Kress Financial Services Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Kress Financial Services is a small financial services firm based in Erie, Pennsylvania, offering comprehensive financial planning with a focus on investment management as well as life and long-term care insurance products. With a tenure of over three decades, the firm serves clients in the Erie area, emphasizing tailored strategies that address individual financial goals and circumstances. The practice maintains relationships with multiple mutual fund and insurance providers to craft personalized solutions that align with clients’ priorities and provide a sense of fiduciary assurance. Securities and investments advisory services are offered through Osaic Wealth, Inc., indicating a structured framework for regulated advisory activity. The organization operates in a regulatory environment typical of independent financial planning groups and serves a small team in the local market, positioning itself as a locally focused partner for families seeking ongoing financial guidance.

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