Top 15 Financial Advisors in Erie, PA

Muffi Hurta A wonderful family run business. Each one is great to work with. They have managed my retirement $ well. They pay attention to details and establish a personal touch. I even get a call from Dan every year on my birthday! Excellent customer service!!!

Dave Campbell I have been a customer of Widget and GE Federal Credit Union for 21 years. My branch Manager Josiah treated me like the valued customer that I have always felt like I was at Widget. If you are reading this, Josiah and the Buffalo Road branch of Widget is your best bet for fair loans , mortgages and lines of credit. Widget is my ONLY choice for future financial needs.

Ryan P My past few visits to the lobby have been good. Michael Parks and Alisa Burgos did a fantastic job getting me situated at Widget, and I am happy with their professionalism and customer service with opening both my accounts.

Bond Monee I’ve been working with this company for over 2 years now and no other Provider has been more consistent. The main thing I love is that I have a live rep I can call or text if any issues with a line posting but they as always on top of everything and make sure all lines post. The customer service is excellent!! I had nothing but great experience with BNB and my rep Dave! Thanks guys keep killing it

A.J MIC This is the former GE credit union , that was refurbished and modernized wheelchair Accesible , drive thru , drive/walk up ATM . Fun fact where the ATM is currently used to a McDonalds between the ATM and property line of bar next door .

Connie Bootz I value the knowledge and expertise of Roland Financial and Wealth Management. Their service is personalized to the unique needs of each client’s goals. I like that the information is shared in easy to understand language and I can ask questions at every step of the process. Regular emails help keep me informed and on top of financial information I need to know. I believe you’ll benefit from a relationship with Roland too.

John Cooney I have had Ludens do my taxes for many years and they have been the best!

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

L C Gabriel Gallagher helped me with my 401k rollover. He places a high importance on clear communication and expectations. Glad to have him and on my team!

Rebecca Wolfe Staff were helpful and polite. They made it an easy and comfortable experience. However...I later got a mailed ad offering me a higher amount than I was allowed when I actually took out the loan renewal.

Byronjoel Barko Holiday finance services have open me huge door in my life I’ve been a victim of identity theft that is something difficult to deal with really difficult and this is the best quality professional service that open me huge doors in my future and I’m really appreciated with Holiday Financial Services I’m Erie pa thank you for the opportunity And happy to say that I am happy with all the services holiday finance provides thank you

Terrance Flanagan Very informative and helpful advice for investing.

Susie D Charlie is a thoughtful, well informed agent who listens and genuinely cares about your goals and needs.

Judy Kirkpatrick Knowledgeable. Michael Jones has become one of my friends. Judy K.

Bryan Dunn Been with AFS for 8 years. One of the best tax preparers around Erie PA. I would recommend his service at all levels: Individual and Corporate. Very understanding man, and by the way he makes sure you get a lot of that money back and charges way less than his next door neighbor (HR Crook...lol.)