Experience The Investment Center of Erie
Our goal at The Investment Center of Erie is to be your most trusted advisor providing personalized financial planning and wealth management services, while maintaining a commitment to excellence in serving you. Whether you’re an investor just starting your career or are nearing retirement — we can help you address your most pressing money questions. Our first priority is your overall financial success.
At The Investment Center of Erie, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. With our extensive resources and comprehensive wealth management services, we can help keep you moving forward through each stage of your wealth management plan. We function in a totally unbiased atmosphere where the only factor in our decision-making is what is best for you.
Helpful Content
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Compare different mortgage term lengths side by side to find the option that fits your budget.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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Learn more about women taking control of their finances with this infographic.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Saving for College 101
Here's a crash course on saving for college.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?