Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Tina M. Piotrowicz, CRC®
Financial Advisor
(814) 455-1976
Guiding You Towards a Comfortable Retirement
Tina Piotrowicz is a Certified Retirement Counselor®, who is fiercely committed to guiding single and married, professional women, as well as retirees and pre-retirees who are ready to gain control of their financial situation. Who, also, want to be assured they will not run out of money and become homeless and instead, live comfortably now and in retirement.
If you are looking for a proven professional who can guide you to address these and other financial concerns, you've come to the right place. With over 22 years of experience working with amazing clients with similar worries and concerns and guiding them to achieve remarkable success, Tina’s mission and commitment are to understand your situation and put you at ease knowing you are talking with a caring and compassionate adviser licensed since 2002.
Tina is Life, Health, and Annuity licensed in the states of PA, AL, CA, NY, OH, VA, TX holding Series 6, 63, 7, and Advisory licenses in various states. Tina's skills also include over 35 years of income tax preparation of which this expertise is applied to clients' financial planning where applicable.
Getting to know Tina
I have lived in the Erie area my entire life. My husband, Dave and I, have been married since 1978, and have two adult children and three grandsons. Together, we have experienced many of life’s adventures. One of them surrounded medical issues. Several years ago, my husband was diagnosed with heart disease. It soon became apparent he would need a heart transplant. Since that miracle, we have been paying it forward by being volunteers with CORE - Center for Organ Recovery and Education. Another organization that is dear to us is the Cursillo Movement of the Diocese of Erie. This is a Christian organization aimed at enriching a person’s faith life. Our warm weather is a few short months so we enjoy many outdoor concerts on Presque Isle beaches and the City of Erie bay, and walk along numerous trails in our area.
I was born into this world weighing 2 lbs. 7 oz. at a time when NICUs didn't exist. I have persevered through life's challenges and I will help you overcome your retirement planning obstacles.
I look forward to working with you and assisting you in making informed decisions for your individual or company retirement plan, the best decision for you or your company and employees.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.