One-Up Financial is a fee-only Registered Investment Advisory firm located in Erie, PA. We specialize in helping executives and professionals, including business owners increase income, reduce taxes and invest smarter in retirement. Unlike most financial advisory firms, One-Up Financial employs licensed CPAs and Certified Financial Planners giving our clients peace of mind knowing they're receiving the highest, most sophisticated level of financial service on the market. Check out our website to learn more about the One-Up Financial advantages.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 1001 State Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- oneupfinancial.com
- Keywords
- Financial Planning, Investment Management, Retirement Planning, Tax Planning, Tax Preparation, Succession Planning, Estate Planning.
- HQ
- Erie, PA
One-Up Financial Questions
One-Up Financial's website is oneupfinancial.com
One-Up Financial's LinkedIn profile is https://www.linkedin.com/company/one-up-financial
One-Up Financial has
4 employees.
View email and phone details for 4
employees at One-Up Financial.
One-Up Financial's industry is
Financial Services
One-Up Financial's top competitors are
Emif Group,
Jfs Wealth Advisors,
One Up Financial Consultants Pvt Ltd,
Schaffner, Knight, Minnaugh & Company, P.c.,
Oneup,
One Up Investment Partnership Fund,
Oneup Trader,
Agresti Real Estate,
Kensys,
Erie Downtown Development Corporation ("eddc").
One-Up Financial's categories are Financial Services
One-Up Financial's founding year is 2020
