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
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Glossary of Scam Terms
A helpful glossary of current scams.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
View all articles 
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
View all calculators
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When Markets React
When markets shift, experienced investors stick to their strategy.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Saving for College 101
Here's a crash course on saving for college.