RBC Wealth Management Branch - Erie - Erie (PA)

Rebecca Osorio Joan was very personable and friendly! Made the process for my son opening his account very smooth and easy. Thanks for great customer service!

Shirley Weakland Dana and Jen were wonderful! They were very professional and made the process easy for me!!!

Denny Field I have been getting my taxes done here for years... They are very efficient and extremely thorough !!!!! Very friendly and accommodating staff.....

Don Pablo I feel I am being ignored when all I want is an update on my case and why I didnt have the phone interview I was supposed to have. I may have messed up my case, but I have left 2 voicemails to my caseworker and not a peep so far. Not to mention the garbage app that if it was a house of cards would have been made out of wet mud. And our taxes go to pay for this mistreatment.

Sarah Anzalone Great service, highly professional and responsive staff that priortized my convenience. Susan Jaynes was able to thoroughly explain and create an HSA for me in record time, remotely. I am still impressed with how easy the experience was!

Amanda A Working with Guardian Planners has been a truly refreshing experience. Their focus on Tactical Asset Management sets them apart in a field often dominated by automated, passive approaches. What I appreciate most is their hands-on approach to portfolio management, which prioritizes not just chasing gains, but actively avoiding major losses. This strategy gives clients a sense of security, knowing their investments are constantly being adjusted based on real-time market conditions. Charles W. Johnson and his team are highly professional, transparent, and always eager to provide clear, actionable insights. If youre looking for a financial advisor that values both growth and protection, Guardian Planners is a standout choice.