Equitable Advisors - Erie (PA)

5 /5 Cody Regan: Sound financial advice tailored to your needs! Ive been working with this company for over a decade and they are easy to contact and set up meetings with. At the meeting you and your advisor set an investment plan based on YOUR needs. You tell them your goals and they work out a strategy to get you there. This company also recently helped my parents retire and helped set them up financially so the transition was easy. I would highly recommend Equitable to anyone on their financial journey. It doesnt matter if you are just starting to invest or are transitioning into a more conservative approach as you near retirement. These guys will take care of you.

5 /5 Rachelle Wolf: I have been working with my advisor Nathan Miller for a couple of years. It has been a great overall experience. Nathan has made sure my retirement is on track. He has also given me an awesome education on how taxes work with different investment options. I have seen a significant growth in my retirement portfolio. Call Equitable and ask for Nathan Miller today.

5 /5 Andrew Lewis: Extremely caring and knowledgable group. I have personally met multiple advisors from this branch and have never had a bad or even sub par experience. Would highly recommend this branch to anyone, they truly take the time to get to know you, your needs and your goals.

5 /5 Ethan Sacco: Albert helped me understand the best plan for my current financial situation while hoping to grow a nest egg for my future. After 1.5 years, I can say his advice paired with the rest of the equitable team helped me understand and begin achieving this goal.

5 /5 Cody Artise: I have worked with my advisor for years and have always had a great experience. They are attentive and always responsive when I have questions. Nothing but great experiences with this firm! Easy to set up appointments with my advisor and he’s always available when I want to discuss any future planning.