Aaron Wakley - Equitable Advisors

Aaron Wakley - Equitable Advisors I do Financial Consulting work with Equitable Advisors. They are not intended, and should not be relied upon, as insurance, investment or financial advice.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

Important Information & Disclosures: http://bit.ly/2f98X9d

Health-care coverage (including Medicare) typically does not cover extended medical care.
06/24/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
06/22/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
06/19/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
06/17/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
06/15/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
06/12/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
06/10/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/08/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
06/05/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/03/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Address

Erie, PA
16507

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+18144617200

Website

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