Our Financial Advisors have been serving the Wealth Management needs of the Erie region for over fifty years. Our office is located in downtown Erie, overlooking the beautiful Presque Isle bayfront. The commitment of our employees to our region includes their volunteer time and charitable gifts to such worthwhile organizations as: A.N.N.A. Shelter, Crime Victim Center of Erie County, Erie Philharmonic, Humane Society of NWPA, LECOM Student Scholarship Fund, Martin Luther King Day Care Center, National Multiple Sclerosis Society, Western Pennsylvania Chapter, Safe Harbor Behavioral Health, Sarah Reed Children's Center, Second Harvest Food Bank of NWPA and United Way of Erie County.