Financial advisors in Erie, PA

258 match · page 1 of 9

Abby Paslowski
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Morgan
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Longo
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brittany Taylor
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Allegretti
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher McMunigle
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Zehner
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Kress
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Kress
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Tofel
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dean Scalise
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Szewczyk
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
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Edward Wright
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Eric Presogna
Financial advisor at One-Up Financial
One-Up Financial · $107.5M AUM
CFP®VerifiedFinancial planning
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Eric Robbins
Financial advisor at Robbins Wealth Management
Robbins Wealth Management · $241.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erika Puda
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
CFP®Verified
View page Check on SEC IAPD ↗
Franklin Rogers
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gabriel Gallagher
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Winschel
Financial advisor at Gladstone Wealth Partners
Gladstone Wealth Partners · $5.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Lyons
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Robbins
Financial advisor at Robbins Wealth Management
Robbins Wealth Management · $241.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Wells
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Kuilman
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Evans
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Price
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Baker
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Engels
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Simon
Financial advisor at Gladstone Wealth Partners
Gladstone Wealth Partners · $5.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Bishop
Financial advisor at Bishop & Company Investment Management, LLC
Bishop & Company Investment Management, LLC · $440.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Jones
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Erie, PA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Erie, PA.

How this list works

Before you hire an advisor in Erie, PA