Angel Investor Erie PA

Angel Investor in Erie, PA. Find phone numbers, addresses and information about Angel Investor in Erie.

Mr. Robert D. Cullen, CFP®
501 E 38th St
Erie, PA
Firm
Mercyhurst University
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Life Planning, Life Transitions, Retirement Income Management

Data Provided by:
Mr. Jason P. Kuilman, CFP®
(814) 461-7206
100 State St Ste 101
Erie, PA
Firm
AXA Advisors
Areas of Specialization
Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Mr. John E. Baker, CFP®
(814) 836-5234
652 W 6th St
Erie, PA
Firm
Kingdom Financial Group, Inc.
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Christopher Neal Sorce, CFP®
(814) 459-1116
235 W 6th St
Erie, PA
Firm
HBKS Wealth Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Data Provided by:
Mrs. Deborah W. Murphy, CFP®
(814) 461-7010
100 State St
Erie, PA
Firm
UBS Financial Services Inc
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Investment Management, Investment Planning, Mortgages, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Kenneth D. Slaney, CFP®
(814) 871-5954
901 State St
Erie, PA
Firm
PNC Bank

Data Provided by:
Mr. Michael L. Divito, CFP®
(814) 461-7205
100 State Street Suite 101
Erie, PA
Firm
AXA Advisors, LLC
Areas of Specialization
Education Planning, Insurance Planning, Investment Planning, Life Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. John M. Bongiovanni, CFP®
100 State St Ste 300
Erie, PA
Firm
Northwestern Mutual Financial Network

Data Provided by:
Mr. Ryan Patrick Millimaci, CFP®
(814) 456-7503
711 State St
Erie, PA
Firm
First National Trust Company
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Benjamin E. Reiter, CFP®
(814) 836-5234
652 W 6th St
Erie, PA
Firm
Kingdom Financial Group INC.

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