FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

We Help Our Clients Retire With Dignity

Palmer Financial, LLC is a family-owned investment management firm serving families in Erie, PA. Our clients are hardworking Americans who have serious questions about how to achieve a comfortable retirement in today’s complex financial world.

We know that the money you have saved represents decades of saving, sacrifice, and prudent financial choices. Our goal is to help you get to that next financial level with dignity, confidence, and without excessive risk.


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Estimate how much you have the potential to earn during your working years.

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A presentation about managing money: using it, saving it, and even getting credit.

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Using smart management to get more of what you want and free up assets to invest.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Power of Compound Interest

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