Contact Us


100 State Street, Suite #201 Erie, PA 16507
P: 814-835-4551 F: 814-651-0805



Don't live near us?

That's OK! We meet with clients across the country by using web-based technology where you can view our computer screen. When working remotely with us you can discuss your finances in a relaxed environment, from the comfort of your home or office.


Benefits of working remotely with a financial planner:


Meet from the comfort of your home or office Flexible meeting times
Save time traveling Spouses can participate from different locations


You can fill out the form below and we will contact you as soon as possible.