Erie, PA Financial Planner

( 2 Reviews )
David D Tofel - Financial Advisor, Ameriprise Financial Services, LLC Logo

David D Tofel - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1704 W 26th Street Erie, Pennsylvania 16508
David Tofel

Both of the reviews are fake by people I don’t know. I’ve tried contacting Google multiple times and they will not respond.

( 1 Reviews )
John Pulice - Associate Financial Advisor, Ameriprise Financial Services, LLC Logo

John Pulice - Associate Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1704 W 26th Street Erie, Pennsylvania 16508
David Tofel

Both of the reviews are fake by people I dont know. Ive tried contacting Google multiple times and they will not respond.

( 1 Reviews )
Kingdom Financial Group - Ameriprise Financial Services, LLC Logo

Kingdom Financial Group - Ameriprise Financial Services, LLC

Financial Planner

652 W 6th St Erie, Pennsylvania 16507
( 1 Reviews )
Terry Hokaj - Thrivent Logo

Terry Hokaj - Thrivent

Financial Planner

3800 W 12th St, Ste 105 Erie, Pennsylvania 16505
Debra Rogosky

Hw is great.

( 1 Reviews )
Voussoir Financial Partners - Ameriprise Financial Services, LLC Logo

Voussoir Financial Partners - Ameriprise Financial Services, LLC

Financial Planner

1704 W 26th Street Erie, Pennsylvania 16508
( 23 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

3939 W Ridge Rd Ste B8 # B7 Erie, Pennsylvania 16506
Jennifer Combs

I've worked here for 9 years and wish I had found it 10 years before. A solid, professional company that treats its agents and clients very well. Anyone that is hard work ... more

( 23 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

3939 W Ridge Rd Ste B8 # B7 Erie, Pennsylvania 16506
Lori Irwin

I have been a client of Bankers Life for a couple of years now. My story is I had an inherited IRA from my husband and I did not know what I could do with it or what nee ... more

( 23 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

3939 W Ridge Rd Ste B8 # B7 Erie, Pennsylvania 16506
david Irwin

I have been a Bankers Life Client for about 2 years now, and to honest I have not liked the insurance industry as personally I found that group to be too pushy. Now my w ... more

( 23 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

3939 W Ridge Rd Ste B8 # B7 Erie, Pennsylvania 16506
david Irwin

I have been a Bankers Life Client for about 2 years now, and to honest I have not liked the insurance industry as personally I found that group to be too pushy. Now my w ... more

( 3 Reviews )
TBAER Wealth Management Logo

TBAER Wealth Management

Financial Planner

208 E. Bayfront Pkwy Suite 202, Suite 202 Erie, PA 16507
Alexandra Eggler

Just ask the baers how they take care of their elderly clients.

( 0 Reviews )
Joshua Chiesa Logo

Joshua Chiesa

Financial Planner

3835 Peach Street Erie, Pennsylvania 16509
( 5 Reviews )
PNC Private Bank Logo

PNC Private Bank

Financial Planner

901 State Street Erie, Pennsylvania 16501
DJ Dobson

I have a credit card with this bank over 10 years because I have not used it they canceled and wreck my credit. what is wrong with banks nowdays. they love you up untill ... more

( 0 Reviews )
Brent Benedict - Financial Advisor, Ameriprise Financial Services, LLC Logo

Brent Benedict - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

652 W 6th St Erie, Pennsylvania 16507
( 42 Reviews )
Runstedler Life & Retirement Logo

Runstedler Life & Retirement

Insurance Broker, Financial Planner, Health Insurance Agency

4114 Peach St Erie, PA 16509
Rachael Fosco

Absolutely recommend Runstedler Life and Retirement for all your needs! I was specifically looking for life insurance and was completely clueless, but Ross and Tim made s ... more

( 1 Reviews )
West Advisory Group, Inc Logo

West Advisory Group, Inc

Financial Planner

Mary Beth Belczyk

Give awful advice and does not listen to the investor/client. We let them know our displeasure and my husband received a very rude message from Mr West asking us to pull ... more

( 0 Reviews )
Edward Jones - Financial Advisor: Jacob Fuller Logo

Edward Jones - Financial Advisor: Jacob Fuller

Financial Consultant, Finance Broker, Financial Audit

919 W 38th St Erie, PA 16508
( 0 Reviews )
Edward Jones - Financial Advisor: Corey Harper Logo

Edward Jones - Financial Advisor: Corey Harper

Financial Consultant, Finance Broker, Financial Audit

4538 Peach St Erie, PA 16509
( 0 Reviews )
Thomas Lucas - RBC Wealth Management Financial Advisor Logo

Thomas Lucas - RBC Wealth Management Financial Advisor

Financial Planner

300 State Street, Suite 101 Erie, Pennsylvania 16507
( 0 Reviews )
Mark Lucas - RBC Wealth Management Financial Advisor Logo

Mark Lucas - RBC Wealth Management Financial Advisor

Financial Planner

300 State Street, Suite 101 Erie, Pennsylvania 16507
( 0 Reviews )
Vince Kremer - Thrivent Logo

Vince Kremer - Thrivent

Financial Planner

3800 W 12th St, Ste 105 Erie, Pennsylvania 16505
( 0 Reviews )
Alexander Morgan - Associate Financial Advisor, Ameriprise Financial Services, LLC Logo

Alexander Morgan - Associate Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1704 W 26th Street Erie, Pennsylvania 16508
( 0 Reviews )
Abby Paslowski - Financial Advisor, Ameriprise Financial Services, LLC Logo

Abby Paslowski - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

652 W 6th St Erie, Pennsylvania 16507
( 0 Reviews )
Michael Vincent Sergi Jr - Financial Advisor, Ameriprise Financial Services, LLC Logo

Michael Vincent Sergi Jr - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1704 W 26th Street Erie, Pennsylvania 16508
( 0 Reviews )
John E Baker - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

John E Baker - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

652 W 6th St Erie, Pennsylvania 16507
( 0 Reviews )
Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC Logo

Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1704 W 26th Street Erie, Pennsylvania 16508
( 0 Reviews )
Benjamin Reiter - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Benjamin Reiter - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

652 W 6th St Erie, Pennsylvania 16507
( 0 Reviews )
Mark Tetuan - Financial Advisor, Ameriprise Financial Services, LLC Logo

Mark Tetuan - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1704 W 26th Street Erie, Pennsylvania 16508
( 0 Reviews )
Charles Caryl - RBC Wealth Management Financial Advisor Logo

Charles Caryl - RBC Wealth Management Financial Advisor

Financial Planner

300 State Street, Suite 101 Erie, Pennsylvania 16507
( 0 Reviews )
Micah Joel Bowers - Financial Advisor, Ameriprise Financial Services, LLC Logo

Micah Joel Bowers - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

652 W 6th St Erie, Pennsylvania 16507
( 0 Reviews )
Timothy Moore - Ameriprise Financial Services, LLC Logo

Timothy Moore - Ameriprise Financial Services, LLC

Financial Planner

1704 W 26th St Erie, PA 16508
( 0 Reviews )
Al Gesler - Thrivent Logo

Al Gesler - Thrivent

Financial Planner, Financial Consultant

3800 W 12th St Ste 105, Ste 105 Erie, PA 16505
( 1 Reviews )
Merrill Lynch Wealth Management Logo

Merrill Lynch Wealth Management

Investment Service, Financial Planner, Investment Service

510 Cranberry St Erie, PA 16507
Abigail Skinner

I met with Lauren Bauer - Very knowledgeable and excellent at clearly outlining my financial options, plus connecting me with resources. Highly recommended! I now have a ... more

( 2 Reviews )
White Oak Wealth Partners Logo

White Oak Wealth Partners

Financial Planner

100 State St Suite 503 Erie, PA 16507
( 1 Reviews )
HBK Sorce Financial Logo

HBK Sorce Financial

Financial Planner, Insurance Agency

235 W 6th St Erie, PA 16507
( 1 Reviews )
Waddell & Reed Logo

Waddell & Reed

Financial Planner

3303 W 26th St Erie, PA 16506
Oshra Vakil

Robert is extremely knowledgeable and very helpful. I highly recommend.

( 14 Reviews )
Equitable Advisors Logo

Equitable Advisors

Financial Planner

100 State St Suite 440 Erie, PA 16507
John

After being with them for a number of years and having moved on I have to say I couldn't be happier moving on. Retirement planning is basically nil in terms of projection ... more

( 2 Reviews )
Estate Solution Planners Logo

Estate Solution Planners

Financial Planner

8331 Edinboro Rd Erie, PA 16509
Office Enormis

Have been working with Bob Marlo and Sam for years!!! Great people and they are always available to handle things!

( 1 Reviews )
K2S, PC Logo

K2S, PC

Business To Business Service, Accountant, Accountant

3910 Caughey Rd # 210 Erie, PA 16506
( 3 Reviews )
Stoner Financial Management Logo

Stoner Financial Management

Financial Planner

410 Cranberry St # 340 Erie, PA 16507
Sue Payne

Stone Financial is always very helpful. Thank you Rob. I was able to set up access to my account.

( 1 Reviews )
Lincoln Financial Advisors Logo

Lincoln Financial Advisors

Financial Planner, Insurance Agency

1787 W 26th St Erie, PA 16508
( 8 Reviews )
Kress Financial Services Logo

Kress Financial Services

Financial Planner

2201-2205 W Grandview Blvd Erie, PA 16506
J B

Crazy, bizarre family operating a financial business with a "Karen" as an officer manager.

( 1 Reviews )
Scalise Financial Advisors Logo

Scalise Financial Advisors

Financial Planner

4021 W 12th St Erie, PA 16505
( 2 Reviews )
Flagship Diversified Investments Logo

Flagship Diversified Investments

Financial Planner

318 W 29th St Erie, PA 16508
Ron Pollard

Bruce has been my financial adviser for over 8 years and has managed my portfolio. He is an outstanding resource to understand your needs for retirement and to make grea ... more

( 0 Reviews )
Edward Jones - Financial Advisor: Darren Suroviec Logo

Edward Jones - Financial Advisor: Darren Suroviec

Financial Consultant, Finance Broker, Financial Audit

2701 Evanston Ave Erie, PA 16506
( 0 Reviews )
T.J. Faber, CFP - Financial Advisor Logo

T.J. Faber, CFP - Financial Advisor

Financial Planner

3939 W Ridge Rd Suite B30 Erie, PA 16506
( 0 Reviews )
John Pulice - Associate Financial Advisor, Ameriprise Financial Services, LLC Logo

John Pulice - Associate Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1704 W 26th St Erie, PA 16508
( 0 Reviews )
Generational Wealth Management Logo

Generational Wealth Management

Financial Planner

305 W 6th St Erie, PA 16507
( 7 Reviews )
Sesler Investment Services Logo

Sesler Investment Services

Financial Planner

4058 W Ridge Rd Erie, PA 16506
Anonymous

My sister sued him too. She rented a 2 bedroom on Black Berry Lane.. He kept her security deposit of almost 2200 dollars. She got it all back!! Those places are way overp ... more

( 0 Reviews )
Brent Benedict - Financial Advisor, Ameriprise Financial Services, LLC Logo

Brent Benedict - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

652 W 6th St Erie, PA 16507
( 0 Reviews )
Mark Lucas and Thomas Lucas Logo

Mark Lucas and Thomas Lucas

Financial Planner

300 State Street, Suite 101 Erie, Pennsylvania 16507
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