RBC Wealth Management Branch - Erie - Erie (PA)

Aaron Stull I recommend PWA Wealth Management and Keith Biskup.

AznSouljas wonderful services! provided life insurance for me and my whole family with such great care! you can really feel the time and care they put into their clients!

Charles Alexander Roffman Miller are financial advisors that are fiduciaries. Unlike insurance agents and stock brokers, fiduciaries must put you first. Insurance agents and stock brokers only have to provide "suitable" advice (whatever that means). They can sell you high commission products, trade frequently, etc. We have been extremely happy with Roffman Miller who have been managing our money since before I retired in 2015.

J S As long as the library is closed to the general public it only gets 1 star. Zero if I could.

Thomas Gunton We have been working with Rich, Rachel and her team for over 10 years, and I cant recommend them highly enough. Their comprehensive approach to financial planning has provided us with peace of mind, knowing every aspect of our financial future is being carefully considered. They are proactive in their communication, always keeping us informed, and incredibly responsive whenever we need them. One of the greatest advantages of working with them is their broader network in financial services, which has led to several high-quality introductions for things like insurance and tax accountants. This team truly goes above and beyond!

Doreen Crawford Outstanding personalized service! Carla is so knowledgeable, and patient. She was sure to review all options thoroughly to enable me to make the best decisions to attain my personal financial goals. I cannot say enough good things about her positive and personalized approach. I never felt rushed to make a decision and she spent an extraordinary amount of time with me to be sure I felt confident in my decisions. She is an absolute rare gem in her field!

Herb Griffin I was having a tough time getting started on building my credit back up. They were there to help. Was able to get a loan so I can start my credit build up.

Abby Chase He is absolutely the best! I could not ask for better! He is extremely helpful in so many ways financially. I would highly recommend!