in Erie, Pennsylvania. Specializing in a wide range of financial services, Tina Piotrowicz is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized advice and solutions tailored to each client's specific needs. Whether you are looking to invest, save for the future, or plan for retirement, Tina Piotrowicz is committed to providing top-notch financial guidance and support. Visit them today to see how they can help you secure your financial future.
Benjamin Reiter - Private Wealth Advisor, Ameriprise Financial Services, LLC
Located at 652 West 6th Street in Erie, Pennsylvania, Benjamin Reiter is a Private Wealth Advisor at Ameriprise Financial Services, LLC. Specializing in finance, Benjamin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Benjamin provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or tax planning, Benjamin Reiter is committed to helping clients achieve their financial goals.
Mark Tetuan - Financial Advisor, Ameriprise Financial Services, LLC
Mark Tetuan - Financial Advisor at Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, is a trusted finance institution that has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. Mark Tetuan offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies as life changes, and track progress towards financial goals.
Mach Wealth Management
Mach Wealth Management is a reputable finance and insurance agency located at 3205 West 26th Street in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, risk management, and estate planning. With a focus on personalized service and customized solutions, Mach Wealth Management is committed to providing our clients with the highest level of financial expertise and support. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Gregg A Pfeffer
Merrill Lynch Financial Advisor Gregg A Pfeffer is a reputable finance institution located at 510 Cranberry Street in Erie, Pennsylvania, United States. With a focus on providing expert financial advice and guidance, this 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, Merrill Lynch Financial Advisor Gregg A Pfeffer is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy and experienced, this institution is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Stewart Financial Services, LLC
Stewart Financial Services, LLC is a reputable finance institution located at 1946 West 26th Street in Erie, Pennsylvania, United States. Our dedicated team of financial professionals offers a wide range of services including investment planning, retirement planning, wealth management, and more. With a focus on personalized service and tailored financial solutions, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn more about how we can help you navigate the complexities of the financial world.
John Bamberger, Bankers Life Agent and Bankers Life Securities Financial Representative
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.
James Pulling - Prudential Financial
James Pulling - Prudential Financial is a renowned finance and insurance agency located at 2950 West 12th Street in Erie, Pennsylvania, United States. With a strong reputation for providing top-notch financial services and insurance products, James Pulling - Prudential Financial is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced team at James Pulling - Prudential Financial is dedicated to providing personalized solutions tailored to your unique needs. Visit us today and let us help you build a secure financial future.
Mark Lucas - RBC Wealth Management Financial Advisor
Mark Lucas - RBC Wealth Management Financial Advisor is a reputable financial institution located at 300 State Street in Erie, Pennsylvania. As a trusted advisor, Mark Lucas provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and risk management, Mark Lucas offers expert guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Mark Lucas - RBC Wealth Management Financial Advisor is committed to helping you secure a prosperous financial future.
The Murphy Advisory Group - UBS Financial Services Inc.
The Murphy Advisory Group - UBS Financial Services Inc. is a leading financial institution located in Erie, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services and expertise to help clients achieve their financial goals. From investment management to retirement planning, the institution is dedicated to providing personalized solutions tailored to each client's unique needs. With a commitment to integrity and excellence, The Murphy Advisory Group - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking sound financial advice and guidance.
Carl J. Rimer - Morgan Stanley
Carl J. Rimer - Morgan Stanley is a finance institution located at 100 State Street in Erie, Pennsylvania, United States. As a branch of Morgan Stanley, the institution offers a range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Carl J. Rimer - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. The institution prides itself on providing personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Carl J. Rimer - Morgan Stanley is here to help you every step of the way.
Wells Fargo Advisors
Wells Fargo Advisors is a financial institution located at 100 State Street in Erie, Pennsylvania, United States. As a reputable finance firm, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they provide personalized advice and guidance to help clients make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wells Fargo Advisors can help you navigate the complexities of the financial world.
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