Business Details
Trusted Financial & Insurance Services in Erie, PA
At Cornerstone Wealth Advisory & Insurance Services, we combine over 50 years of collective experience to deliver personalized financial and insurance solutions. Our team of professionals is dedicated to understanding each client's unique circumstances, goals, and family dynamics to create comprehensive strategies. We specialize in investment planning, asset protection, and insurance services tailored to both individuals and businesses. Our relationship-based approach ensures clients receive individualized attention, with a focus on organizing financial plans, simplifying accounts, and optimizing inheritance strategies. We are committed to excellence in service and maintaining the highest standards of professionalism.Our clients trust us to guide them through life's changes while safeguarding their financial future. We operate under strict registration requirements and maintain compliance with industry regulations. Our services are available to residents of the United States through properly licensed professionals. We believe the planner is just as important as the plan itself, offering ongoing support throughout our clients' financial journeys. This philosophy has established us as a trusted resource for comprehensive wealth advisory services.
Services
Investment Planning
Insurance Services
Retirement Strategies
Estate Planning
Business Protection
Asset Management
Risk Assessment
Financial Consultation
Wealth Advisory
Life Insurance
Highlights and features
- Our team has over 50 years of combined experience in financial services
- We provide personalized, relationship-based financial planning
- We offer comprehensive insurance coverage options for individuals and businesses
- Our approach focuses on organizing and simplifying complex financial situations
- We maintain strict compliance with industry regulations and licensing requirements
Associations and certifications
- FINRA
- SIPC
Services
Investment Planning
Our investment planning service creates customized strategies to help clients achieve financial goals. We conduct comprehensive assessments of current financial situations and develop step-by-step plans for retirement income, estate planning, and wealth preservation. Our team provides ongoing portfolio management and market analysis to ensure investments align with evolving life circumstances.
Insurance Services
We offer comprehensive insurance solutions to protect personal and business assets. Our services include auto, home, life, and commercial insurance coverage analysis. Our professionals help clients understand policy options, determine appropriate coverage amounts, and implement protection strategies that safeguard against financial risks while considering tax implications and long-term planning needs.
Business Protection
This service specializes in protecting business assets and income streams through tailored insurance solutions. We assess each business's unique risks and develop comprehensive coverage plans that include property protection, liability insurance, and business continuity planning. Our approach considers both immediate protection needs and long-term business succession planning requirements.
Estate Planning
Our estate planning service helps clients organize the transfer of assets to future generations. We coordinate with legal professionals to create strategies that minimize tax liabilities while ensuring wealth preservation. Services include inheritance planning, charitable donation strategies, and creating financial legacies that align with clients' personal values and family needs.
Financial Consultation
This advisory service provides comprehensive financial guidance for individuals and institutions. We help clients organize complex financial situations, simplify account structures, and develop long-term strategies. Our consultation includes cash flow analysis, education funding planning, and creating customized financial roadmaps that adapt to changing life circumstances and market conditions.
People
Patrick Geary
Wealth Advisor
With decades of financial services experience, Patrick specializes in creating personalized investment strategies. He focuses on helping clients achieve long-term financial security through comprehensive planning.
Kelly Gibson
Insurance Specialist
Kelly brings extensive expertise in risk management and insurance solutions. She helps clients protect their assets through tailored personal and commercial insurance strategies.
Alivia
Financial Planner
Alivia specializes in retirement planning and wealth preservation strategies. She works closely with clients to develop customized financial roadmaps aligned with their life goals.
Aaron
Investment Analyst
Aaron provides detailed market analysis and portfolio management support. He helps develop investment strategies that align with clients' risk tolerance and financial objectives.
Jenn
Client Services Director
Jenn oversees client relations and ensures seamless implementation of financial plans. She coordinates between advisors and clients to maintain exceptional service standards.
Questions
What investment services do you offer for individuals?
We provide personalized investment planning including retirement strategies, portfolio management, and wealth preservation techniques tailored to individual financial goals.
How do you approach insurance needs assessment?
We conduct comprehensive evaluations of personal and business assets to recommend appropriate coverage types and amounts that protect against financial risks.
What makes your financial planning different?
Our relationship-based approach focuses on understanding each client's unique circumstances and creating adaptable strategies that evolve with life changes.
Do you work with business owners specifically?
Yes, we specialize in business protection strategies, including commercial insurance and succession planning tailored to each company's unique needs.
How can I start working with your team?
Contact us at (814) 315-2000 to schedule a consultation where we'll discuss your financial situation and develop a customized plan.
What areas do you serve?
We provide services to residents across the United States through our properly licensed professionals.
