Best Financial Advisors in Erie County, PA

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List of Firms

Erie County, PA Fiduciary Financial Advisors

Robbins Wealth Management
SEC File# 801-38204
CRD# 106088
Location 3939 W Ridge Rd Suite C-2, Erie, PA 16506, USA
Phone (814) 838-4185
Cornerstone Wealth Advisory & Insurance Services, LLC.
Location 3910 Caughey Rd #220, Erie, PA 16506, USA
Phone (814) 315-2000
John E Baker - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 652 W 6th St, Erie, PA 16507, USA
Phone (814) 836-5234
HBK Sorce Financial
SEC File# 801-60424
CRD# 112139
Location 235 W 6th St, Erie, PA 16507, USA
Phone (800) 823-0617
Edward Jones - Financial Advisor: Craig A Schwegman, AAMS™
Location 3939 W Ridge Rd #1, Erie, PA 16506, USA
Phone (814) 838-0898
Freedom Investment Management Group
SEC File# 801-101532
CRD# 250787
Location 100 State St Suite 420, Erie, PA 16507, USA
Phone (814) 846-4780
Ben Longo - Raymond James
Location 3939 W Ridge Rd, Erie, PA 16506, USA
Phone (814) 835-1150
Scalise Financial Advisors
Location 4021 W 12th St, Erie, PA 16505, USA
Phone (814) 836-1038
Roland Financial Wealth Management

5 out of 5

Location 3910 Caughey Rd Suite #140, Erie, PA 16506, USA
Phone (814) 833-2999
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About Erie County, PA

The county of Erie is located in the state of Pennsylvania. It is situated on the shores of Lake Erie and has a population of over 280,000 people. Some of the major landmarks in Erie County include Presque Isle State Park, Waldameer Park, and the Erie Maritime Museum. The top employers in the county include General Electric, UPMC Hamot, and Mercyhurst University. Major highways and streets in Erie County include Interstate 90 and Route 20. The neighborhoods in Erie County include Millcreek Township, Harborcreek Township, and Lawrence Park Township.

Where Certified Financial Advisors in Erie County, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Erie County, PA offer a wide range of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services, such as online banking, bill pay, and mobile banking. This allows customers to conduct most of their financial transactions from the comfort of their homes or on the go.

Insurance Broker

Residents of Erie County, PA have a number of insurance options available to them, but they may not be aware of all the benefits that come with choosing the right policy. Insurance brokers can help residents compare rates and find the best coverage for their needs, whether they are looking for auto, home, or health insurance. Brokers can also provide advice on how to bundle policies and save money. Residents who are looking for quality insurance coverage should contact an insurance broker today.

Retirement Planning

Financial advisors in Erie County, PA can help residents with retirement planning. This includes helping people save for retirement, choosing the right type of retirement account, and making sure people have enough money to cover their costs during retirement. Financial advisors can also help people plan for unexpected expenses that may come up during retirement.

Wealth Management

Erie County, PA residents have a lot to gain from wealth management. Wealth management can help residents save money, make money, and plan for the future. Here are three ways wealth management can help Erie County, PA residents: 1) Wealth management can help residents save money. 2) Wealth management can help residents make money. 3) Wealth management can help residents plan for the future.

Estate Planning Lawyer

Estate planning lawyers in Erie County, PA can help residents by creating wills and trusts. They can also help with estate tax planning, which is important for residents who have a lot of money or property. Additionally, estate planning lawyers can help with guardianship and conservatorship proceedings.

Mortgage Loan Officer

Mortgage loan officers in Erie County, PA can help residents by providing them with information on the different types of mortgages available. They can also assist residents in filling out the mortgage application and explaining the terms of the mortgage. In addition, mortgage loan officers can help residents find the best interest rates and choose a lender that is right for them.

Tax Services

As tax season begins, many Erie County, PA residents will be looking for assistance in preparing their taxes. Tax accountants are the best resource for this, and they can provide a variety of services that will help taxpayers save money and time. Some of these services include filing taxes electronically, helping to claim deductions and credits, and providing advice on how to manage finances throughout the year. By choosing the right accountant, residents can rest assured that their taxes will be prepared accurately and efficiently.


FAQs About Personal Financial Advisors in Erie County, PA