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 (

  • AAMS®, Senior Financial Advisor


    Covers South Hills District - Pittsburgh Region

     Primary Office
    429 Washington Avenue, Suite 3
    Bridgeville, PA 15017
    412-221-6787 x 18


    Click here to email Drew


  • CDFA®, Financial Advisor

    Covers Crawford County

    Primary Office
    999 South Main Street
    Meadville, PA 16335


    Click Here to email Toni


  • Financial Advisor

    Covers Potter and Tioga County Regions

    Primary Office
    61 Main Street
    Wellsboro, PA 16901

    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 

  • Portfolio Manager / Licensed for Brokerage

    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 Office
    1048 East Main Street
    Palmyra, PA 17078


    Click here to email Mark


  • Vice President, Senior Financial Advisor



    Covers Northwest Region

    Primary Office
    237 Second Avenue
    Warren, PA 16365
    (814) 728-7080


    Click here to email Tom


  • Financial Advisor

    Covers Venango County Region

    Primary Office

    1301 Liberty Street
    Franklin, PA 16323

    Click Here to email Jerry

  • Financial Advisor

    Covers Central Region

    Primary Office
    204 West Beaver Avenue
    State College, PA 16801


    Click here to email Doreen


  • CFP®, Senior Financial Advisor

    Covers North Hills District -Pittsburgh Region

    Primary Office
    125 Emeryville Drive, Suite 100
    Cranberry Township, PA 16066


    Click here to email Brian


  • 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 Office
    2220 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


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