Roland Financial Wealth Management

Roland Financial Wealth Management is a retirement planning firm in Erie, Pennsylvania, that builds comprehensive plans around each client's goals and timeline. Its work combines investment advice with insurance products, including annuities, life insurance, long-term care plans and Medicare guidance, along with IRA and 401(k) rollovers, retirement income streams and tax-efficient strategies.

The process starts with a conversation about your situation and goals, followed by a plan developed with the full team and regular check-ins to adjust it as needed. Advisory services are offered through the firm's Pennsylvania investment advisor entity, and insurance products through an affiliated company. Free guides on topics like Social Security, taxes and long-term care can be downloaded from the website. The firm serves clients in Erie and the surrounding area.