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. John M. Bongiovanni, CFP®
100 State St Ste 300
Erie, PA
Firm
Northwestern Mutual Financial Network

Data Provided by:
Mr. John Paul Stockard, CFP®
(814) 461-6056
510 Cranberry St
Erie, PA
Firm
MERRILL LYNCH, PIERCE, FENNER, & SMITH INC.
Areas of Specialization
Asset Allocation, Banking, Education Planning, Investment Management, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000

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



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

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

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

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. 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. Quinto F Ambrosetti, CFP®
(814) 459-1116
235 W 6th St
Erie, PA
Firm
HBKS Wealth Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. David L. Costa, CFP®
(814) 833-3360
127 W 6th St
Erie, PA
Firm
LPL

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