Erie, PA

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Best Financial Advisors in Erie, PA

The highest-rated Financial Planning & Wealth Management firms out of 306 vetted & reviewed in the Erie area.

Tbaer Wealth Management

Tbaer Wealth Management

Best of 2022
(1)
Wealth Management, Financial Workshops, Financial Planning
“It was enlightening and insightful, and we got the impression that they really look out for their clients.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2010
208 E Bayfront Pkwy Suite #202, Erie, PA
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Roland Financial Wealth Management

Roland Financial Wealth Management

(20)
  • Health Insurance
  • Questions
  • Professional
“Always feel like we're included in the Roland Financial family even though we're just a retired couple.”
In Business Since 2014
3910 Caughey Rd Suite #140, Erie, PA
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Bn B Financials

Bn B Financials

(20)
  • Products
  • Industry
  • Reliable
“You're actually able to talk with a live person and my rep Dave is really good with replying to text whenever I reach out to him sometimes lol it's after hours but “Hey “ I think he understands.”
In Business Since 2015
Serving Erie Area
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Flagship Diversified Investments

Flagship Diversified Investments

(2)
Tell A Friend, Commitment to Clients, Bruce Jakiel
“Bruce began our relationship with a second look on what we were doing already and it didn't take us long to see that perhaps someone invested in our ability to reach our financial goals, rather than just manage our money was important.”
Transparent Fees & Pricing
In Business Since 2019
318 W 29th St, Erie, PA
i
Kress Financial Services

Kress Financial Services

(2)
Financial Planning
“They pay attention to details and establish a personal touch.”
In Business Since 1996
2201-2205 W Grandview Blvd, Erie, PA
i
Stoner Financial Management

Stoner Financial Management

(1)
“They are an extremely professional, family-oriented team who we are proud to have as our financial advisors.”
Family Business
In Business Since 2016
410 Cranberry St # 340, Erie, PA
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Estate Solution Planners

Estate Solution Planners

(2)
Free Consultation, Services Offered, Useful Links
“Great people and they are always available to handle things!”
In Business Since 2014
8331 Edinboro Rd, Erie, PA
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Sesler Investment Services

Sesler Investment Services

(4)
“Sesler Investment helped me with my IRA work rollover.”
4058 W Ridge Rd, Erie, PA
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Retirement Planning and Investment Management Services Estimated Cost in Erie, PA 2022

Minimum cost
$1020
Maximum cost
$8670
National Average
$3060
Avg Per Hour Rates
$306
$2040
$5610
Fair price range based on 180 cost profiles
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Average Cost $3060
Minimum cost $1020
Maximum cost $8670
Avg Per Hour Rates $306

Fair range $2040 to $5610 is based on 180 cost profiles.

Why these companies made our list

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