The 30 Best Retirement and investment advice in Erie, Pennsylvania

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Lincoln Investment Planning, located at 3910 Caughey Road in Erie, Pennsylvania, is a finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. The institution has recently expanded its clearing arrangement with BNY Mellon’s Pershing and selected Pershing X’s Wove wealth management platform to provide technology solutions to financial professionals. With 55 years of experience in 403(b) plans, Lincoln Investment helps educators and non-profit employees add tax-sheltered accounts to their retirement savings strategy. Advisors at Lincoln Investment create tailored strategies based on individual needs, comfort levels, and financial goals. The institution offers flexibility and choice to advisors and has gained the confidence of over 4,000 employers. Advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers, and securities are offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Tax, legal, and Social Security claiming advice is not offered through or supervised by Lincoln Investment or Capital Analysts.

Freedom Investment Management Group is a leading finance institution located at 100 State Street in Erie, Pennsylvania, United States. With a team of experienced professionals, they provide expert financial advice and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Freedom Investment Management Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to excellence for all your financial needs.

RBC 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.

Edward 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.

BNY Mellon Wealth Management Erie, located at 100 State Street in Erie, Pennsylvania, is a premier financial services firm dedicated to helping clients grow and protect their wealth. As part of America's first bank, with a legacy spanning over 240 years, BNY Mellon brings unparalleled expertise and a deep understanding of the financial landscape to its clients. Under the insightful leadership of Sinead Colton Grant, the Chief Investment Officer, BNY Mellon Wealth Management provides a forward-thinking perspective on the market, as evidenced by our comprehensive mid-year 2024 outlook. We believe that in the realm of investing, the focus should not only be on what you earn but also on what you can preserve and grow over time.

Thomas Erie Inc is a reputable finance company located at 163 Noble Rd, Girard, PA 16417, United States. Specializing in a broad range of financial services, Thomas Erie Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you need expert advice on investments, financial planning, or wealth management, their experienced team offers personalized solutions tailored to meet your specific needs. With a commitment to excellence and customer satisfaction, Thomas Erie Inc has established itself as a trusted partner in the community for all financial matters. Visit their office in Girard, PA, to experience professional financial guidance and support.

Full 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.

The Investment Center of Erie, located at 4509 W Ridge Rd, Erie, PA 16506, is a premier financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to personalized service, the center offers a comprehensive range of financial planning and investment management solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, manage your wealth, or navigate the complexities of the financial markets, the experienced professionals at The Investment Center of Erie provide expert guidance and strategic advice. Their client-centric approach ensures that every financial plan is crafted with care, integrity, and a deep understanding of your financial aspirations. Visit The Investment Center of Erie to experience the difference that dedicated, professional financial advice can make in securing your financial future.

Tax Strategies Preparation is a leading accounting and finance institution located at 4420 Peach Street in Erie, Pennsylvania, United States. Our dedicated team of experts specializes in providing comprehensive tax preparation services and strategic financial planning for individuals and businesses. With years of experience and a commitment to excellence, we help our clients navigate the complexities of the tax system and maximize their financial success. Whether you need assistance with tax filing, retirement planning, or investment strategies, Tax Strategies Preparation is here to help you achieve your financial goals. Contact us today to schedule a consultation.

Allstate Personal Financial Representative Jonathan Rees is a trusted finance and insurance agency located at 3309 Liberty Street in Erie, Pennsylvania. With a commitment to providing personalized financial solutions, Jonathan Rees offers a range of services to help clients achieve their financial goals and protect their assets. Whether you're looking for insurance coverage, retirement planning, or investment advice, Jonathan Rees is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact them today to schedule a consultation and start planning for a secure financial future.

Widget Financial is a trusted financial institution located at 1623 East 38th Street in Erie, Pennsylvania. We provide a range of financial services, including ATM access for your convenience. Our dedicated team is committed to helping you with all your financial needs. Visit us today to experience top-notch customer service and secure banking solutions.

Widget 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.

Marquette Savings Bank is a trusted financial institution located at 3404 Liberty Street in Erie, Pennsylvania. As a full-service bank, Marquette offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM locations, online banking, and a team of knowledgeable professionals, Marquette Savings Bank is committed to helping individuals and businesses achieve their financial goals. Whether you're looking to open a checking account, secure a loan, or plan for your future, Marquette Savings Bank is here to provide personalized solutions and exceptional customer service. Visit us today to experience the difference that our community-focused approach can make in your financial journey.

First National Bank is a reputable financial institution located at 6960 Peach Street in Erie, Pennsylvania. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. From checking and savings accounts to loans and investments, our experienced team is dedicated to helping you achieve your financial goals. Visit us today to experience our personalized service and commitment to excellence in banking.

Mosaic Wealth Consulting is a premier financial institution located at 1787 West 26th Street in Erie, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Mosaic Wealth Consulting is here to help. Contact us today to schedule a consultation and start building your financial future with confidence.

Scalise 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.

Roland Financial Wealth Management is a finance institution located at 3910 Caughey Road, Erie, Pennsylvania, United States. We specialize in providing comprehensive financial plans for a secure and rewarding retirement. Our team loves serving the Erie, PA, and surrounding areas, ensuring that our clients have peace of mind when it comes to their financial future. At Roland Financial Wealth Management, we take a personalized approach to financial planning, starting with hearing your story to understand your unique needs and goals. We then examine your current financial situation and develop a comprehensive strategy supported by our dedicated team. We stay with you every step of the way, adjusting your plan as needed to ensure long-term financial security heading into retirement.

Behn Financial Group LLC is a finance institution located at 2005 West 8th Street in Erie, Pennsylvania, United States. With a focus on providing comprehensive financial services, Behn Financial Group LLC offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Behn Financial Group LLC is dedicated to providing personalized and professional service. Trustworthy, reliable, and committed to excellence, Behn Financial Group LLC is your partner in financial success.

Catrabone Catrabone & Associates is a leading law firm located at 1312 Peninsula Drive in Erie, Pennsylvania, United States. With a team of experienced attorneys, they specialize in various areas of law including personal injury, criminal defense, family law, and estate planning. Known for their dedication to providing high-quality legal services and personalized attention to each client, Catrabone Catrabone & Associates is committed to achieving the best possible outcome for their clients. Whether you are facing a legal issue or in need of legal advice, you can trust Catrabone Catrabone & Associates to represent your best interests with professionalism and integrity.

HBKS Wealth Advisors is a leading finance and insurance agency located at 5121 Zuck Road in Erie, Pennsylvania, United States. With a team of experienced professionals, HBKS Wealth Advisors offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, HBKS Wealth Advisors has the expertise to guide you every step of the way. Trust in HBKS Wealth Advisors to provide personalized and comprehensive financial solutions tailored to your individual needs.

Cornerstone Wealth Advisory & Insurance Services, LLC. is a reputable finance and insurance agency located at 3910 Caughey Road in Erie, Pennsylvania, United States. With a team of experienced professionals, they provide personalized financial planning and insurance solutions to help clients secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Cornerstone Wealth Advisory & Insurance Services, LLC. is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards financial security.

LPL Financial Kevin Slocum is a reputable financial institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. Specializing in finance, they offer a wide range of services to help clients with their investment and financial planning needs. With a team of experienced professionals, LPL Financial Kevin Slocum is dedicated to providing personalized solutions and expert advice to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, LPL Financial Kevin Slocum is committed to helping you secure a prosperous financial future.

Merrill Lynch Wealth Management, located at 510 Cranberry Street in Erie, Pennsylvania, United States, is a respected finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at this branch provide personalized financial strategies based on years of combined wealth management knowledge and expertise. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create customized financial strategies designed to meet their long-term objectives.

Waddell & 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.

West Advisory Group, Inc is a leading finance institution located at 1946 West 26th Street in Erie, Pennsylvania, United States. With a team of experienced financial advisors, West Advisory Group, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at West Advisory Group, Inc are dedicated to providing personalized solutions tailored to your specific needs. Trust in West Advisory Group, Inc to guide you towards a secure financial future.

Rich Arlington & Associates is a reputable institution located at 8452 Pagan Road in Erie, Pennsylvania, United States. With a strong focus on providing top-quality financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or wealth management services, Rich Arlington & Associates is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Morgan 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.

One-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.

UBS Financial Services Inc. is a leading finance institution located in Erie, Pennsylvania, United States. With a strong reputation for providing comprehensive financial services, UBS offers a wide range of investment and wealth management solutions for individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets. Whether you are looking for investment advice, retirement planning, or asset management, UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.

Evident Financial is a leading finance institution located at 900 State Street in Erie, Pennsylvania, United States. With a team of experienced professionals, Evident Financial offers a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Our commitment to providing personalized solutions tailored to each client's unique financial goals sets us apart in the industry. Visit us today to see how we can help you secure your financial future.