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

(30)
  • Questions
  • Health Insurance
  • 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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Flagship Diversified Investments

Flagship Diversified Investments

(2)
Commitment to Clients, Bruce Jakiel, Tell A Friend
“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.”
Offers Financing Options
In Business Since 2019
318 W 29th St, 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

(3)
“Max Maas is the most knowledgeable and helpful accountant I've ever met.”
In Business Since 1990
1909 W 8th St, Erie, PA
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Kress Financial Services

Kress Financial Services

(3)
Financial Planning
“I feel very confident that my financial future wellbeing is in good hands.”
In Business Since 1995
2201-2205 W Grandview Blvd, Erie, PA
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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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White Oak Wealth Partners

White Oak Wealth Partners

“As independent financial advisors in Erie, PA, we specialize in tax planning and work with our clients and their tax professionals to create and implement tax-saving strategies. By embracing our approach to wealth management, our clients have been ab...”
Offers Financing Options
In Business Since 2017
100 State St Suite 503, Erie, PA
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Kingdom Tax Services

Kingdom Tax Services

Business Services, Services For Individuals, Services For Quickbooks
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Transparent Fees & Pricing
In Business Since 2004
Free Initial Consultation
652 W 6th 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 2008
1250 Tower Ln, Erie, PA
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Widget Financial Investment Center

Widget Financial Investment Center

Transparent Fees & Pricing
In Business Since 2012
5553 W Ridge Rd, Erie, PA
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Fitzsimmons Financial Services

Fitzsimmons Financial Services

Tell A Friend, Qualifications of Your Trusted Advisor
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
Transparent Fees & Pricing
In Business Since 2018
1001 State St STE 1400, Erie, PA
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Palmer Financial Services

Palmer Financial Services

Tell A Friend, Compliance
“Welcome to Palmer Financial, LLC, a comprehensive financial planning firm committed to helping clients manage their long-term financial needs. The firm's customized programs are designed to manage clients' assets by delivering an unprecedented level ...”
In Business Since 2013
2415 W Grandview Blvd, Erie, PA
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Evident Financial

Evident Financial

For Individuals
“Set the plan in motion, monitor results, and adjust to any changing life events.”
In Business Since 2012
900 State St Suite 103, 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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One-Up Financial

One-Up Financial

“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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West Advisory Group

West Advisory Group

“Let's get to know each other. This meeting is about what's important to you – still with no commitment required. We'll clarify what makes WAG different and jointly assess your risk tolerance while listening closely to your lifestyle goals. This is yo...”
In Business Since 2015
1946 W 26th St, Erie, PA
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K2S

K2S

3910 Caughey Rd # 210, Erie, PA
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Behn Financial Group

Behn Financial Group

In Business Since 2020
2005 W 8th St #206, 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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Cornerstone Wealth Advisory & Insurance Services

Cornerstone Wealth Advisory & Insurance Services

Institutional, Individual
“Securities offered through Securities America, Inc., Member FINRA/SIPC.”
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 1988
100 State St # 506, Erie, PA
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Bnb Financials

Bnb Financials

(30)
  • Business
  • Prices
  • Company
“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
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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