Roland Financial Wealth Management - Erie (PA)

5 /5 Connie Bootz: I value the knowledge and expertise of Roland Financial and Wealth Management. Their service is personalized to the unique needs of each client’s goals. I like that the information is shared in easy to understand language and I can ask questions at every step of the process. Regular emails help keep me informed and on top of financial information I need to know. I believe you’ll benefit from a relationship with Roland too.

5 /5 Wallace Knox: Roland is the consummate professional who always puts his clients first. Above all, he listens, and in doing so, his clients goals become his goals. His integrity and wealth of knowledge enable him to communicate effectively by making complex concepts easy to understand. I recommend Roland wholeheartedly.

5 /5 Brian Hammer: We have had a great experience working with everyone at Roland Financial. They really take the time to learn your expectations and explain the best options, always with your best interest in mind. Jim stays in touch, keeping us informed of market changes, and provides us with opportunities to help reach our retirement goals. Having Roland and the team manage our retirement plans has been a pleasure, removing all the stress.

5 /5 Scott Schlosser: The whole team at Roland Financial has been great to work with since day 1. I looked at several Financial Advisors and never felt real comfortable with any of them until we met Roland and Jim. They take the time to listen to your needs and make sure you understand how they can best help you no matter how long it takes. If you ever need to talk to them they are always available. The whole team makes you feel like part of their family. I highly recommend them for any of your financial needs.

5 /5 Niken Carpenter: I got a chance to get to know Roland and Leah of Roland Financial several years ago from my husband. They’re professional, courteous and definitely know what they’re doing. Most of all, I really loved the way they treated me. They made me feel heard and valued which I deeply appreciate.