Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
A financial advisor since 1982, Greg continues to provide expert advise to his clients. A lifelong Erie resident, Greg lives in Fairview, PA with his wife Sue. Together they have three children and three grandchildren. Greg is an...
Mr. Reim holds the professional designation of Chartered Financial Analyst. He has more than 25 years of experience providing financial and retirement planning for individuals, businesses, and pension plans. Jim spent 11 years with...
Since 1986, Jeff has been providing financial advice to hundreds of individuals and families, retirees, business owners, professionals, and affluent individuals. His commitment is to build long-term client/advisor relationships and to...
Marian has more than 30 years experience in client relationship services and office management. At The Investment Center of Erie, Marian is responsible for providing customer service and assisting with the day-to-day servicing of...
Rick Chiesa has worked with Jim Reim since he opened the Investment Center of Erie in 2009, providing client service and information