The 30 Best Retirement and investment advice in Erie, Pennsylvania

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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.

Michael Keim - RBC Wealth Management Financial Advisor is a reputable financial institution located at 300 State Street in Erie, Pennsylvania, United States. With a focus on providing personalized financial advice and guidance, Michael Keim and his team offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Michael Keim - RBC Wealth Management Financial Advisor can provide expert advice and tailored solutions to meet your needs. With a commitment to excellence and a dedication to client satisfaction, this institution is a trusted partner in helping individuals and families secure their financial future.

Edward 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.

Micah Joel Bowers is a Financial Advisor at Ameriprise Financial Services, LLC, located at 652 West 6th Street in Erie, Pennsylvania, United States. Micah 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®. These certifications demonstrate Micah's expertise in asset management, investment strategies, estate planning, retirement planning, and more. Micah is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice, such as military personnel and families with special needs. With a commitment to ethical practices and ongoing education, Micah Joel Bowers is a trusted partner in helping clients achieve their financial goals.

HBK 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.

Merrill Lynch Financial Advisor John P Stockard is a reputable financial institution located at 510 Cranberry Street in Erie, Pennsylvania, United States. Specializing in finance, they offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor John P Stockard is a trusted partner in wealth management.

Edward Jones - Financial Advisor: Adam D Nelson is a reputable finance institution located at 4622 Buffalo Road in Erie, Pennsylvania, United States. Adam D Nelson is a skilled and experienced financial advisor who provides personalized investment advice and financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Adam D Nelson can help create a customized financial strategy tailored to your unique needs and objectives. With a commitment to exceptional service and a focus on long-term relationships, Edward Jones - Financial Advisor: Adam D Nelson is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Joshua Chiesa is a reputable finance institution located at 3835 Peach Street in Erie, Pennsylvania, United States. With a focus on providing expert financial services and advice, Joshua Chiesa is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or assistance with managing your finances, Joshua Chiesa is committed to providing top-notch service and support. Contact them today to learn more about how they can help you secure your financial future.

Tammy Owens - Prudential Financial is a reputable finance and insurance agency located at 9211 Wattsburg Road in Erie, Pennsylvania, United States. With a focus on providing top-notch financial services and insurance solutions, Tammy Owens and her team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Tammy Owens - Prudential Financial to provide personalized and professional service tailored to your individual needs. Visit their office today to start planning for a secure financial future.

Voussoir Financial Partners - Ameriprise Financial Services, LLC, located at 1704 West 26th Street in Erie, Pennsylvania, is a finance institution that has been recognized as the recipient of the Ameriprise Client Experience Award for 2023. The dedicated team at Voussoir Financial Partners works hard every day to provide a great experience for their clients. They offer personalized advice to help individuals reach their financial goals and are committed to delivering top-notch service. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations to ensure the security and privacy of their clients' information. If you are interested in learning more about how Voussoir Financial Partners can help you achieve your financial goals, schedule a complimentary initial consultation today.

Located 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.

Edward Jones - Financial Advisor: Dan Young, AAMS™ is a reputable financial institution located at 3939 West Ridge Road in Erie, Pennsylvania, United States. As a trusted advisor, Dan Young, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Dan Young, AAMS™ is here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Thomas 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.

Michael 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.

Abby Paslowski is a Financial Advisor at Ameriprise Financial Services, LLC located at 652 West 6th Street, Erie, Pennsylvania, United States. Abby holds various certifications such as 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Abby specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, and retirement planning, Abby is dedicated to helping clients achieve their financial goals and secure their financial futures. Contact Abby Paslowski for expert financial advice and personalized wealth management solutions.

Merrill Lynch Financial Advisor Lauren A Bauer is a reputable financial institution located at 510 Cranberry Street in Erie, Pennsylvania, United States. Specializing in providing expert financial advice and services, Lauren A Bauer and her team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and exceptional customer service, Merrill Lynch Financial Advisor Lauren A Bauer is a trusted partner for individuals and businesses looking to navigate the complexities of the financial world.

H&R Block is a renowned accounting and finance institution located in Erie, Pennsylvania, United States. With a proven track record of providing top-notch financial services, H&R Block is a trusted partner for individuals and businesses looking for expert tax preparation, accounting, and financial planning assistance. Their team of experienced professionals ensures that clients receive personalized attention and accurate financial advice to help them achieve their financial goals. Whether you need help with tax filing, bookkeeping, or investment planning, H&R Block is dedicated to helping you navigate the complex world of finance with ease and confidence.

Lewis Sanfelice, Bankers Life Agent is an insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. As a representative of Bankers Life, they offer a range of insurance products and services to help individuals and families plan for their financial future. With a commitment to providing personalized and comprehensive insurance solutions, Lewis Sanfelice is dedicated to helping clients protect their assets and achieve their financial goals. Contact them today to learn more about their insurance offerings and how they can help you secure your financial future.

David 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.

Kathlene Osten, Bankers Life Agent is a reputable insurance agency located at 3939 West Ridge Road in Erie, Pennsylvania, United States. Specializing in a range of insurance products, Kathlene Osten provides personalized service and expert advice to help clients protect their financial future. With a focus on integrity and professionalism, this agency is dedicated to helping individuals and families find the right insurance solutions for their needs. Contact Kathlene Osten, Bankers Life Agent today to learn more about their services and how they can help you secure peace of mind.

Welcome 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.

Northwest Bank, located at 2863 W 26th St, Erie, PA 16506, is a trusted financial institution committed to serving the community's banking and financial needs. As a full-service bank, Northwest Bank offers a comprehensive range of services including personal and business banking, loans, mortgages, and investment opportunities. Additionally, the branch is equipped with a convenient ATM to provide easy access to cash and account management services around the clock. Known for its friendly and knowledgeable staff, Northwest Bank prioritizes customer satisfaction and financial well-being, making it a reliable partner for all your financial endeavors in Erie, PA.

Welcome to Northwest Bank, conveniently located at 3407 Liberty St, Erie, PA 16508, United States. As a trusted financial institution, we offer a comprehensive range of banking services designed to meet all your personal and business needs. Whether you're looking to open a savings account, secure a loan, or simply withdraw cash from our accessible ATM, Northwest Bank is here to serve you with professionalism and a friendly touch. Our dedicated team of financial experts is committed to providing personalized solutions and exceptional customer service. We take pride in helping our community grow and thrive by offering competitive rates, innovative financial products, and expert advice. Visit Northwest Bank today and experience the difference that a community-focused bank can make in your financial journey.

Northwest Bank, located at 1945 Douglas Parkway, Erie, PA 16509, is your comprehensive financial services provider. Specializing in a wide range of banking and financial solutions, Northwest Bank offers convenient ATM services, personal and business banking, and expert financial advice. Our dedicated team is committed to helping you achieve your financial goals with personalized service and a deep understanding of the local community. Whether you need to manage daily transactions, secure a loan, or plan for the future, Northwest Bank is here to support you every step of the way. Visit us today and experience the exceptional service that sets us apart.

Northwest Bank, located at 800 State St #100, Erie, PA 16501, is a trusted financial institution dedicated to serving the community with a comprehensive range of banking and financial services. As a full-service bank, Northwest Bank offers a variety of personal and business banking solutions, including checking and savings accounts, loans, mortgages, and investment services. Additionally, the branch is equipped with an ATM for convenient, 24/7 access to cash withdrawals, deposits, and account management. The friendly and professional staff at Northwest Bank are committed to providing exceptional customer service and personalized financial guidance to help clients achieve their financial goals. Whether you're looking to open a new account, apply for a loan, or seek financial advice, Northwest Bank is here to support you every step of the way.

Joshua 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.

Welcome 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.

Welcome to the Citizens Bank ATM located at 3835 Peach St, Erie, PA 16509. At Citizens Bank, we understand that managing your finances efficiently is crucial, and we are here to support you every step of the way. Our ATM services are designed to provide you with convenient and secure access to your funds, whether you're depositing a check, withdrawing cash, or checking your account balance.

Patrick Henry Square is a vibrant shopping mall located at 4801 Peach Street in Erie, Pennsylvania. Nestled in the heart of the city, this bustling retail hub offers a diverse array of stores and services designed to cater to the needs of both locals and visitors alike. Whether you're on the hunt for the latest fashion trends, looking to indulge in some delicious dining options, or seeking out specialty shops and unique boutiques, Patrick Henry Square has something for everyone. The mall boasts a welcoming atmosphere with well-maintained facilities and ample parking, making it a convenient and enjoyable destination for a day of shopping or a quick visit. From popular national retailers to charming local businesses, Patrick Henry Square provides a well-rounded shopping experience that reflects the community spirit of Erie. With its prime location on Peach Street, it's easily accessible and serves as a central gathering spot for friends and family to shop, dine, and unwind.

Citizens, located at 25 W 12th St, Erie, PA 16501, is a well-established financial institution dedicated to providing top-notch banking and financial services to the community. As a trusted name in finance, Citizens offers a comprehensive range of services including ATM access, personal and business banking, loans, mortgages, and investment advice. With a commitment to customer satisfaction and financial well-being, Citizens ensures that every client receives personalized attention and expert guidance. Whether you're looking to manage your daily finances, plan for the future, or seek financial advice, Citizens is your reliable partner in achieving your financial goals. Visit Citizens today and experience the exceptional service that has made it a cornerstone of the Erie community.