Millcreek, PA

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Millcreek, PA
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Best Financial Advisors near Millcreek, PA

There are no firms listed in Millcreek itself yet; the 24 below are the closest options, from towns including Erie (19, 3 mi), Meadville (2, 32 mi) and Ashtabula, OH (1, 37 mi).

1 open weekends · 17 rated 4.5+

Data verified October 16, 2026

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Roland Financial Wealth Management

Roland Financial Wealth Management

(48)
  • Strategy
  • Health Insurance
  • Information
“I was pleased to work with Roland Financial during a time when I was concerned about my retirement goals.”
In Business Since 2014
3910 Caughey Rd #140, Erie, PA
Featured

3 Easy Steps to help De-Risk Your Retirement. Blasco Library, The Admiral Room We help people find out their answers to these critical questions: 1. Wil you have enough income? 2. What effects can the economy have on your nest egg? 3. How could taxes impact your retirement?

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Bnb Financials

Bnb Financials

(50)
  • Goals
  • Prices
  • Questions
“This is a great company to work with, these guys were polite and helpful with walking me through with everything to help change my clients lives for the better.”
In Business Since 2015
Serving Millcreek Area
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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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Estate Solution Planners

Estate Solution Planners

(2)
“Great people and they are always available to handle things!”
In Business Since 2014
8331 Edinboro Rd, 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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The 24 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

17 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 190 reviews; 2 have 50 or more reviews. 1 is open on Saturdays. 16 have ten or more years of experience, the longest 27 years. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 17 publish a contact page; 16 list a public email and 4 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?

4 of the 24 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.

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Scalise Financial Advisors

Scalise Financial Advisors

In Business Since 2005
4021 W 12th St, Erie, PA
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Evident Financial

Evident Financial

In Business Since 2012
900 State St #103, 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

Offers Financing Options
In Business Since 2017
100 State St Suite 503, Erie, PA
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Bishop & Company Investment Management

Bishop & Company Investment Management

In Business Since 2011
1250 Tower Ln, Erie, PA
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The Investment Center of Erie

The Investment Center of Erie

Accepts All Major Credit Cards
In Business Since 2012
4509 W Ridge Rd, Erie, PA
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One-Up Financial

One-Up Financial

In Business Since 2020
1001 State St #907, Erie, PA
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K2S

K2S

3910 Caughey Rd # 210, Erie, PA
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LPL Financial Kevin Slocum

LPL Financial Kevin Slocum

In Business Since 2012
3939 W Ridge Rd a104, Erie, PA
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Anthony Chiarelli

Anthony Chiarelli

In Business Since 2020
100 State St Suite 440, Erie, PA
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Magnus Wealth Management

Magnus Wealth Management

In Business Since 2015
717 State St # 702, Erie, PA
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Cornerstone Wealth Advisory & Insurance Services

Cornerstone Wealth Advisory & Insurance Services

In Business Since 2014
3910 Caughey Rd #220, Erie, PA
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Wedgewood Investors

Wedgewood Investors

In Business Since 2012
100 State St # 506, Erie, PA
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Huffman-Mayer Wealth Management Group

Huffman-Mayer Wealth Management Group

(13)
  • Retirement
  • Advisors
  • Knowledge
“They take the worry out of your future retirement plans.”
In Business Since 2008
Serving Millcreek Area
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M & D Burnett TAX Service

M & D Burnett TAX Service

(5)
“They will take care of all your tax needs”
Remote Consultations Available
In Business Since 2017
Serving Millcreek Area
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Brookhouse Advisors

Brookhouse Advisors

In Business Since 2022
Serving Millcreek Area
FAQs
Do you have any account minimums?
We currently have a $5,000 annual minimum fee for investment management services. We do offer project-based services that are priced on an individual basis. Our business is not designed to bring on as many people as possible. We want to be able to provide people with a very deep service experience and work with clients that will be a good fit for the long run. For that reason, we are selective in who we accept to be our clients.
What happens if we decide to stop working with you?
While we hope for a long-lasting relationship, things happen. You are entirely in control of your accounts and they may be easily transferred at your discretion. Any fees will be refunded for the amount of time billed but not serviced.
What does it mean to give Biblically-wise financial advice?
Our goal is to integrate all that we do with our Christian lives. That includes how we run our business, manage our finances, and the advice we give. We believe the Bible speaks authoritatively to money and how we should manage it as stewards. We strive to do that with our business and help all of our clients in achieving that same goal in their personal lives.
Do we sell annuities or insurance products?
No, we do not. Instead we find out what product would be best for our client in their particular scenario and we reach out to trusted brokers on our clients behalf. We receive no compensation in these transactions.
Do you manage or advise 401k or 4013b plans?
Yes, we currently service for profit and not for profit employer-sponsored retirement plans. We also specialize in designing plans to help you achieve your business goals and how to best benefit your employees.
More information can also be found on the FAQ page of our website.
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Weinberg Financial Group

Weinberg Financial Group

(2)
“Have had outstanding assistance with financial matters for over 15 years.”
In Business Since 1999
Serving Millcreek Area
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HomeWealth Management AdvisorsPennsylvaniaMillcreek, PA

Retirement Planning and Investment Management Services in Millcreek, PA Cost Estimates

Minimum cost
$1040
Maximum cost
$8834
National Average
$3118
Avg Per Hour Rates
$312
$2079
$5717
Average price range is based on 362 cost profiles
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Average Cost $3118
Minimum cost $1040
Maximum cost $8834
Avg Per Hour Rates $312

Average range $2079 to $5717 is based on 362 cost profiles.

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