Erie County, PA Financial Advisors and Resources



Financial Advisor Firms in Erie County, PA


PARK SHORE PARTNERS LLC

Website

(814) 836-5776

5121 Zuck Road

Erie, PA 16506

SEC#: 801-68594
Years in Business: 13 years

WEDGEWOOD INVESTORS INC

Website

(814) 456-3651

100 State Street, Suite 506

Erie, PA 16507

SEC#: 801-29144
Years in Business: 34 years

ROBBINS WEALTH MANAGEMENT

Website

(814) 838-4185

3939 West Ridge Road
Suite C2
Erie, PA 16506

SEC#: 801-38204
Years in Business: 30 years

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

Website

(814) 314-0344

1250 Tower Lane
Suite 101
Erie, PA 16505

SEC#: 801-68856
Years in Business: 13 years

HBKS WEALTH ADVISORS

Website

(814) 836-5776

Zuck Road Office Park
5121 Zuck Road
Erie, PA 16506

SEC#: 801-60424
Years in Business: 20 years

HBK SORCE ADVISORY LLC

Website

(814) 459-1116

235 West 6th Street

Erie, PA 16507

SEC#: 801-60424
Years in Business: 20 years

BKD WEALTH ADVISORS, LLC

Website

(814) 456-4150

410 Cranberry Street
Suite 210
Erie, PA 16507

SEC#: 801-56928
Years in Business: 21 years

BKD WEALTH ADVISORS, LLC

Website

(814) 456-4150

410 Cranberry Street
Suite 210
Erie, PA 16507

SEC#: 801-56928
Years in Business: 21 years

BKD WEALTH ADVISORS, LLC

Website

(814) 456-4150

410 Cranberry Street
Suite 210
Erie, PA 16507

SEC#: 801-56928
Years in Business: 21 years


How Retirement-Friendly is Erie County, PA?

  • Population: 273,835
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $144,200
  • Average Monthly Housing Cost: $799
  • Average Household Income: $68,976
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)


Erie County, PA Financial Advisor FAQs

The cost will vary depending on the advisor's qualifications, experience, and geographic area of service. Most advisors charge clients by the hour or for a certain percentage of their assets under management with an annual upfront fee.
Financial advisors play an essential part of the modern society. A good one can help you stay on track with your personal finances and guide you to greater financial success.
Financial advisors recommend investment strategies and long-term investment options to their clients. They conceptualize and put into practice personal financial management such as investments, mortgages, tax, wills, retirement funds and college savings plans.
What are the services you offer? How do you charge for your services? How certain are you I will be satisfied with this arrangement over time?