Beyond investments A plan for all your goals

From left to right:
Front Row: Mark Murphy, Paul Hakel, Mark Holcomb, Deborah Murphy Back Row: Ericca Mallory, Gail Robinson, Robert Fabrizio, Sandra Williams, Carol Picheco, Timothy Trott

Erie, PA Branch Office






100 State Street
Fourth Floor, Suite 460
Erie, PA 16507

Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan to make sure that all of your assets are working toward helping you achieve what matters most. We are well-positioned with advice and solutions that look beyond investing. Our priority is helping you meet all of your financial goals.


Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
Investor optimism is up, a new presidential administration is in place and the Dow has passed 20,000. What can investors expect moving forward, and how should you position your portfolio? (Filmed on January 30, 2017).

Art Cashin on the markets

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