Jim Lyons, Financial Advisor

FINANCIAL ADVISOR
Jim Lyons

CFP®, CEPA®, AAMS™
1760 West 8th Street, Erie, PA 16505opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Sports Enthusiast
  • Volunteering
  • Reading

Team Members

  • Kathy Heverley
    Registered Branch Associate
  • Lorie Adams
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(814) 459-8657

Fax

(888) 245-4854

Office Address

1760 West 8th Street
Erie, PA 16505opens in a new window

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