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ERIEBANK Investment Advisors
We want you to make the most of your financial resources. You've worked hard for your money. No matter where you find yourself in life, putting kids through college, starting your retirement fund, or maybe your retirement years aren’t as far away as they once were. You certainly don't want it to be a struggle, and you don't want to have to rely on social security benefits to get you through.
Products and Services Available
Fortunately, we can help. To assist you with planning your financial strategy, ERIEBANK has formed a service agreement with Securities America, Inc., Member FINRA/SIPC. Through this service agreement, you have access to a full range of financial options, including financial needs analysis, mutual funds, annuities, life insurance and more.
Registered Representative Bill Vitron, and Financial Advisors Barbara Macks, Larry Morton and Josh Miller are available to help you understand your financial options or answer questions about how your investments are performing. They is also prepared to assist in tailoring a program designed to help meet your individual retirement goals, whether you're looking for income, tax savings, growth opportunities, or all of the above. As your financial situation changes, Bill and Larry can also help you review your portfolio and suggest areas that may need adjustment.
It's important to make the right decision with the money you've worked so hard to save. We can help you plan for your retirement. Together we can help you work toward your financial goals.
- Equities and Fixed-Income Securities
- Mutual Funds
- Fixed and Variable Annuities
- Life Insurance
- IRAs and IRA Rollovers
- 401(k) and 403(b) Rollovers
- Pension Rollovers
- Business Retirement Plans
- College Investment Programs
- Comprehensive Financial Analysis
- Portfolio Review
- Initial investment evaluations of existing securities
- Design of portfolios and asset allocation
It's easy to arrange a confidential financial review. Ask your branch office about setting up an appointment, or contact your advisor directly:
Barbara Macks, AVP/EBIA
Larry Morton, VP/EBIA
Bill Vitron, VP/EBIA
Josh Miller, VP/EBIA
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Securities America, Inc. registered representatives may only conduct business with residents of the states for which they are properly registered.
Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Bill Vitron, Larry Morton, Registered Representatives. Advisory services offered through Securities America, Inc. Larry Morton, Investment Advisor Representative. Securities America is unaffiliated with all entities named. Securities licensed in PA, OH, FL, NY, NC, SC, MD, VA, CA, IA, MO.
|NOT FDIC INSURED
||NOT BANK GUARANTEED
||MAY LOSE VALUE
||NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY
||NOT A BANK DEPOSIT