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Rod Diaz Email
Manager Retirement Plan Services . HBKS Wealth Advisors
Erie, PA
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How to contact Rod Diaz
Join and see Rod's contact info for free!Current Roles
Employees:
136Revenue:
$28.6MAbout
HBKS® Wealth Advisors is distinguished by its comprehensive, customized and objective approach to managing wealth. Consistently recognized by national industry listing and rating entities for investment advisors based on size and services offered, HBKS is in the $1 billion-and-over asset category based on assets under management, with increasing AUM of over $3 billion. Today, HBKS advisors in 12 offices operate with a family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals. \n\nInsurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.HBKS Wealth Advisors Address
5121 Zuck RoadErie, PA
United States