One-Up Financial

Services Offered

• Investment Management
• Retirement Planning
• Tax Services

About

One-Up Financial is a registered investment advisory firm located in Erie, Pennsylvania. The firm specializes in providing fee-only financial planning services, including investment management, retirement planning, and tax services. Their team consists of licensed Certified Public Accountants (CPAs) and Certified Financial Planners (CFP®) dedicated to helping clients who are nearing or have recently entered retirement. One-Up Financial focuses on assisting investors in achieving a more secure financial future with less stress.

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