Helping you live your best life.

Our Mission

As the old saying goes, "life happens when you're busy making other plans". Our mission is to secure your future, and organize your financial life with your vision in mind. By working together to establish your wants and needs, we will implement a plan that is tailored to you. So when life does happen, the plans will already be made.

A Message from George Kramer

"As a Northwestern Mutual Wealth Management Advisor, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation."

- George Kramer Erie, PA

Physicians and Dentists

George Kramer works extensively with Physicians and Dentists on their financial security needs. Read about our patented claim process Disability Income Insurance for Medical Professionals.

About George Kramer

George Kramer strives to provide custom financial solutions for his clients and those they care about.  To that end, he has continued his education, earning a Masters of Business Administration (MBA) from Gannon University, and the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®).

George Kramer has been providing financial solutions for his clients in the Erie, PA area since 1993.

Close up of woman in deli with two workers in background

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4