Find the Certified Financial Planner™
Who's right for you.

Michael V. Sergi, Jr., CFP®, CRPC

Ameriprise Financial Services, Inc.

1704 W 26th St
Erie, PA 16508-1234
Phone: (814) 456-7018 x24
Fax: (814) 480-8100

Toll-free: (800) 536-8545 x24

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.