One-Up Financial
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
1001 State St Ste 907, Erie, Pennsylvani...Website
www.oneupfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About One-Up Financial
One-Up Financial is an independent, fee-only financial advisor based in Erie, PA, specializing in financial planning, investment management, and tax strategies. The firm caters primarily to high-performing sales executives, small business owners, and retirees seeking to optimize their financial lives. With a team of licensed CPA and CFP professionals, One-Up Financial emphasizes a fiduciary duty to act in clients' best interests, offering tailored and comprehensive services without hidden fees. Founded by Eric Presogna, the company aims to disrupt the financial services industry by providing honest and transparent advice.Explore more
One-Up Financial Org Chart
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One-Up Financial is an independent, fee-only financial advisor based in Erie, PA, specializing in financial planning, investment management, and tax strategies. The firm caters primarily to high-performing sales executives, small business owners, and retirees seeking to optimize their financial lives. With a team of licensed CPA and CFP professiona... Read More
