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Your service helped us connect with Brian who had clients similar to our situation.
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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.
| Qualified Financial Advisors in Erie, Pennsylvania | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Gilles Mulard
CRPC® MULARD WEALTH MANAGEMENT 2820 West 23rd Street, Suite 204 & 205, Erie, PA 16506 |
Not Disclosed | Not Specified | 100K+ | Fee-Based |
Qualifications
CRD# 4987956
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2820 West 23rd Street,
Suite 204 & 205,
Erie,
PA
16506
Phone Number
814-520-5511
Gilles R. Mulard, CRPC® is currently a Financial Advisor with LPL, and had been a Financial Advisor with Waddell & Reed since March 2012, and is associated with the financial industry since 2005. He is an alumnus of the Cornell and Essec business school, and has earned the Charted Retirement Plan Counselor® designation and licensed to handle Long-Term Care.
Gilles concentrates his practice and on-going advice in the areas of long-term planning, Individual securities valuations and insurance. Gilles also works with individuals, families, and small business owners in other areas that affect their financial well-being.
Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. How do we do this? By working closely with you throughout all of life's stages. From buying your first home to planning for your newborn's college education, from deciding how to take your retirement distributions to planning your estate, we'll be there every step of the way, listening, planning and advising. Also located at 403 Downing Drive, Chardon, OH 44024
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Top Financial Advisor Firms in Erie, Pennsylvania (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| HBKS WEALTH ADVISORS
Zuck Road Office Park , 5121 Zuck Road, Erie, PA 16506 |
$5,341,129,116 | 14644 |
A percentage of AUM Hourly charges Fixed fees |
| BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
1250 Tower Lane , Suite 101, Erie, PA 16505 |
$330,586,159 | 460 |
A percentage of AUM Hourly charges Fixed fees |
| WEDGEWOOD INVESTORS INC
100 State Street, Suite 506, Erie, PA 16507-1466 |
$216,242,677 | 288 |
A percentage of AUM |
| ROBBINS WEALTH MANAGEMENT
3939 West Ridge Road , Suite C2, Erie, PA 16506-1887 |
$181,764,246 | 360 |
A percentage of AUM Hourly charges Fixed fees |
| PARK SHORE PARTNERS LLC
5121 Zuck Road, Erie, PA 16506 |
$104,728,567 | 2 |
A percentage of AUM Performance Based |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Abby Paslowski Inquire with Abby |
652 W 6th St, Erie, PA 16507 | 814-836-5234 |
| Benjamin Reiter Inquire with Benjamin |
652 W 6th St, Erie, PA 16507 | 814-836-5234 |
| Kingdom Financial Group Inquire with Kingdom |
652 W 6th St, Erie, PA 16507 | 814-836-5234 |
| Michael Vincent Sergi Jr Inquire with Michael |
1704 W 26th St, Erie, PA 16508 | 814-456-7018 |
| John E Baker Inquire with John |
652 W 6th St, Erie, PA 16507 | 814-836-5234 |
| Timothy Moore Inquire with Timothy |
1704 W 26th St, Erie, PA 16508 | 814-456-7018 |
| David D Tofel Inquire with David |
1704 W 26th St, Erie, PA 16508 | 814-456-7018 |
| TBAER Wealth Management Inquire with TBAER |
208 E. Bayfront Pkwy, Suite 202, Erie, PA 16507 | 814-459-6669 |
| Carl J. Rimer Inquire with Carl |
100 State Street, Ste 430, Erie, PA 16507 | 814-871-1865 |
| Allstate Personal Financial Representative: Jonathan Rees Inquire with Allstate |
3309 Liberty St, Ste 1188, Erie, PA 16508 | 814-868-9800 |
Grow your AUM with pre-qualified leads!
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