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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
    716-763-2265

     

    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 (bcummings@nwbcorp.com)

  • 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
    814-336-1164

     

    Click Here to email Toni

     


  • Financial Advisor


    Covers Potter and Tioga County Regions

    Primary Office
    61 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
    814-452-1000

     

    Click here to email David 


  • Portfolio Manager / Licensed for Brokerage


    Erie County

    Primary Office
    1030 State Street, Suite 1
    Erie, PA 16501
    814-452-1000

     

    Click here to email Nick

     

  • Assistant Brokerage Operations Manager



    Primary Office
    237 Second Avenue
    Warren, PA 16365
    814-728-7081

     

    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
    717-838-5418

     

    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

     

  • Sales Representative

     

    Primary Office
    237 Second Avenue
    Warren, PA 16365
    814-728-7081

     

    Click here to email Katie


  • Financial Advisor


    Covers Venango County Region

    Primary Office

    1301 Liberty Street
    Franklin, PA 16323
    814-432-2195

    Click Here to email Jerry

  • Financial Advisor


    Covers Central Region

    Primary Office
    204 West Beaver Avenue
    State College, PA 16801
    814-237-6854

     

    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
    724-778-0200

     

    Click here to email Brian

     

  • Financial Advisor

     

    Covers Erie County 

    Primary Office
    4545 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 Office
    2220 South Queen Street
    York, PA 17402
    717-747-8880

     

    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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