Retirement and insurance expert in Erie, PA
26 results found
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Troast-Singley & Miller Insurance Agency
● ClosedTroast-Singley & Miller Insurance Agency, located at 2700 South 18th Street in Philadelphia, Pennsylvania, offers a wide range of personal and business insurance options to meet your needs. With over 26 years of experience serving the metro area, our friendly team is dedicated to providing you with the best coverage tailored to your specific requirements. We take pride in our customer service and strive to build lasting relationships with our clients. From home and auto insurance to life and business coverage, we have you covered. Our partnership with Erie Insurance allows us to offer competitive rates and comprehensive protection. We understand the importance of planning for the future and offer interactive tools to help you assess your unique risks and insurance needs. Whether you are raising a family, planning for retirement, or running a business, we are here to help you protect what matters most. Contact us today to learn more about our insurance solutions and how we can help safeguard your financial future.
2700 S 18th St, Philadelphia, PA 19145, United States -
TBaer Wealth Management - Financial Advisor | Retirement Plans
● ClosedTBaer Wealth Management is a leading financial advisory firm located in Erie, Pennsylvania. Specializing in retirement planning, our team of expert financial advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to plan for retirement, invest wisely, or protect your assets, TBaer Wealth Management is here to provide personalized solutions tailored to your unique needs. Visit us at 208 East Bayfront Parkway to start planning for a secure financial future today.
208 E Bayfront Pkwy Suite #202, Erie, PA 16507, 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 -
Corey Russell, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedCorey Russell, Bankers Life Agent and Bankers Life Securities Financial Representative in Erie, Pennsylvania, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Corey can help you find the right coverage to meet your needs. With the rising costs of healthcare and the increasing need for long-term care, planning for the future is essential. Contact Corey Russell today to start planning for your financial security and peace of mind. Visit us at 3939 West Ridge Road, Erie, Pennsylvania.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Adagio Health Erie - Medical Office
● ClosedAdagio Health Erie - Medical Office Located at 3530 Peach St Suite 120, Erie, PA 16508, Adagio Health Erie is a premier health facility dedicated to providing exceptional medical care to the community. Renowned for its exceptional service, the office has been honored with the High Performer designation from the Human Rights Campaign Foundation.
3530 Peach St Suite 120, Erie, PA 16508, 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 -
Prudential Financial
● OpenPrudential Financial is a reputable finance institution located at 9333 Tate Road in Erie, Pennsylvania, United States. With a strong commitment to providing financial services and solutions to individuals, families, and businesses, Prudential Financial is dedicated to helping clients achieve their financial goals and secure their future. Whether it's retirement planning, investment management, insurance, or wealth management, Prudential Financial offers a wide range of services tailored to meet the unique needs of each client. Trust in Prudential Financial to provide expert guidance and support in navigating the complexities of the financial world.
9333 Tate Rd, Erie, PA 16509, United States -
Lincoln Financial Advisors
● OpenLincoln Financial Advisors is a reputable finance and insurance agency located at 1787 West 26th Street in Erie, Pennsylvania, United States. With a dedication to providing top-notch financial and insurance services, our team of experienced advisors is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Lincoln Financial Advisors is here to provide expert guidance and personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run. Visit us today and let us assist you in building a secure financial foundation for tomorrow.
1787 W 26th St, Erie, PA 16508, United States -
Terry Hokaj - Thrivent
● ClosedTerry 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.
3800 W 12th St Ste 105, Erie, PA 16505, United States -
William Schohn, Bankers Life Agent
● ClosedWilliam Schohn, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road, Erie, Pennsylvania, United States. Our experienced agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate the complex world of Medicare Advantage plans, offering personalized assistance to find the right coverage for each individual. Medicare Advantage Plans provide all-in-one alternatives to Original Medicare Parts A and B, with the option for prescription drug coverage and low monthly premiums.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Justus Vargo, Bankers Life Agent
● OpenJustus 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.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Kimberly Pavlek, Bankers Life Agent
● ClosedKimberly Pavlek, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. As a Bankers Life Agent, Kimberly Pavlek offers a range of insurance products and services to help individuals and families protect their financial futures. With a focus on personalized service and tailored solutions, Kimberly Pavlek is dedicated to helping clients find the right insurance coverage to meet their needs. Whether it's life insurance, long-term care insurance, or retirement planning, Kimberly Pavlek is committed to providing expert guidance and support every step of the way.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Joshua Pettis, Bankers Life Agent
● ClosedJoshua 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.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
David Curtis, Bankers Life Agent
● ClosedDavid Curtis, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. As a trusted Bankers Life agent, David Curtis provides expert advice and personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and professionalism, David Curtis is dedicated to helping clients find the right insurance coverage for their needs. Whether you're looking for life insurance, health insurance, or retirement planning services, David Curtis, Bankers Life Agent is here to assist you every step of the way.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Brandon Etter, Bankers Life Agent
● ClosedAt 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.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Business Benefits Inc.
● OpenBusiness Benefits Inc. Located at 2411 W 26th St, Erie, PA 16506, Business Benefits Inc. is a trusted insurance agency dedicated to providing comprehensive insurance solutions tailored to meet the diverse needs of individuals, families, and businesses in the Erie community and surrounding areas. With a commitment to exceptional customer service and a deep understanding of the complexities of the insurance industry, our experienced team works diligently to offer personalized plans that ensure financial security and peace of mind.
2411 W 26th St, Erie, PA 16506, United States -
Bailey Williams, Bankers Life Agent
● ClosedWelcome 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.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Joshua Murray, Bankers Life Agent
● ClosedJoshua 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.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Yvette Irwin, Bankers Life Agent
● ClosedWelcome 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.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Danielle Danowski, Bankers Life Agent
● ClosedBusiness 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.
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506, United States -
Tri State Moving Service
● OpenWelcome to Tri-State Moving Service, your trusted partner for residential, commercial, and storage moving needs in Erie, PA. Conveniently located at 522 E 10th St, we specialize in a wide array of moving solutions tailored to meet your unique requirements. Whether you're relocating to a new apartment, a single-family home, a retirement community, a dorm, or a condo, our trained movers are here to ensure a smooth and stress-free moving experience.
522 E 10th St, Erie, PA 16503, United States -
Sarah Henry-Walker, CRNP: Adagio Health
● OpenAt Sarah Henry-Walker, CRNP: Adagio Health, we are committed to providing comprehensive and compassionate healthcare services to the Erie community. Located conveniently at 240 W 11th St, Erie, PA, our clinic specializes in women's health, offering a wide range of services to meet the unique needs of our patients.
240 W 11th St, Erie, PA 16501, United States -
Waddell & Reed
● ClosedWaddell & 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.
3303 W 26th St, Erie, PA 16506, United States -
Stewart Financial Services, LLC
● ClosedStewart 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.
1946 W 26th St #5, Erie, PA 16508, United States -
Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBeth 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 -
Edward Jones - Financial Advisor: Chris Bloomquist
● OpenEdward 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.
4538 Peach St, Erie, PA 16509, United States
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