Wealth Management in Erie County, PA

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List of Firms

Erie County, PA Wealth Management Firms

Roland Financial Wealth Management
5 out of 5
Location 3910 Caughey Rd Suite #140, Erie, PA 16506, USA
Phone (814) 833-2999
Language http://www.rolandfinancial.com/
Directions
Evident Financial
Location 900 State St #103, Erie, PA 16501, USA
Phone (814) 425-5182
Language http://www.evidentfinancial.com/
Directions
Michael Keim - RBC Wealth Management Financial Advisor
Location 300 State St Suite 101, Erie, PA 16507, USA
Phone (814) 836-7840
Language https://us.rbcwealthmanagement.com/keimdusckascaryl?utm_source=GMB&utm_medium=Yext
Directions
Merrill Lynch Wealth Management
5 out of 5
Location 510 Cranberry St, Erie, PA 16507, USA
Phone (814) 453-6811
Language https://www.local.ml.com/ERIE_PA
Directions
Charles Caryl - RBC Wealth Management Financial Advisor
Location 300 State St Suite 101, Erie, PA 16507, USA
Phone (814) 836-7840
Language https://us.rbcwealthmanagement.com/charles.caryl?utm_source=GMB&utm_medium=Yext
Directions
Palmer Financial Services
Location 2415 W Grandview Blvd, Erie, PA 16506, USA
Phone (814) 866-1817
Language http://www.palmerfinancialllc.com/
Directions
Lincoln Financial Advisors
SEC File# 801-42530
CRD# 3978
4 out of 5
Location 1787 W 26th St, Erie, PA 16508, USA
Phone (814) 453-4663
Directions
Crux Wealth Advisors, LLC
Location 5083 Buffalo Rd, Erie, PA 16510, USA
Phone (814) 962-1053
Language http://www.cruxwealthadvisors.com/
Directions
Gregory Brumagin Financial & Associates
Location 9211 Wattsburg Rd, Erie, PA 16509, USA
Phone (814) 825-5700
Language https://www.prudential.com/advisor/gregory-brumagin
Directions
Petruso Financial Services
Location 2950 W 12th St #10, Erie, PA 16505, USA
Phone (800) 711-6840
Language http://www.petrusofinancialservices.com/
Directions
RBC Wealth Management Branch - Erie
Location 300 State St Suite 101, Erie, PA 16507, USA
Phone (814) 836-7840
Language https://us.rbcwealthmanagement.com/erie?utm_source=GMB&utm_medium=Yext
Directions
Kress Financial Services
5 out of 5
Location 2201-2205 W Grandview Blvd, Erie, PA 16506, USA
Phone (814) 866-5737
Language http://www.kressfinancial.com/
Directions
Morgan Stanley Financial Advisors
1 out of 5
Location 100 State St Ste 430, Erie, PA 16507, USA
Phone (814) 454-8222
Language https://advisor.morganstanley.com/erie-branch?y_source=1_MjM2MTg4My03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
The Investment Center of Erie
5 out of 5
Location 4509 W Ridge Rd, Erie, PA 16506, USA
Phone (814) 833-0440
Directions
Wealth Management in Erie County, PA

Where Wealth Management Advisors in Erie County, PA Serve

Erie County, PA is a bustling hub of activity, brimming with landmarks, top employers, major highways and streets, and vibrant neighborhoods. From the stunning Presque Isle State Park to the iconic Erie Insurance Arena, there's no shortage of things to see and do in this dynamic region. The area is home to a diverse range of top employers, including GE Transportation, Erie Insurance, and the Erie School District, providing ample employment opportunities for residents. Major highways and streets such as I-90, Route 20, and Peach Street offer easy access to all corners of the county, while neighborhoods like Millcreek and Harborcreek boast a unique blend of charm and modern convenience. Whether you're a long-time resident or a first-time visitor, Erie County, PA is a place that's sure to captivate and inspire.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Erie County, PA can benefit from a bank in several ways. Firstly, a bank can provide financial products and services that can help residents manage their money effectively. This is particularly important in Erie County, which has a diverse economy, with industries such as healthcare, manufacturing, and education. Secondly, banks can offer loans to residents who need financial assistance for various reasons, such as starting a business, buying a home, or paying for education. Erie County has a high poverty rate, and access to loans can help residents overcome financial challenges and improve their quality of life. Lastly, banks can provide financial education and resources to residents, which can help them make informed financial decisions and improve their financial literacy. Erie County has a large population of college students, and providing financial education can help them prepare for their future and avoid financial pitfalls.

Insurance Broker

Residents of Erie County, PA can benefit from the services of an insurance broker in many ways. One specific way is by helping them navigate the complex healthcare system in the county. Erie County has a diverse population with varying healthcare needs, and an insurance broker can assist residents in finding the right insurance plan that fits their budget and covers their medical needs. Additionally, an insurance broker can provide guidance on the different options available for long-term care insurance, which is especially important for the aging population in Erie County. With the help of an insurance broker, residents can have peace of mind knowing that they have the proper insurance coverage for their unique healthcare needs.

Retirement Planning

Residents of Erie County, PA could benefit greatly from the services of a retirement planner. With its aging population and limited job market, many individuals in Erie County are facing unique challenges when it comes to planning for their retirement. A retirement planner can provide expert guidance on a variety of topics, including investment strategies, social security benefits, and estate planning. For example, a retirement planner could help a local farmer who has worked his entire life but has not saved enough for retirement due to the ups and downs of the agricultural industry. The planner could assist the farmer in creating a diversified investment portfolio and exploring options for maximizing social security benefits. With their knowledge and expertise, a retirement planner can help residents of Erie County navigate the complex world of retirement planning and ensure that they are prepared for a comfortable and secure future.

Financial Advisor

Residents of Erie County, PA could greatly benefit from the guidance of a financial advisor. With the county's economy heavily reliant on manufacturing and healthcare industries, a financial advisor could provide specialized advice on investment opportunities and retirement planning. Additionally, Erie County's aging population could benefit from a financial advisor's expertise in long-term care planning and estate planning. The advisor could also help residents navigate the complex tax laws and regulations specific to Pennsylvania, such as the Keystone Opportunity Zone program, which offers tax incentives to businesses in certain areas of the county. With the county's high poverty rate and limited job opportunities, a financial advisor could assist residents in creating a budget and developing a plan to achieve their financial goals. Overall, a financial advisor could provide valuable assistance to the diverse population of Erie County, PA, helping them to secure their financial futures and achieve greater financial stability.

Mortgage Loan Officer

Residents of Erie County, PA can greatly benefit from the expertise and guidance of a mortgage loan officer. With the county's diverse population and unique housing market, a mortgage loan officer can help residents navigate the complexities of obtaining a mortgage loan. Specifically, Erie County has a high number of older homes that may require specialized financing options, such as renovation loans. Additionally, the county's proximity to Lake Erie can impact property values and insurance rates, making it crucial for residents to have a knowledgeable loan officer to help them secure the best possible mortgage terms. A mortgage loan officer can also assist residents in understanding their credit score and improving it if necessary, which can ultimately lead to better loan options and lower interest rates. Overall, the guidance of a mortgage loan officer can make the process of buying a home in Erie County, PA much smoother and more manageable for residents.

Tax Services

Residents of Erie County, PA can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can assist residents of Erie County is by helping them navigate the complex tax laws and regulations specific to the county. Erie County has a unique tax structure that can be perplexing for many residents, and a tax advisor can help ensure that they are complying with all the necessary regulations. Additionally, a tax advisor can help residents of Erie County take advantage of tax breaks and deductions that they may not be aware of, such as the Keystone Opportunity Zone program, which offers tax incentives to businesses that locate in certain areas of the county. By working with a tax advisor, residents of Erie County can ensure that they are maximizing their tax benefits and minimizing their tax liability.

Estate Planning Lawyer

Residents of Erie County, PA can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is through the creation of a will or trust. This is especially important in Erie County, where the population is aging and many individuals have significant assets that they wish to pass on to their loved ones. An estate planning lawyer can help individuals create a comprehensive plan that ensures their assets are distributed according to their wishes and in the most tax-efficient manner possible. Additionally, an estate planning lawyer can help individuals plan for incapacity by creating documents such as powers of attorney and healthcare directives. These documents can be crucial in ensuring that an individual's wishes are carried out in the event that they become unable to make decisions for themselves. Overall, an estate planning lawyer can provide invaluable assistance to residents of Erie County, PA in planning for their future and protecting their assets.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Erie County, PA are designed to provide high net worth individuals with comprehensive financial planning and investment management solutions. A skilled wealth manager in Erie County, PA can offer a range of services, including tax planning, estate planning, retirement planning, and risk management. Erie County, PA is home to a diverse range of industries, including manufacturing, healthcare, and education, which means that wealth managers must have a deep understanding of the local economy and its impact on their clients' financial goals. Additionally, Erie County, PA has a large population of retirees, which requires wealth managers to be well-versed in retirement planning strategies and the nuances of Social Security and Medicare. With their bursty and complex approach, wealth managers in Erie County, PA can help clients navigate the intricacies of the financial world and achieve their long-term financial objectives.

Erie County, PA is undoubtedly the best place to get a wealth manager for several reasons. First and foremost, Erie County prides itself on being home to a diverse and thriving economy, which means that there is no shortage of investment opportunities for individuals seeking to grow their wealth. Additionally, the county boasts a highly educated and skilled workforce, with many financial experts and professionals calling Erie County home. Furthermore, the county's strong sense of community and commitment to excellence ensures that residents receive top-notch service and expertise from their wealth managers. Overall, Erie County's unique blend of economic opportunity, skilled professionals, and community values make it the ideal location for anyone seeking to manage their wealth effectively and efficiently.