Financial Services - Top 5 Companies Erie PA

Financial Services - Top 5 Companies in Erie, PA. Find phone numbers, addresses and information about Financial Services - Top 5 Companies 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. Charles D. Harris, CFP®
(814) 871-9494
901 State St
Erie, PA
Firm
PNC Private Bank

Data Provided by:
Mr. Jeffrey J. Szumigale, CFP®
(814) 871-9306
901 State St
Erie, PA
Firm
PNC Advisors

Data Provided by:
Mr. John K. Hodges, CFP®
(814) 871-9430
901 State St
Erie, PA
Firm
PNC Wealth Management Group

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:
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. Franklin L. Rogers, CFP®
(814) 871-9159
901 State St
Erie, PA
Firm
PNC INVESTMENTS

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Mr. Gregory J. Sorce, CFP®
(814) 459-1116
235 W 6th St
Erie, PA
Firm
HBKS Wealth Advisors

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

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Mr. Joseph V. Schember, CFP®
(814) 871-9296
PO Box 8480
Erie, PA
Firm
PNC Bank

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