Erie, PA

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Erie, PA
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Best Financial Advisors in Erie, PA

The highest-rated Financial Planning & Wealth Management companies out of 124 vetted & reviewed in the Erie area.

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Roland Financial Wealth Management

Roland Financial Wealth Management

(48)
  • Questions
  • Understand
  • Retirement
“Roland spent a lot of time with us talking about our retirement plans and working with us to develop an investment strategy that was best for us.”
In Business Since 2014
3910 Caughey Rd #140, Erie, PA
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Kingdom Tax Services

Kingdom Tax Services

(1)
Business Services, Services For Individuals, Services For Quickbooks
“Excellent service!”
Transparent Fees & Pricing
In Business Since 2004
Free Initial Consultation
652 W 6th St, Erie, PA
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Schaffner Knight Minnaugh Co

Schaffner Knight Minnaugh Co

(1)
“Savannah is AMAZING and was able to coordinate our request with a SMILE on her face!”
Transparent Fees & Pricing
In Business Since 1996
Offers Financing Options
1545 W 38th St, Erie, PA
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Widget Financial Investment Center

Widget Financial Investment Center

“Traveling offers us all the opportunity to unplug from daily routines, and according to an annual summer travel survey, roughly half the country intends to shell out on airfare and hotel accommodations this season. If you're making plans, it's import...”
Transparent Fees & Pricing
In Business Since 2012
5553 W Ridge Rd, Erie, PA
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Estate Solution Planners

Estate Solution Planners

(2)
Services Offered, Team, 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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Small Business Alternatives

Small Business Alternatives

(6)
“Not overpriced they did an outstanding and fast job on my taxes I'll be back next year.”
In Business Since 1992
2141 W 8th St, Erie, PA
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Stoner Financial Management

Stoner Financial Management

(2)
“I was able to set up access to my account.”
Family Business
In Business Since 2016
410 Cranberry St # 340, Erie, PA
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Behn Financial Group

Behn Financial Group

(1)
“I had to cancel my appointment because I injured my back.”
Transparent Fees & Pricing
In Business Since 2020
2005 W 8th St #206, Erie, PA
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Evident Financial

Evident Financial

Personal Wealth
“Set the plan in motion, monitor results, and adjust to any changing life events.”
In Business Since 2012
900 State St #103, Erie, PA
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Scalise Financial Advisors

Scalise Financial Advisors

Resources, Home
“Dean Scalise is also separately registered as investment advisor representatives under Scalise Financial Advisors, Inc., a registered investment advisor, offering advisory services in the state of Pennsylvania. As such, these services are strictly in...”
In Business Since 2005
4021 W 12th St, Erie, PA
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Kress Financial Services

Kress Financial Services

(3)
“I feel very confident that my financial future wellbeing is in good hands.”
In Business Since 2010
2201-2205 W Grandview Blvd, Erie, PA
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Waddell & Reed

Waddell & Reed

(1)
“Robert is extremely knowledgeable and very helpful.”
In Business Since 2022
3303 W 26th St, Erie, PA
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White Oak Wealth Partners

White Oak Wealth Partners

“Each team member at White Oak Wealth Partners is professional, competent, and friendly. They take time to understand our lifestyle, financial needs, and investment objectives. For our situation, they suggested offerings for loans, investments, life i...”
Offers Financing Options
In Business Since 2017
100 State St Suite 503, Erie, PA
Featured

Is a Cash Balance Plan or Defined Benefit Plan Right for Your Company? Navigating the array of retirement plans as a business owner requires informed decision-making. The tug-of-war between a cash balance plan and a defined benefit plan is a crucial choice that holds lasting implications. In this guide, we shed light on this dilemma, presenting the critical insights you need to steer your company toward a strategy that aligns with your goals.

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Definiti

Definiti

(1)
“Wonderful place to work, great benefits, outstanding culture!”
In Business Since 2009
3 Holland St, Erie, PA
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The Investment Center of Erie

The Investment Center of Erie

Accepts All Major Credit Cards
In Business Since 2014
4509 W Ridge Rd, Erie, PA
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Erie Management Group

Erie Management Group

“Erie Management Group, LLC was founded with a goal of encouraging new growth from entrepreneurs nationwide and bringing jobs back to the Erie region. The geographical location, manufacturing resources and traditions, access to all modes of transporta...”
In Business Since 2004
1540 E Lake Rd STE 300, Erie, PA
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Bishop & Company Investment Management

Bishop & Company Investment Management

“Recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Bishop & Company under which Schwab provides Bishop & Company with services related to your account. Schwab does not review the Bi...”
In Business Since 2013
1250 Tower Ln, Erie, PA
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One-Up Financial

One-Up Financial

Retirement Planning, Investment Management, Company Retirement Plans
“In 2020, I decided to make a change and finally give clients the financial advantage they deserve - I founded One-Up Financial. As licensed CPA and CFP® professionals, we set out to disrupt the financial services industry by combining our unique skil...”
In Business Since 2020
1001 State St #907, Erie, PA
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Magnus Wealth Management

Magnus Wealth Management

“At Magnus Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their visi...”
In Business Since 2015
717 State St # 702, Erie, PA
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LPL Financial Kevin Slocum

LPL Financial Kevin Slocum

“As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to work towards them. I recognize the impor...”
In Business Since 2012
3939 W Ridge Rd a104, Erie, PA
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Anthony Chiarelli

Anthony Chiarelli

“We understand that financial guidance is about more than just money. It's about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your v...”
In Business Since 2020
100 State St Suite 440, Erie, PA
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K2S

K2S

3910 Caughey Rd # 210, Erie, PA
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Cornerstone Wealth Advisory & Insurance Services

Cornerstone Wealth Advisory & Insurance Services

Institutional, Individual
“Cornerstone Wealth Advisory and Insurance Services, LLC., Erie, PA provides financial planning and insurance services for individuals and businesses.”
In Business Since 2014
3910 Caughey Rd #220, Erie, PA
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Wedgewood Investors

Wedgewood Investors

“While some employees feel comfortable making allocation decisions for their retirement accounts on their own, many do not. Wedgewood Investors can make it easier for your employees to structure their retirement account in the appropriate manner for t...”
In Business Since 2012
100 State St # 506, Erie, PA
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Retirement Planning and Investment Management Services in Erie, PA Cost Estimates

Minimum cost
$1157
Maximum cost
$9832
National Average
$3470
Avg Per Hour Rates
$347
$2314
$6362
Average price range is based on 267 cost profiles
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Average Cost $3470
Minimum cost $1157
Maximum cost $9832
Avg Per Hour Rates $347

Average range $2314 to $6362 is based on 267 cost profiles.

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