One-Up Financial
One-Up Financial is a fee-only Registered Investment Advisory firm located in Erie, PA. We specialize in helping executives and professionals, including business owners increase income, reduce taxes and invest smarter in retirement. Unlike most financial advisory firms, One-Up Financial employs licensed CPAs and Certified Financial Planners giving our clients peace of mind knowing they're receiving the highest, most sophisticated level of financial service on the market. Check out our website to learn more about the One-Up Financial advantages.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
6
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- EP
Eric Presogna
Owner · General Business & Management
EmailPhone - DJ
Dinesh Jain
Head of Finance · Finance & Accounting
EmailPhone - JB
Janel Bonsell
Company Owner · Other
EmailPhone
Showing 3 of 4 verified contacts
Top roles at One-Up Financial
4 distinct titles indexed · top 4 shown.
- 1company owner
- 1head of finance
- 1marketing advisor
- 1owner
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