I.m.s. Wealth Management, Llc - Erie (PA)

CoDy Smith Very easy to work with Carla had everything completed quickly.

Jackie Beem Chris is an experienced financial advisor who is passionate about his work. He has maintained a personal relationship with me and inspires a real sense of confidence and trust. Because he has taken time to get to know me well, he is able to take a holistic approach when considering options for my financial plan. Chris has a deep knowledge of financial concepts and encourages spending time with me throughout the year to keep me updated and answer my questions. I have recommended Chris’s services to family and friends, all of whom are very satisfied.

Pierce Giancaterino Stephen takes a very hands on, caring approach to the advising process and has a wealth of knowledge and experience to boot. Compared to most advisors, he certainly goes the extra mile to give you a personalized experience and makes you feel as though you are his only client, if not a friend. He is extremely down to earth as well, putting relationships ahead of profits. I would 100% recommend to anyone that is serious about their financial future and retirement. Stephen will get you to where you want to go.