Please complete the form below or call (814) 897-2500 to request a complimentary, no obligation consultation. A member of the Erie Advisors team will then contact you to schedule your appointment.
Whether you're saving for your children's education, planning for your retirement or securing your family's financial future, you can depend on Erie Advisors to help you find strategies to address your long-term financial objectives.
Unlike some financial companies, our focus is on investment strategies and service. You can feel confident that you'll receive the same level of personal service together with the knowledge you need to make sound financial decisions.
Through LPL Financial, Erie Advisors offers a vast array of exceptional wealth management products and services including:
Chuck Molloy, LPL Financial Advisor.
Check the background of this investment professional on FINRA's BrokerCheck.
Whether it is a long term strategy, or just a portfolio check-up, Chuck will work with you to customize a strategy for your financial future. He is dedicated to building long-term, professional relationships and is a resource to help you pursue financial independence before retirement while balancing life along the way. By achieving this, you decide when and how you want to retire.
Chuck is now accepting appointments for a complimentary, no-obligation review of your financial health.
Dave Garres, LPL Financial Advisor.
Check the background of this investment professional on FINRA's BrokerCheck.
When you're making important decisions about your financial future, you want sound, personalized advice from someone who knows you well. Dave is committed to providing personalized strategies for each of his clients and their families. He can help you build a plan that’s right for your life, whether you’re just getting started, saving for your child’s education, saving for retirement or living in retirement. He is thoroughly committed to ensuring that you understand your overall financial situation in order to meet your needs and increase your financial confidence.
Dave is now accepting appointments for a complimentary, no-obligation review of your financial health.
Ansley Husted, Program Coordinator.
Ansley is passionate about building relationships with members and clients and assisting them with their financial needs. As Program Coordinator, she can assist members to schedule appointments with Dave and Chuck, as well as help with any program-related requests or questions.
Please contact us (814) 897-2500 or email Ansley Husted for more information.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Erie Federal Credit Union and Erie Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Erie Advisors, and may also be employees of Erie Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Erie Federal Credit Union or Erie Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
|---|---|---|---|
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
