Roland Financial Wealth Management

05/01/2026

BIG NEWS for Roland Financial.

With full hearts and a deep sense of gratitude, we are excited to share that Roland and Leah have purchased the building at 3250 W. Lake Road as the future home of Roland Financial Wealth Management.

This is more than a building to us.
It is a step forward. A commitment to growth. A place where we can continue serving families, clients, and our community with the same care, values, and trust that have brought us this far.

The building is a three-floor, 9,000-square-foot space, and we are working with the Jeff Holes Architect firm to help us reimagine the front of the property and breathe new life into it.

We are excited to create a space that reflects not only where Roland Financial is going, but also the legacy we are continuing to build.

For years, this community has trusted us with conversations that matter: retirement, family, legacy, security, and the future. That trust is not something we take lightly. It is the foundation of everything we do.

To our clients, friends, team, and community: thank you.
Thank you for believing in us. Thank you for growing with us. Thank you for being part of this journey.

We are proud of where we have been, grateful for where we are, and incredibly excited for what is ahead.

More updates to come as we begin bringing this new chapter to life. Move in day slated for July 5th.

Thank you to Sherry Bauer Real Estate, Jeff Holes Design, ECRDA, and Erie Federal Credit Union for their support and guidance. 🫶

04/06/2026

Tax day is coming. 👀

Review information about due dates and when to file tax returns. Find out how to request an extension of time to file.

09/17/2025

Just a quick reminder — our Long-Term Care Seminar is coming up on Wednesday, October 1st, and I’d love to see you there.

👉 Why come?
Because today’s Long-Term Care solutions aren’t what they used to be. They’re smarter, more flexible, and in many cases, much more affordable than people realize.
We’ll walk through the misconceptions, the real costs, and the options that could make sense for you and your family.

My special guest, Jessica Iverson, Associate Vice President of Life Insurance at Advisors Excel in Topeka, Kansas, will be flying in just for us. She will share insights and personal experiences with family members needing such care—a role she felt destined to fulfill.

📅 Event Details
Date: Wednesday, October 1, 2025
Time: 12:00 PM or 6:00 PM
Location: Zem Zem Shrine Club, 2525 W. 38th Street, Erie, PA 16506

Light refreshments will be served.

👉 To save your seat, drop us an email ([email protected]) or call 814-833-2999.

I promise — this won’t be scary. Just real answers, a little clarity, and hopefully, some peace of mind.

Advisory services are offered through Roland Financial Wealth Management, LLC, an Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Roland Financial, LLC an affiliated company.

12/23/2024

As the year winds down, we want to take a moment to thank our network for your continued support and trust. We're looking forward to what the new year has in store.

We hope this holiday season brings you joy, warmth, and time with loved ones. Please note that while our office will be closed for a few days, we’re excited to connect with you when we return.

From all of us, Happy Holidays and New Year! ✨

07/04/2024

Happy Independence Day! As financial advisors, we think there’s no better way to celebrate this day than by sharing an overview of the numbers that shape our celebratory experiences:

🍴$9.5 billion - The estimated amount Americans spent on 4th of July food in 2023 — about $93.34 per person.
🌭 150 million - The number of hot dogs consumed each 4th of July — enough to stretch from D.C. to L.A. more than five times. It’s also the number of American flags sold in the U.S. each.
📺2 million - The number of people who tuned in to watch 2023 Nathan’s Famous International Hot Dog Eating Contest champs Miki Sudo and Joey Chestnut consume 102 hot dogs combined.
🍻$3 billion - The estimated amount of dollars Americans spent on beer and wine for the Fourth of July in 2023. If you partake, just remember to enjoy responsibly!
🎇$2.3 billion - The total U.S. consumers spent on fireworks in 2023.
🚗50.7 million - The number of people who traveled 50+ miles from home for the 4th of July, up 4% from 2022.

Whether your day includes travel, hot dogs and hamburgers, fireworks — or something else entirely — we’re wishing you a day filled with fun and relaxation!

07/01/2024

Shout out to Leah Humphries our COO and resident artist for donating this amazing piece to the Mercy Center for Women last month. It is a mixed media piece titled, "Home" and is 36" x 36". Yay Leah! Studio

04/12/2024

It's Friday! Enjoy the weekend friends!

04/11/2024

Offering financial education and guidance can be a game-changer in how your employees approach their retirement savings and overall financial wellness.

That’s why our team has compiled four best practices we can leverage together to make your 401(k) plan a pillar of empowerment and security in your workplace👉

If you would like to discuss 401(k) options, do not hesitate to reach out! We’re here to help you build a brighter future for your team.

04/10/2024

Shine bright like a diamond.♦️

04/09/2024

Tuesday Tip.