Money management in Erie, PA

Our Services

Our Services

Versatile Financial Services in Erie, PA

NWPA Financiall offers a variety of financial services in Erie, PA, focused on assisting you with money management. We partner with you in evaluating your financial circumstances, needs and objectives, customize the appropriate strategies to suit your vision of your financial future so that at the “end of this day” you will feel confident and secure about your direction and meeting your financial need

We can help you execute a sound financial program utilizing the following products and services:

Financial Planning

Well-financed futures don’t happen by accident. Our team knows how to explore all your options when it comes to storing up funds and making the most of your retirement strategies. Whether you need help with the day-to-day aspects of fiscal responsibility or a long-term, big-picture plan, turn to us for support that’s tailored to your unique needs. Our forward-thinking programs include options like:

  • Money Management
  • Retirement Planning
  • College Planning
  • 401(k) planning

Investments

Contrary to popular belief, the best way to spend extra money isn’t to avoid spending it at all. Instead, let your spare cash earn wealth for your future with smart investments. Our financial services feature a wide range of available advice and insight into the world of funds, annuities, and IRA’s.

Though complex in theory, approaching these investing choices with help from one of our experts allows you to navigate risks with confidence and work toward a healthy portfolio of assets that creates new opportunities--for you, your children, and others. Let us guide you toward the best strategies for success. From choosing the right kind of investment for your situation to evaluating how well your current plan lines up with your financial goals, we make the process simple when it comes to:

  • Mutual Funds
  • Variable Annuities
  • SEP IRA`s
  • Simple IRA`s
  • Education IRA`s
  • Roth IRA`s
  • Traditional IRA`s
  • 529 College Plans

Insurance

You can’t plan for every situation. That doesn’t mean you have to live with the anxiety of uncertainty. We help you stay prepared for any eventuality with comprehensive coverage, including:

  • Fixed Annuites
  • Index Annuities
  • Life
  • Long Term Care
  • Disability Income

Contact us today to learn more about any of our available programs. We proudly serve Erie, PA, and the surrounding areas.

 Securities offered through Packerland Brokerage Services,Inc., an unaffiliated entity, MemberFINRA & SIPC

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