Best Financial Advisors in Erie, PA

We did the hard work of finding trustworthy partners in Erie, PA. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Erie, PA Fiduciary Financial Advisors

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
HBKS Wealth Advisors
SEC File# 801-60424
CRD# 112139

4 out of 5

Location 5121 Zuck Rd Floor 1, Erie, PA 16506, USA
Phone (814) 836-5776
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
HBK Sorce Financial
SEC File# 801-60424
CRD# 112139
Location 235 W 6th St, Erie, PA 16507, USA
Phone (800) 823-0617
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
White Oak Wealth Partners
SEC File# 801-122788
CRD# 317324

5 out of 5

Location 100 State St Suite 503, Erie, PA 16507, USA
Phone (814) 835-4551
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management

5 out of 5

Location 510 Cranberry St, Erie, PA 16507, USA
Phone (814) 453-6811
Edward Jones - Financial Advisor: Charles R Holt

5 out of 5

Location 919 W 38th St, Erie, PA 16508, USA
Phone (814) 864-6563
Jean Craige Pepper - RBC Wealth Management Financial Advisor
Location 300 State St Suite 101, Erie, PA 16507, USA
Phone (814) 836-7840
Merrill Lynch Wealth Management Advisor Gregg A Pfeffer
Location 510 Cranberry St, Erie, PA 16507, USA
Phone (814) 461-6021
Image of Erie, PA

About Erie, PA

Erie, PA is a city in northwestern Pennsylvania. It is the fourth largest city in the state, with a population of 101,786 as of the 2010 census. The city is located on the shores of Lake Erie and is home to Presque Isle State Park, a 3,200-acre park that offers boating, fishing, swimming, and other outdoor activities. Erie's top employers are General Electric, UPMC Hamot, and Erie Insurance Group. The city's major highways and streets include Interstate 90 (the Ohio Turnpike), Interstate 79, and U.S. Route 20. Erie's neighborhoods include Bayfront, Central City, East Side, West Side, and Lawrence Park.

Where Certified Financial Advisors in Erie, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of our society, and Erie, PA residents need to be able to access the services that banks provide. That includes everything from cashing checks to getting loans for new businesses. In addition, banks can also play a role in community development by working with local organizations to promote economic growth.

Insurance Broker

If you're a resident of Erie, PA, and you need insurance, you should contact an insurance broker. An insurance broker can help you find the best policy for your needs and budget. They can also help you with claims and other issues related to your insurance policy. If you're looking for a good insurance broker in Erie, PA, contact the professionals at The Insurance Place. We'll be happy to help you find the right policy for your needs.

Retirement Planning

Financial advisors are a valuable resource for Erie, PA residents when it comes to retirement planning. By sitting down with an advisor and discussing your goals, you can create a plan that will help you achieve the retirement you've always dreamed of. Advisors can help you make smart investment choices and ensure that you have enough saved up to cover your costs throughout retirement. They can also provide guidance on how to reduce your taxes in retirement and how to best use Social Security benefits. If you're ready to start planning for retirement, don't hesitate to reach out to a financial advisor in your area.

Wealth Management

Wealth management is a process that helps individuals and families develop and implement a plan to grow, protect, and distribute their wealth. The goal of wealth management is to help clients reach their financial goals in a tax-efficient and prudent manner. Wealth management services include investment planning, retirement planning, estate planning, risk management, and more. Erie residents can benefit from wealth management services by working with a qualified professional who will help them create a personalized plan that meets their specific needs.

Estate Planning Lawyer

Estate planning lawyers in Erie, PA can help residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, residents can specify who will inherit their property and how it should be distributed. They can also appoint a guardian for their children in the event that both parents die suddenly. And if they own a business, they can create a plan to transfer ownership to their heirs without disrupting operations.

Mortgage Loan Officer

Mortgage loan officers in Erie, PA can help residents find the best mortgage rates and terms for their needs. They can also help residents understand the mortgage process and how to get the best deal on a mortgage. In addition, mortgage loan officers can help residents find programs that offer down payment assistance or other types of financial assistance.

Tax Services

Tax accountants in Erie, PA can help residents with a variety of tax-related issues. They can assist with preparing and filing tax returns, as well as providing consultations for those who are unsure about what deductions they are eligible to claim. Additionally, tax accountants can help business owners understand their tax obligations and file the necessary paperwork.


FAQs About Personal Financial Advisors in Erie, PA