Keywords: Financial legacy financial consulting services pa

Legacy Financial Consulting Services - Erie (PA)

Address: 🏡 127 W 6th St, Erie, PA 16501, USA
Phone : +1 (814) 833-3360
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJJRw__yB_MogR3DnFUrUTHQE
#Pennsylvania

Coordinated Wealth - Easton

Wendy Davis My husband is approaching retirement and, as most people do, felt the need to make sure all of our financial ducks were in a row. We had not had good experiences in the past with financial advisors and needed to talk to someone that we felt we could trust. Enter Louie Tita. From the beginning, Lou went above and beyond to explain things and help us feel comfortable. He has been an incredible resource and has tremendously put our minds at ease about our financial situation and retirement. He is not just an advisor, he truly cares about the people that he works with and that caring is matched by his level of experience and expertise. We would highly recommend Lou to anyone looking for advise in the areas of finance and insurance!!!
5 /5
american express pa

American Express - Franklin

win fredy Good
4 /5

Audacity Social Work Consultants - Coatesville

Britt Robinson I was nervous about the whole thing bad anxiety lol. They made everything so easy for me. I recommend them to anyone who needs help.
5 /5

Wilmington Trust - York

James Johnson Very professional and friendly. Attention to details.
5 /5

uFinancial Group - Lancaster

Derek Bryant Very knowledgeable and have helped my family get the planning weve wanted to plan for our childrens education as well as our retirement. Big thanks to Jeff Emrich for his efforts.
5 /5

Merrill Lynch Wealth Management - Erie

Marina Pappas Ive had an exceptional experience with John Stockard and his wealth management team. Right from the beginning, their professionalism and expertise were evident. Johns team excels in communication, transparency, and providing regular updates, which instills confidence and peace of mind. Their personalized approach is particularly impressive. Overall, John and his team have delivered outstanding service, surpassing the standard of typical wealth management offices. I wholeheartedly recommend them to anyone in search of top-tier wealth management and caring professionals who truly dedicate themselves to doing an exceptional job!
5 /5