Home › Business Search › Pennsylvania › Erie › Financial Planner

Best Financial Planners in Erie, Pennsylvania

6 businesses
Filters
Business type
Location
6 listings
Clear all
Pennsylvania×Erie×Financial Planner×Clear All

Claimed listings first, then by BizScore. How we score

6Financial Planners scored in Erie
58Average BizScore
67Top BizScore
17%AI Visibility 50 or higher
71Average SEO score
4.9Average Google rating (6 rated)

Top Financial Planners in Erie

Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business

Showing 1-6 of 6 Financial Planners listings in Erie, PA · page 1 of 1

#1Evident Financial

5.0 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Evident Financial website

Score breakdown

AI Visibility54
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Erie, Pennsylvania
  • (814) 425-5182
  • evidentfinancial.com

Evident Financial is a Financial Planner in Erie, PA. The firm provides investment management and comprehensive financial planning for individuals and retirement‑plan sponsors, including employer 401(k) plans. Services listed on its site include creating...

Category rank by BizScore: #1 of 15 Financial Planner listings in ErieScores updated Jun 7, 2026

#2Kress Financial Services

5.0 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Kress Financial Services website

Score breakdown

AI Visibility49
AI Ready-
SEO82
Freshness-
  • Financial Planner
  • Erie, Pennsylvania
  • (814) 866-5737
  • fleet.kress.com
Category rank by BizScore: #2 of 15 Financial Planner listings in ErieScores updated Sep 23, 2026

#3Equitable Advisors of Erie

4.6 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Equitable Advisors of Erie website

Score breakdown

AI Visibility33
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • Erie, Pennsylvania
  • (814) 461-7200
  • equitable.com

Equitable Advisors of Erie is a financial planner in Erie, PA. The firm provides financial planning information and services for individuals, financial professionals, brokers, and employers. Their offerings include workplace solutions, strategies for...

Category rank by BizScore: #7 of 15 Financial Planner listings in ErieScores updated Sep 16, 2026

#4Roland Financial Wealth Management

4.9 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Roland Financial Wealth Management website

Score breakdown

AI Visibility34
AI Ready77
SEO70
Freshness80
  • Financial Planner
  • Erie, Pennsylvania
  • (814) 833-2999
  • rolandfinancial.com
Category rank by BizScore: #9 of 15 Financial Planner listings in ErieScores updated Sep 16, 2026

#5Merrill Lynch Wealth Management of Erie

5.0 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Merrill Lynch Wealth Management of Erie website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Erie, Pennsylvania
  • (814) 461-6008
  • mymerrill.com

Merrill Lynch Wealth Management of Erie: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #11 of 15 Financial Planner listings in ErieScores updated Sep 22, 2026

#6HBKS Wealth Advisors

4.8 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
HBKS Wealth Advisors website

Score breakdown

AI Visibility42
AI Ready-
SEO46
Freshness-
  • Financial Planner
  • Erie, Pennsylvania
  • (814) 836-5776
  • hbkswealth.com
Category rank by BizScore: #5 of 15 Financial Planner listings in ErieScores updated Oct 24, 2026
Is this your business? Claim your free listing →

What the Data Shows for Financial Planners in Erie

17% of the 6 financial planners we measured in Erie reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 41, compared with an average SEO score of 71.

The average Google rating across 6 rated financial planners is 4.9.

None of the 6 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 24, 2026. What each score measures: How We Score.

BizScoreAI compares 6 financial planners in Erie, Pennsylvania by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Erie ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Erie, Pennsylvania does BizScoreAI track?

6 financial planners in Erie currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 67.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 17% of measured financial planners in Erie score 50 or higher.

Is being listed free?

Yes. Every financial planner in Erie is listed and scored for free, and claiming a listing is free too.