Find the Best 18 Finance services in Erie, PA (Part 2)

Thomas Harmon George Kramer is an honest and trustworthy wealth management advisor

Judy Kirkpatrick Knowledgeable. Michael Jones has become one of my friends. Judy K.

Susie D Charlie is a thoughtful, well informed agent who listens and genuinely cares about your goals and needs.

Bryan Dunn Been with AFS for 8 years. One of the best tax preparers around Erie PA. I would recommend his service at all levels: Individual and Corporate. Very understanding man, and by the way he makes sure you get a lot of that money back and charges way less than his next door neighbor (HR Crook...lol.)

Debbie White I was beyond impressed with everyone that recently helped me with my loan approval. Everyone that worked with me were very professional and answered every question I had. They worked extremely hard to make the transaction go through quickly, which was a plus for me. I will definitely be referring One Main Financial to friends and family in the future.

Kyleah Waddell John, at Lendio was very helpful throughout the application process for the PPP loan. He responded in a timely fashion, followed up with me, and kept me informed. He helped alleviate concerns I had. He was really helpful in getting my small business the funds it needed! Thank You John!!

Ирина Сербина Ryan was super helpful, friendly and knowledgeable! He made the process of getting insurance super easy. I would recommend everyone his services, also such positive and caring energy! Thank you Ryan for taking your time and for your kindness!

Cody Regan Sound financial advice tailored to your needs! Ive been working with this company for over a decade and they are easy to contact and set up meetings with. At the meeting you and your advisor set an investment plan based on YOUR needs. You tell them your goals and they work out a strategy to get you there. This company also recently helped my parents retire and helped set them up financially so the transition was easy. I would highly recommend Equitable to anyone on their financial journey. It doesnt matter if you are just starting to invest or are transitioning into a more conservative approach as you near retirement. These guys will take care of you.

John Wilson My wife and I have been very happy with Mike Nedreski and the staff at White Oak Wealth Partners. Mike has looked after our investments for over thirty years. He has set us up into a sound investment program that aided us in putting our three children through college and establishing our investment program for retirement along with a very good the Long Term Care insurance program. The personal attention Mike, Amy, Tiffany and Travis always give to the concerns we may have over our investments is much appreciated . My wife and I highly recommend Mike and his White Oak team!

Dale Huntley Excellent financial advice. Very responsive to client inquiries. Affiliation with Schwab is a plus.

Brittani Kafferlin They handled my grandparents investments and I have kept them with them since I inherited some. They are wonderful to work with, always make time for you and listen to every question and concern. I couldnt be happier

Marsha Chesbro Very nice. I had to cancel my appointment because I injured my back.

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!

James Ohrn Professional, full service provider

Christine Lorraine Morgan Attended a financial seminar headed by Thomas and Michael Baer with a group of friends. It was enlightening and insightful, and we got the impression that they really look out for their clients. Afterward, all of my questions regarding Roth investments were answered in great detail. A very enjoyable learning experience.