Pennsylvania > Erie Yellow Pages > Finance > Investment Services & Advisors

Erie Investment Services & Advisors

Local Businesses: 94

Ameriprise Financial

407 West 10th Street
Erie, PA 16502-1302
(814) 459-3510
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

1704 West 26th Street
Erie, PA 16508-1234
(814) 456-7018 +view more
David Loose (Manager)
Categories: Financial Planning Consultants

Ameriprise Financial

AMERICA'S LEADER IN FINANCIAL PLANNING
1611 Peach Street
Erie, PA 16501-2109
(814) 204-0886
Products: Iras, Mutual Funds, Stocks, Equities, Individual Retirement Account
Services: Auto Insurance, Banking, Brokerage Services, Consultations, Disability Insurance,…
Categories: Financial Services, Financial Planning Consultants

Associat White

4021 West 12th Street
Erie, PA 16505-3354
(814) 838-1100
Categories: Security Brokers & Dealers

Axa Equitable

100 State Street Suite 101
Erie, PA 16507-1453
(814) 461-7200
Categories: Financial Services, Financial Planning Consultants

Bishop & Company Investment Management Llc

3939 West Ridge Road Suite A201
Erie, PA 16506-1886
(814) 314-0344
Categories: Investment Services & Advisors

Cairns And Associates

3527 West 26th Street
Erie, PA 16506-2034
(814) 464-0907
James Dcairns (Owner)
Categories: Estate And Property Attorneys & Lawyers, Retirement Planning Consultants & Services, Estate And Property Lawyers & Attorneys

Catrabone Catraboneandassociates(Pl A)Catrabone Catrabone & Asso

1312 Peninsula Drive
Erie, PA 16505-4235
(814) 835-8333
Matt Catrabone
Categories: Financial Planning Consultants

Catrabone Mark

1310 Peninsula Drive
Erie, PA 16501
(814) 835-8333
Mark Catrabone
Categories: Financial Planning Consultants

College Tuition Solutions

155 East 10th Street
Erie, PA 16501-1265
(814) 790-5852
Stuart Siegel (Owner)
Categories: Financial Advisory Services

Conerstone Wealth Advisory And Insurance Services Llc

3910 Caughey Road Suite 220
Erie, PA 16506-4098
(814) 315-2000
Services: Financial Planning 401K Ira's 529, Life Home Auto, Securities And Investment…
Categories: Financial Planning Consultants

Conerstone Wealth Advisory And Insurance Services Llc

Erie, PA 16501
(814) 315-2720
Services: Financial Planning 401K Ira's 529, Life Home Auto, Securities And Investment…
Categories: Financial Planning Consultants

Cottrell Michael

1157 West 7th Street
Erie, PA 16502-1105
(814) 455-9218
Michael Cottrell
Categories: Security Brokers & Dealers

Dennis Hollarn And Associates

4616 Buffalo Road
Erie, PA 16510-2207
(814) 899-8864
Dennis Hollarn (Owner)
Products: Securities
Services: Financial Services, Investments, Financial Solutions
Categories: Financial Planning Consultants, Security Brokers & Dealers

Dunn Douglas

1704 West 26th Street
Erie, PA 16508-1234
(814) 456-7018
Douglas Dunn
Categories: Financial Planning Consultants

E Cm Securities Corporation

4740 Peach Street
Erie, PA 16509-2008
(814) 868-7551
Categories: Pension & Profit Sharing Plans, Financial Planning Consultants

Edward Jones - Financial Advisor: Adam D Nelson

MAKING SENSE OF INVESTING
4622 Buffalo Road
Erie, PA 16510-2207
(814) 897-9892
Products: Erie Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Andrew D Jaworski

MAKING SENSE OF INVESTING
2205 West Grandview Boulevard
Erie, PA 16506-4507
(814) 838-8184
Products: Erie Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Stocks & Bond Brokers, Investments & Mutual Funds

Edward Jones - Financial Advisor: Bruce S Jakiel

MAKING SENSE OF INVESTING
919 West 38th Street
Erie, PA 16508-2530
(814) 864-6563
Products: Erie Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Chris Bloomquist

MAKING SENSE OF INVESTING
4538 Peach Street
Erie, PA 16509-1364
(814) 864-1245
Products: Erie Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Craig A Schwegman

MAKING SENSE OF INVESTING
3939 West Ridge Road Suite B1
Erie, PA 16506-1881
(814) 838-0898
Products: Erie Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Dan Skrzypczak

MAKING SENSE OF INVESTING
2701 Evanston Avenue
Erie, PA 16506-3171
(814) 838-3031
Products: Erie Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Dillon L Loomis

MAKING SENSE OF INVESTING
5031 Peach Street
Erie, PA 16509-2013
(814) 864-1939
Products: Erie Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jim Lyons

MAKING SENSE OF INVESTING
2316 West 8th Street
Erie, PA 16505-4426
(814) 459-8657
Products: Erie Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Mike Long

MAKING SENSE OF INVESTING
2501 West 12th Street Suite 20
Erie, PA 16505-4527
(814) 833-7370
Products: Erie Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Ellsworth Center

1787 West 26th Street
Erie, PA 16508-1256
(814) 453-4663 +view more
Services: Consultations
Categories: Insurance Carriers, Financial Planning Consultants

Estate Solution Planners - Office:

4508 Miller Avenue
Erie, PA 16509-1316
(814) 864-0984
Robert Chess (Owner)
Services: Planning For Tomorrow Today
Categories: Retirement Planning Consultants & Services, Financial Planning Consultants

Estate Solution Planners Inc.

Erie, PA 16501
(814) 864-7439
Services: Planning For Tomorrow Today
Categories: Retirement Planning Consultants & Services

Evanoff Financial Advisors Llc

1001 State Street Suite 1400
Erie, PA 16501-1834
(814) 461-7898
Harry Evanoff (Owner)
Categories: Financial Planning Consultants

Evans Advisory Services

1137 West 38th Street
Erie, PA 16508-2457
(814) 464-0224
John Evans (Owner)
Services: Brokerage Services, Financial Services, Online Services
Categories: Financial Planning Consultants

Evans Capital Management

4740 Peach Street
Erie, PA 16509-2008
(814) 868-7551
Categories: Pension & Profit Sharing Plans, Financial Planning Consultants

First Discount Brokerage

3800 West 12th Street Suite 1
Erie, PA 16505-3380
(814) 838-1100
Don Olszewski (Manager)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Security Brokers & Dealers

Fiserv Output Solutions

1411 Drake Drive
Erie, PA 16505-2603
(814) 835-6715
Categories: Financial Planning Consultants

Flagship Investment Group Inc

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
3939 West Ridge Road
Erie, PA 16506-1879
(814) 835-1150
Ben Longo (Finance Executive)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Planning Consultants

Full Circle Investments

1030 State Street Suite 301
Erie, PA 16501-1840
(814) 456-9963
Categories: Investment Services & Advisors

Hbk Sorce Financial

235 West 6th Street
Erie, PA 16507-1318
(814) 459-1116
Christopher Zehner (Agent)
Categories: Financial Planning Consultants, Security Brokers & Dealers

Hedlund Mark

1455 East 10th Street
Erie, PA 16503-1713
(814) 455-1885
Mark Hedlund
Categories: Security Brokers & Dealers

Ims Wealth Management Llc

359 West 26th Street
Erie, PA 16508-1704
(814) 454-1133
Categories: Investment Services & Advisors

Ims Wealth Management Llc

1001 State Street
Erie, PA 16501-1814
(814) 461-7897
Categories: Financial Planning Consultants, Financial Advisory Services

Irving Family Retirement Planning

5942 Spires Drive
Erie, PA 16509-3458
(814) 868-8570
Categories: Retirement Planning Consultants & Services

John Leonardidgn

1961 Manchester Road
Erie, PA 16505-2633
(814) 520-6187
Leonardidgn John
Categories: Retirement Planning Consultants & Services

Kingdom Financial Group

652 West 6th Street
Erie, PA 16507-1173
(814) 836-5234 +view more
James Kalie (Mba)
Services: Financial, Financial Advisors:
Categories: Investment Services & Advisors, Financial Planning Consultants

Kress Financial Services

4603 Peach Street
Erie, PA 16509-2006
(814) 866-5737
Richard Kress (Owner)
Categories: Financial Planning Consultants

Legacy Financial Consulting Services

127 West 6th Street
Erie, PA 16501-1001
(814) 833-3360
Mary Fiorenzo (Owner)
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Lincoln Financial Advisors

1787 West 26th Street
Erie, PA 16508-1256
(814) 453-4663 +view more
Christine Emerson (Marketing Executive)
Categories: Insurance Carriers, Financial Planning Consultants

Lincoln Investment Planning

3910 Caughey Road
Erie, PA 16506-4096
(814) 835-5194
Perry Tharpe (Manager)
Categories: Financial Planning Consultants

Lincoln Investments

4402 Peach Street Suite 1n
Erie, PA 16509-1373
(814) 864-1066
Categories: Financial Planning Consultants

Lombard Securities

652 West 38th Street
Erie, PA 16508-2625
(814) 451-0033
Gary King (Owner)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Loose W David

1704 West 26th Street
Erie, PA 16508-1234
(814) 456-7018
W Loose
Categories: Financial Planning Consultants

Lpl Financial

2501 Palermo Drive
Erie, PA 16506-7210
(814) 459-7071
Graham Parsons
Categories: Financial Planning Consultants

Lubomski R Art

1787 West 26th Street
Erie, PA 16508-1256
(814) 453-4663
R Lubomski
Categories: Insurance Carriers, Financial Planning Consultants

Marsden Capital Management

1103 Powell Avenue
Erie, PA 16505-3442
(814) 836-1800
John Marsden (Owner)
Categories: Investment Services & Advisors

Merrill Lynch

510 Cranberry Street Floor 3
Erie, PA 16507-1077
(814) 453-6811
John Masterson (Manager)
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Middle America Planning

1001 State Street
Erie, PA 16501-1814
(814) 480-1650
Categories: Financial Planning Consultants, Financial Advisory Services

Morgan Stanley

100 State Street
Erie, PA 16507-1452
(814) 454-9269 +view more
Brian Praetzel (Manager)
Categories: Financial Services, Security Brokers & Dealers

Nedreski Wealth Management

1311 Peninsula Drive
Erie, PA 16505-4234
(814) 835-4551 +view more
Michael Nedreski (Owner)
Services: Consultations, Research
Categories: Financial Management & Consulting

Palmer Financial

2415 West Grandview Boulevard
Erie, PA 16506-4511
(814) 866-1817
Bruce Palmer (Partner)
Categories: Financial Planning Consultants

Parsons Graham C Ii

2501 Palermo Drive
Erie, PA 16506-7210
(814) 459-7071
Graham II
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…
Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…
Categories: Security Brokers & Dealers

Pennsylvania Investments Inc

1157 West 7th Street
Erie, PA 16502-1105
(814) 455-9218
Categories: Security Brokers & Dealers

Petruso Financial Services

2950 West 12th Street Suite 10
Erie, PA 16505-3978
(814) 833-9891 +view more
Categories: Retirement Planning Consultants & Services

Pnc Investments

Erie, PA 16501
(888) 698-8801
Categories: Banks, Security Brokers & Dealers

Presogna & Co Pc

359 West 26th Street
Erie, PA 16508-1704
(814) 455-3864
Categories: Tax Return Preparation, Public Accountants, Investment Services & Advisors

Primerica

1001 State Street Suite 1400
Erie, PA 16501-1834
(814) 451-1130 +view more
Services: Financial Services, Insurance, Investments, Long Term Planning, Retirement…
Categories: Financial Services, Insurance Carriers, Investment Services & Advisors

Provident Wealth Manageme

3527 West 26th Street
Erie, PA 16506-2034
(814) 455-7523
Donald Smith (Owner)
Services: Personal Retirement, Retirement Plan, Specialists
Categories: Pension & Profit Sharing Plans, Investment Services & Advisors, Financial Planning Consultants

Rbc Wealth Management

300 State Street Suite 101
Erie, PA 16507-1428
(814) 836-7840 +view more
George Dusckas (President)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Full Service Brokerage Firm
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Renaissance Strategic Planning Llc

717 State Street Suite 702
Erie, PA 16501-1355
(814) 461-1001
Categories: Investment Services & Advisors

Retirement Services Of Erie Llc

2501 Palermo Drive Suite C
Erie, PA 16506-7210
(814) 459-7071 +view more
Eugene Ware (Manager)
Categories: Security Brokers & Dealers

Robbins Financial Advisory Services Inc

3939 West Ridge Road Suite C2
Erie, PA 16506-1887
(814) 838-4185 +view more
James Robbins (Owner)
Categories: Retirement Planning Consultants & Services

Robbins James H

3939 West Ridge Road
Erie, PA 16506-1879
(814) 838-4185
James Robbins
Categories: Retirement Planning Consultants & Services

Royal Alliance

3315 Charlotte Street
Erie, PA 16508-2223
(814) 836-8617
Categories: Financial Services, Financial Planning Consultants

Royal Alliance

DISCOVER THE ROYAL ALLIANCE DIFFERENCE.
4021 West 12th Street
Erie, PA 16505-3354
(814) 836-1238
Anthony Scalise (Owner)
Products: Money Markets, Mutual Funds, Real Estate
Services: Brokerage Services, Business Services, Consultations, Corporate Services, Institutional…
Categories: Financial Planning Consultants, Security Brokers & Dealers

Rybak Nick Office - Office

1001 State Street
Erie, PA 16501-1814
(814) 480-5765
Nick Rybak
Categories: Security Brokers & Dealers

Scalise Anthony F

4021 West 12th Street
Erie, PA 16505-3354
(814) 836-1038
Anthony Scalise
Categories: Retirement Planning Consultants & Services

Scalise Financial Advisors Inc

4021 West 12th Street
Erie, PA 16505-3354
(814) 836-1038
Tony Scalise (Manager)
Categories: Retirement Planning Consultants & Services

Scottrade

MORE BROKER FOR YOUR MONEY.
6839 Peach Street
Erie, PA 16509-7713
(814) 868-2450 +view more
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Sergi Michael V

1704 West 26th Street
Erie, PA 16508-1234
(814) 456-7018
Michael Sergi
Categories: Financial Planning Consultants

Sesler Investment Services

3030 Loveland Avenue
Erie, PA 16506-2444
(814) 835-3518
Robert Sesler (Owner)
Categories: Financial Planning Consultants, Security Brokers & Dealers

Shomo Financial Services Llc

Erie, PA 16501
(814) 456-2055
Categories: Financial Planning Consultants

Stoner Financial Management

410 Cranberry Street Suite 340
Erie, PA 16507-1069
(814) 456-2743
Darrell Stoner (Owner)
Categories: Security Brokers & Dealers

Stroud Financial Services

1001 State Street Suite 1400
Erie, PA 16501-1834
(814) 480-5783
Categories: Financial Services, Financial Planning Consultants

T Baer Investment Advisors

Erie, PA 16501
(814) 459-3914
Categories: Investment Services & Advisors

T Baer Investment Advisors

100 State Street
Erie, PA 16507-1452
(814) 459-6669
Thomas Baer (Manager)
Categories: Financial Planning Consultants

Tcb Investment Properties Llc

1638 Brookside Drive
Erie, PA 16505-2906
(814) 315-1203
Categories: Security Brokers & Dealers

Tetuan Mark

1704 West 26th Street
Erie, PA 16508-1234
(814) 456-7018 +view more
Mark Tetuan
Categories: Financial Planning Consultants

The Investment Center

3250 West Lake Road
Erie, PA 16505-3691
(814) 833-0440
James Reim (Owner)
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Tofel David

1704 West 26th Street
Erie, PA 16508-1234
(814) 456-7018
David Tofel
Categories: Financial Planning Consultants

Ubs Financial Services

100 State Street Suite 460
Erie, PA 16507-1456
(814) 461-7000 +view more
Patty Welser
Products: , Business Lending, Commercial Lending, Commercial Mortgages, Equities, Fixed…
Services: Brokerage Services, Fa, Asset Management, Banking, Business Loans, Business…
Categories: Financial Planning Consultants, Security Brokers & Dealers

Ubs Financial Services

Erie, PA 16501
(800) 356-4074
Categories: Financial Planning Consultants, Security Brokers & Dealers

Varzally Mark S

226 West 37th Street
Erie, PA 16508-2912
(814) 453-5272
Mark Varzally
Categories: Financial Planning Consultants

Vicary Insurance Agency

1652 West 8th Street
Erie, PA 16505-5042
(814) 459-3407 +view more
Richard Vicary (Owner)
Services: The Employee Benefits Experts , Group Insurance, Health, Life, Disability,…
Categories: Insurance Carriers, Financial Planning Consultants

Waddell & Reed

5473 Village Common Drive Suite 205
Erie, PA 16506-4961
(814) 864-1199
Jim Tracz (Manager)
Products: Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple…
Services: Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services,…
Categories: Financial Planning Consultants, Investments & Mutual Funds

Wedgewood Investors Inc

100 State Street
Erie, PA 16507-1452
(814) 456-3651
Daniel Teed (President)
Categories: Investment Services & Advisors, Investment Management Services

Wells Fargo Advisors

100 State Street
Erie, PA 16507-1452
(814) 453-5021
Barry Zembower (Vp)
Categories: Financial Services, Security Brokers & Dealers

Zehe Financial

519 Walnut Street
Erie, PA 16507-1238
(814) 874-3866
Allan Zehe (President)
Categories: Financial Planning Consultants
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