List of Firms
Erie, PA Fiduciary Financial Advisors
HBK Sorce Financial
John E Baker - Private Wealth Advisor, Ameriprise Financial Services, LLC
White Oak Wealth Partners
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management Advisor Gregg A Pfeffer
Edward Jones - Financial Advisor: Charles R Holt
Jean Craige Pepper - RBC Wealth Management Financial Advisor
Where Certified Financial Advisors in Erie, PA Serve
Erie, PA is a vibrant city located in the northwestern corner of Pennsylvania, boasting a rich history and diverse culture. The city is home to a number of landmarks, including the Erie Maritime Museum, the Erie Art Museum, and Presque Isle State Park, which offers 13 miles of sandy beaches and scenic hiking trails. Top employers in Erie include GE Transportation, Erie Insurance, and UPMC Hamot, providing a diverse range of job opportunities for residents. Major highways such as I-79 and I-90 run through the city, connecting it to neighboring cities and states. Erie is comprised of several distinct neighborhoods, each with its own unique character and charm. The downtown area offers a bustling city center with a variety of shops, restaurants, and entertainment options, while the historic neighborhoods of Little Italy and Frontier Park provide a glimpse into the city's past. Overall, Erie is a dynamic city with something to offer everyone, from its picturesque natural beauty to its thriving business community and diverse neighborhoods.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
Erie, PA Financial Resources
Erie, PA Chamber of Commerce
Erie, PA City Hall
Erie, PA Public Library
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Erie, PA
A financial advisor in Erie, PA can provide a range of financial advising services to help clients achieve their financial goals. They can offer investment advice, retirement planning, tax planning, estate planning, and risk management strategies. In Erie, PA, a financial advisor may also have expertise in the local economy and industries, which can inform their investment recommendations. For example, they may advise clients to invest in emerging industries in the area, such as healthcare or technology, or to diversify their portfolios to protect against the volatility of the local manufacturing sector. Additionally, a financial advisor in Erie, PA may be able to provide guidance on unique financial challenges faced by residents of the area, such as the impact of lake-effect snow on property values or the cost of living in a smaller city. Overall, working with a financial advisor in Erie, PA can help clients navigate the complexities of the financial world and make informed decisions to achieve their financial goals.
Erie, PA is the ideal place to get financial advising because of its diverse and dynamic economy. The city is home to a range of industries, including healthcare, education, manufacturing, and tourism, which means that financial advisors in Erie have expertise in a variety of fields. Moreover, Erie's location on the shores of Lake Erie provides unique opportunities for investment in waterfront properties and tourism-related ventures. This combination of economic diversity and geographic advantage makes Erie an ideal place for financial advising that is tailored to the specific needs of each individual client. With so many options and opportunities to consider, it is essential to work with a financial advisor who understands the intricacies of the local economy and can help you navigate the complexities of investing in Erie.
Financial planners in Erie, PA are professionals who specialize in providing advice and guidance to individuals and businesses on how to manage their finances. They help their clients to create a financial plan that is tailored to their specific needs and goals. This includes analyzing their income, expenses, assets, and liabilities, as well as evaluating their risk tolerance and investment objectives. Erie, PA is a unique location for financial planners as it is home to a diverse range of industries, including manufacturing, healthcare, and education. This means that financial planners in Erie need to have a deep understanding of the local economy and the challenges and opportunities that it presents. They must also be knowledgeable about the various tax laws and regulations that apply to businesses and individuals in the area. With their burstiness and complexity, financial planners in Erie, PA are equipped to help their clients navigate the complex financial landscape and achieve their financial goals.
Erie, PA residents should consider reaching out to a financial advisor if they are experiencing any significant financial changes or challenges. With its diverse economy, including manufacturing, healthcare, and tourism, Erie residents may face unique financial circumstances that require expert guidance. For instance, those working in manufacturing may need advice on navigating the ups and downs of the industry, while healthcare workers may require assistance with managing complex benefit packages. Additionally, Erie's location on the shores of Lake Erie means that residents may need specialized advice on managing waterfront property or navigating the impact of lake-effect weather on their finances. Whatever the circumstance, a financial advisor can provide valuable insight and guidance to help Erie residents achieve their financial goals.
A successful financial advisor in Erie, PA must possess a variety of important qualities to effectively guide their clients towards their financial goals. Firstly, they must have a deep understanding of the local economy, which is heavily influenced by industries such as healthcare, education, and manufacturing. Additionally, a financial advisor in Erie must have excellent communication skills to effectively communicate complex financial concepts to their clients. They must also possess a strong attention to detail to ensure that their clients' financial plans are tailored to their specific needs and goals. Furthermore, a successful financial advisor in Erie must have a strong ethical compass and adhere to a strict code of conduct to maintain the trust of their clients. Finally, they must be adaptable and able to stay up-to-date with the constantly changing financial landscape to ensure that their clients receive the best possible advice and service.
Erie, PA is home to several top financial advising firms that offer exceptional services to individuals and businesses alike. These firms have a deep understanding of the local economy and industry trends, which enables them to provide tailored financial solutions that meet the unique needs of their clients. With their extensive knowledge and experience, these firms are well-equipped to help clients navigate the complexities of financial planning, investment management, and retirement planning. Moreover, the firms in Erie, PA are renowned for their commitment to providing personalized service that is tailored to the specific needs of each client. They take the time to understand their clients' goals, risk tolerance, and financial situation, which allows them to develop a customized financial plan that aligns with their clients' long-term objectives. Overall, the financial advising firms in Erie, PA are known for their burstiness and complexity in delivering top-notch financial advice and services to their clients.
Financial advisors in Erie, PA are typically compensated through a variety of methods. One common method is through commission-based models, where the advisor receives a percentage of the assets they manage or the products they sell. Another method is through fee-based models, where the advisor charges a flat fee for their services regardless of the assets under management. Additionally, some advisors may receive compensation through a combination of both commission and fees. In Erie, PA, there is a unique aspect to financial advisor compensation. Due to the city's proximity to Lake Erie and its significant impact on the local economy, financial advisors in Erie may specialize in advising clients on investments related to the shipping and boating industries. This specialization can lead to higher compensation for advisors who have expertise in these areas.