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Best Financial Advisors in Erie

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Erie, PAErie, PA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Erie, PAErie, PA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1250 Tower Lane Suite 101, Erie, PA 16505
Erie, PA 16505
  • Chartered Financial Analyst (CFA)

Bishop & Company Investment Management, LLC serves individuals and families in Erie and surrounding areas. It offers a variety of financial advisory services to help clients protect and grow their wealth. It develops asset management strategies according to the customers' needs and creates portfolios to assist them in accomplishing their long-term plans. The company also guides individuals in testing risk tolerance and preparing for their retirement. This registered investment advisor (RIA) firm was founded by Michael W. Bishop.

1250 Tower Lane Suite 101, Erie, PA 16505
Erie, PA 16505

Website(814) 314-0344

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

900 State Street Suite 103, Erie, PA 16501
Erie, PA 16501
  • Chartered Financial Analyst (CFA)

Evident Financial provides financial planning and investment management in the Erie metro and the surrounding areas. The firm works toward its clients' benefit, which includes planning for the unexpected, keeping more of what they earn, minimizing expenses and taxes, and protecting their assets for future generations. Additionally, in partnership with Vestwell, it streamlines the 401(k) experience for employers and employees. David Cullen, the founder and CEO, has more than 40 years of wealth and investment management experience.

900 State Street Suite 103, Erie, PA 16501
Erie, PA 16501

Website(814) 425-5182

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

100 State St. Suite 420, Erie, PA 16507
Erie, PA 16507
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Investment Management
  • Financial Planning

Freedom Investment Management Group (FIMG) offers personalized and comprehensive financial planning in the Erie metro. As fiduciary for their clients, the firm is able to keep their interests at the forefront, serving as their personal wealth coach and coordinating with other professionals that its clients already work with. Robert D. Maring and Dave L. Close's rapport led to the establishment of FIMG in 2015. Together, they work as managing directors, drawing on a combined industry experience of more than 50 years.

100 State St. Suite 420, Erie, PA 16507
Erie, PA 16507

Website(814) 846-4780

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

235 West 6th St, Erie, PA 16507
Erie, PA 16507
  • Certified Financial Planner (CFP)
  • Financial Planning

HBKS Wealth Advisors Erie - Wright House has been providing financial planning, retirement planning, and investment management services since 2001. Committed to assisting individuals to achieve their financial objectives, the firm's advisors work with them in crafting comprehensive plans. They also integrate their tax and estate planning into their financial plans. Some of the firm's senior financial advisors have earned their Certified Financial Planner designations. Among them is Ryan Furtwangler, who is also a member of the Financial Planning Association.

235 West 6th St, Erie, PA 16507
Erie, PA 16507

Website(814) 459-1116

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

359 West 26th Street, Erie, PA 16508
Erie, PA 16508
  • Estate Planning
  • Business Formation

I.M.S. Wealth Management, LLC offers financial advising services to individuals and corporate clients in Erie. It helps clients achieve their financial goals by developing planning and investment strategies. It assists clients in different investment options, such as brokerage accounts, treasury bills, common stocks, and different types of IRA. It also provides guidance in various planning options, such as retirement plans, 401(k) or 403(b), money purchasing, and profit-sharing plans. Its managing principal, Jeffrey Presogna, is a certified valuation analyst and a certified public accountant.

359 West 26th Street, Erie, PA 16508
Erie, PA 16508

Website(814) 454-1133

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2201-2205 West Grandview Blvd., Erie, PA 16506
Erie, PA 16506
  • Retirement Planning
  • Wealth Management

Kress Financial Services has been serving clients in the Erie area for more than three decades, helping individuals and families reach their financial goals. Its wide array of services includes financial analysis, portfolio management, and retirement and business succession planning. Leading the team is Daniel G. Kress, a Chartered Financial Consultant and Certified Financial Planner who is a member of the National Association of Insurance and Financial Advisors. The firm is affiliated with Royal Alliance Associates, Inc.

2201-2205 West Grandview Blvd., Erie, PA 16506
Erie, PA 16506

Website(814) 866-5737

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2218 Deer Run Trail, Erie, PA 16509
Erie, PA 16509
  • Finance Planning
  • Wealth Management

Magnus Wealth Management provides financial planning services to individuals in Erie and the neighboring areas. This company focuses on assisting clients in pursuing their financial goals by helping them establish financial plans or strategies. Its team follows a financial planning process that involves initial meetings, personalized plan presentations, reviewing, implementation, and monitoring. Magnus Wealth Management works with Vicus Capital, Ash Brokerage, and Cetera Advisor Networks LLC to cater to the financial planning needs of clients.

2218 Deer Run Trail, Erie, PA 16509
Erie, PA 16509

Website(814) 461-1003

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1787 West 26th Street, Erie, PA 16508
Erie, PA 16508
  • Chartered Financial Analyst (CFA)

Mosaic Wealth Consulting is an independent advisory firm that caters to the needs of clients in the Erie metro. It provides financial planning services to individuals, families, and businesses that include holistic review, retirement planning, and business planning. Its professionals design personalized strategies that may involve estates, investment, or social security. One of these professionals, David Estatico, has been in the financial planning industry for more than 30 years. Estatico is a designated Certified Fund Specialist.

1787 West 26th Street, Erie, PA 16508
Erie, PA 16508

Website(814) 453-4663

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1001 State Street Suite 907, Erie, PA 16501
Erie, PA 16501
  • Retirement Planning
  • Financial Planning
  • Tax Planning

Erie-based One-Up Financial is a fiduciary firm that helps clients increase their income, lower their taxes, and make smarter investments. It offers two packages: the WealthBuilder, designed for professionals, executives, and business owners who are close to retirement and have most of their investments in a 401(k); and the WealthManager, for retirees. Eric Presogna, the company's founder and CEO, has been in the industry for over a decade. He is also a CPA and a CFP.

1001 State Street Suite 907, Erie, PA 16501
Erie, PA 16501

Website(814) 325-2699

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410 Cranberry Street, Suite 340, Erie, PA 16507
Erie, PA 16507
  • Certified Financial Planner (CFP)

Based in Erie, Stoner Financial Management works with clients in implementing a financial plan to meet their goals. Its financial planning services include wealth accumulation, 401(k) rollovers, portfolio segmentation, withdrawal management, and long-term care review. The team takes the time to understand the client's objectives and their reasons. From there, they lay down suitable investment options while considering the client's risk tolerance to help in meeting their needs. The financial advisory firm is also a family business in its fifth decade.

410 Cranberry Street, Suite 340, Erie, PA 16507
Erie, PA 16507

Website(814) 456-2743

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1946 West 26th Street, Erie, PA 16508
Erie, PA 16508
  • Certified Financial Planner (CFP)

West Advisory Group is a financial services firm with offices in Erie and Pittsburgh. Its team of financial consultants develops income plans for clients, with an aim to help them achieve their financial goals. They also develop investment strategies, taking into account possible financial avenues, clients' upcoming expenses, and their short-term and long-term financial goals. Risk management and legacy planning are West Advisory Group's other services. Its founder and senior financial strategist, Walter West, is committed to helping individuals become financially literate through financial plans.

1946 West 26th Street, Erie, PA 16508
Erie, PA 16508

Website(814) 464-0224

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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