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Northwest Investment Services

Northwest Financial Services* has all of the resources you need to help you plan for your financial future. Investment advisory services are available at all of our banking offices and can be customized to fit your specific needs. Our financial advisors are fully registered by the appropriate agencies and will work with you to recommend specific investments geared to help you achieve your financial goals.

You can choose from a wide array of financial solutions. They include:

  • Stocks & Bonds
  • Annuities and other insurance products
  • Mutual Funds
  • Roth IRAs
  • Rollover IRAs
  • Money market funds

To find out more about how Northwest Financial Services can help you manage your portfolio, contact one of the following Financial Advisors or stop by your local Northwest Savings Bank location. You can rest assured that you are always getting an objective, unbiased assessment of your options.

Please click on an employee name below for further information.

  • Financial Advisor

    Covers Southern Tier � New York Region

    Primary Office
    311 East Fairmount Ave Lakewood, NY 14750


    Click here to email Kenneth

  • Financial Advisor

    Covers McKean County - Northwest Region Primary Office 33 Main Street Bradford, PA 16701

    814-362-3503 ext. 2471

    Click here to email Barbara (

  • Covers South Hills District - Pittsburgh Region

      Primary Office429 Washington Avenue, Suite 3 Bridgeville, PA 15017

    412-221-6787 x 18

    Click here to email Drew

  • CDFA®, Financial Advisor

    Covers Crawford County

    Primary Office999 South Main Street Meadville, PA 16335


    Click Here to email Toni

  • Covers Potter and Tioga County Regions

    Primary Office61 Main Street Wellsboro, PA 16901 570-724-2621

    Click Here to email Linda

  • Financial Advisor 

    Covers Erie Region

    Primary Office
    1030 State Street, Suite 1 Erie, PA 16501


    Click here to email David 

  • Erie County

    Primary Office
    1030 State Street, Suite 1

    Erie, PA 16501


    Click here to email Nick

  • >

    Assistant Brokerage Operations Manager

    Primary Office

    237 Second Avenue Warren, PA 16365


    Click here to email Tanya

  • CFP®, CTFA®, Trust Officer & Financial Advisor

    Covers Lebanon, Dauphin, Schuylkill, & North Lancaster Counties

    Primary Office1048 East Main Street Palmyra, PA 17078


    Click here to email Mark

  • Vice President, Senior Financial Advisor

    Covers Northwest Region

    Primary Office237 Second Avenue Warren, PA 16365

    (814) 728-7080

    Click here to email Tom

  • Covers Venango County Region

    Primary Office1301 Liberty Street Franklin, PA 16323 814-432-2195

    Click Here to email Jerry

  • Financial Advisor

    Covers Central Region

    Primary Office204 West Beaver Avenue State College, PA 16801


    Click here to email Doreen

  • CFP®, Senior Financial Advisor

    Covers North Hills District -Pittsburgh Region

    Primary Office125 Emeryville Drive, Suite 100 Cranberry Township, PA 16066


    Click here to email Brian

  • Financial Advisor

    Covers Erie County 

    Primary Office4545 Transit Road Williamsville, NY 14221 716-631-8766 ext. 33033

    Click here to email Ronald

  • Financial Advisor Covers Lebanon County Primary Office
    547 South 10th Street Lebanon, PA 17042

    Click here to email Ryan

  • CLU, CFP®, Senior Financial Advisor

    Covers South Lancaster & York Counties

    Primary Office2220 South Queen Street York, PA 17402


    Click here to email Jay

  • Financial Advisor
    Covers Maryland Region

    Primary Office
    101 Maiden Choice Lane Baltimore, MD 21229

    410-242-1234, ext. 4307

    Click here to email Neil

Securities are offered through, and advisors are registered with Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Northwest Advisors, Inc. Cetera Investment Services LLC is independent of Northwest Advisors, Inc. and Northwest Savings Bank.

100 Liberty St.     Warren, PA 16365        (814) 728-7264

Not FDIC Insured      Not Bank Guaranteed      May Lose Value
Not a Bank Deposit      Not Insured by any Federal Government Agency

Category: Advisor

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