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

Thomas Wise Bob is absolutely the best. An honest man who really looks out for his clients!

Susan Lynch CFS has been my bank for 25+ years and I can’t recommend them highly enough! I recently lost my husband and had a lot of information I needed, copies made etc. and the ladies working were happy to help me.

Pete Martinez Great wealth management company. Love working with my advisor Bill. He is extremely knowledgeable and is always looking after my investments like they are his own. Attention to detail is apparent, and their data software apps are easy to use. I would highly recommend!