Personalized investment portfolios in Erie, Pennsylvania
34 results found
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RBC Wealth Management Branch - Erie
● ClosedRBC 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 -
Edward Jones Investments
● OpenEdward Jones Investments is a renowned finance institution located at 919 West 38th Street in Erie, Pennsylvania, United States. With a commitment to providing personalized financial services and investment solutions, Edward Jones Investments helps individuals and families achieve their financial goals. Their team of experienced financial advisors offers tailored investment strategies and comprehensive financial planning to help clients build and protect their wealth. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Edward Jones Investments is dedicated to helping you make informed decisions and secure your financial future.
919 W 38th St, Erie, PA 16508, United States -
Full Circle Investments
● OpenFull Circle Investments, located at 100 State St Suite 310, Erie, PA 16507, is a premier financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a comprehensive suite of investment management, retirement planning, and wealth advisory services, Full Circle Investments prides itself on providing personalized strategies tailored to each client's unique needs. Our team of experienced financial advisors is committed to delivering expert guidance and exceptional customer service, ensuring that our clients can navigate the complexities of the financial world with confidence. Whether you're planning for retirement, looking to grow your investment portfolio, or seeking advice on financial planning, Full Circle Investments is your trusted partner for achieving financial success.
100 State St Suite 310, Erie, PA 16507, United States -
Widget Financial
● ClosedWidget 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.
4268 Buffalo Rd, Erie, PA 16510, United States -
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 -
Waddell & Reed
● ClosedWaddell & 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 -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 100 State Street in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help clients achieve their financial goals. With a strong reputation for excellence in the industry, Morgan Stanley Financial Advisors is committed to delivering top-tier financial solutions and guidance to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.
100 State St Ste 430, Erie, PA 16507, United States -
One-Up Financial
● ClosedOne-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 -
Magnus Wealth Management
● ClosedMagnus Wealth Management is a leading finance institution located at 717 State Street in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Magnus Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and begin your journey towards financial success.
717 State St # 702, Erie, PA 16501, United States -
Robbins Wealth Management
● OpenRobbins Wealth Management is a leading finance institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Robbins Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to learn how we can help you secure a brighter financial future.
3939 W Ridge Rd Suite C-2, Erie, PA 16506, United States -
Brent Benedict - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrent 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.
652 W 6th St, Erie, PA 16507, United States -
Edward Jones - Financial Advisor: Michael A Jones, CFP®|AAMS™
● ClosedEdward 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 -
Edward Jones - Financial Advisor: Craig A Schwegman, AAMS™
● ClosedEdward 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.
3939 W Ridge Rd #1, Erie, PA 16506, United States -
Benjamin Reiter - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedLocated 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.
652 W 6th St, Erie, PA 16507, United States -
Mark Tetuan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMark 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.
1704 W 26th St, Erie, PA 16508, United States -
Stewart Financial Services, LLC
● ClosedStewart 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.
1946 W 26th St #5, Erie, PA 16508, United States -
Carl J. Rimer - Morgan Stanley
● OpenCarl 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.
100 State St Ste 430, Erie, PA 16507, United States -
Edward Jones - Financial Advisor: Charles R Holt
● OpenEdward Jones - Financial Advisor: Charles R Holt is a reputable financial institution located at 919 West 38th Street in Erie, Pennsylvania, United States. Specializing in personalized financial planning and investment services, Charles R Holt and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they provide expert guidance on retirement planning, wealth management, and more. Whether you are looking to grow your investments or plan for the future, Edward Jones - Financial Advisor: Charles R Holt is committed to helping you secure a stable financial future.
919 W 38th St, Erie, PA 16508, United States -
HBK Sorce Financial
● ClosedHBK 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 -
Alexander Morgan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAlexander Morgan is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, United States. As a part of Voussoir Financial Partners, the institution was the 2023 recipient of the Ameriprise Client Experience Award. Alexander Morgan provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress, adjust strategies as needed, and track financial goals. Clients have secure access to their investments and accounts from any device. To learn more and schedule a complimentary initial consultation, visit the FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC emphasizes the importance of understanding and prioritizing clients' financial goals, whether it be retirement planning, education savings, or major purchases. The institution strives to provide a positive client experience and prides itself on the loyalty and satisfaction of its clients. Please note that Alexander Morgan may only conduct securities business in states where properly registered. Get in touch to start discussing your financial objectives today.
1704 W 26th St, Erie, PA 16508, United States -
New York Life - Stoll & Weller Insurance & Financial Group
● ClosedLocated 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.
4616 Buffalo Rd, Erie, PA 16510, United States -
Thomas Lucas - RBC Wealth Management Financial Advisor
● OpenThomas 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.
300 State St Suite 101, Erie, PA 16507, United States -
Michael Vincent Sergi Jr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael 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.
1704 W 26th St, Erie, PA 16508, United States -
Hoffman United
● ClosedWelcome to Hoffman United, your premier partner in comprehensive property management and real estate services. Conveniently located at 2800 W 21st St in Erie, PA, we specialize in delivering exceptional service and expertise in both general contracting and real estate agency operations.
2800 W 21st St, Erie, PA 16506, United States -
Tanner Development LLC
● ClosedTanner Development LLC is a premier general contracting firm located in Erie, Pennsylvania, specializing in the construction of custom estate homes across Erie County. Founded by Bob Tanner in 2024, after over two decades of experience with renowned Erie homebuilder Renaud-Peck, our company is dedicated to crafting luxurious, high-quality homes tailored to the unique needs and preferences of our clients.
4644 West 12th Street, Erie, Pennsylvania 16505, United States -
Diamond Design Construction
● ClosedWelcome to Diamond Design Construction, where your dream home becomes a reality. Located in the heart of Erie, Pennsylvania, we specialize in new home development, additions, and renovations. Our mission is to transform your aspirations into tangible results, delivering homes that exceed your expectations in both form and function.
2503 Peach Street, Erie, Pennsylvania 16502, United States -
Widget Financial
● ClosedWidget 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.
5553 West Ridge Road, Erie, Pennsylvania 16506, United States -
Widget Financial
● ClosedWidget 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.
1029 Pittsburgh Avenue, Erie, Pennsylvania 16505, United States -
CDReload Instant Bitcoin
● OpenWelcome to CDReload Instant Bitcoin, where we make buying and sending Bitcoin as easy as pie—every time. Conveniently located at 124 Erie Street, Edinboro, Pennsylvania, our mission is to provide quick, direct access to cryptocurrency without the need for banks or ATMs.
124 Erie Street, Edinboro, Pennsylvania 16412, United States -
Nationwide
● OpenNationwide, 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.
4415 Peach Street, Erie, Pennsylvania 16509, United States
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