Laurels

Best Financial Advisors in Erie
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Erie Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 33 24 11

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

I.M.S. Wealth Management, LLC

  • 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

Website

Magnus Wealth Management

  • Wealth Management
  • Finance Planning

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

Website

One-Up Financial

  • Financial Planning
  • Retirement 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

Website