Best Financial Advisors near Millcreek, PA

There are no firms listed in Millcreek itself yet; the 15 below are the closest options, from Erie (3 mi).

Data verified October 16, 2026

Roland Financial Wealth Management

Roland Financial Wealth Management

4.9 48 reviews
“They were very thorough with explanations and made me feel at ease.”
Since 2014
Erie, PA · 3 mi from Millcreek
i
White Oak Wealth Partners

White Oak Wealth Partners

5.0 19 reviews
“They are so knowledgeable whether it is short-term or long-term goals you may be after they are definitely the way to go.”
Since 2017Financing
Erie, PA · 3 mi from Millcreek
i
Stoner Financial Management

Stoner Financial Management

5.0 2 reviews
“They are an extremely professional, family-oriented team who we are proud to have as our financial advisors.”
Since 2016Family-owned
Erie, PA · 3 mi from Millcreek
i
One-Up Financial

One-Up Financial

5.0 2 reviews
“One-up Financial —great service, regular updates, expert advice from a CPA and fiduciary!”
Since 2020
Erie, PA · 3 mi from Millcreek
i
Kress Financial Services

Kress Financial Services

5.0 5 reviews
“Responsiveness, attention to detail and care for the client is second to none.”
Since 2010
Erie, PA · 3 mi from Millcreek
i
Scalise Financial Advisors

Scalise Financial Advisors

Since 2005
Erie, PA · 3 mi from Millcreek
i

The 15 firms listed for Millcreek, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Millcreek, PA

11 of the 15 firms on this page have a rating, from 3.0 to 5.0 across 103 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. 9 have ten or more years of experience, the longest 21 years. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 9 publish a contact page; 10 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Millcreek take financial planning bookings online?

3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Waddell & Reed

Waddell & Reed

5.0 1 review
“Robert is extremely knowledgeable and very helpful.”
Since 2022
Erie, PA · 3 mi from Millcreek
i
The Investment Center of Erie

The Investment Center of Erie

Since 2012
Erie, PA · 3 mi from Millcreek
i
Bishop & Company Investment Management

Bishop & Company Investment Management

Since 2011
Erie, PA · 3 mi from Millcreek
i
Behn Financial Group

Behn Financial Group

3.0 1 review
Since 2020Prices online
Erie, PA · 3 mi from Millcreek
i
Anthony Chiarelli

Anthony Chiarelli

Since 2020
Erie, PA · 3 mi from Millcreek
i
K2S

K2S

Erie, PA · 3 mi from Millcreek
i
LPL Financial Kevin Slocum

LPL Financial Kevin Slocum

Since 2012
Erie, PA · 3 mi from Millcreek
i
Magnus Wealth Management

Magnus Wealth Management

Since 2015
Erie, PA · 3 mi from Millcreek
i
Wedgewood Investors

Wedgewood Investors

Since 2012
Erie, PA · 3 mi from Millcreek
i
HomeWealth Management AdvisorsPennsylvaniaMillcreek, PA

Why these companies made our list

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