IFinancial Services Group

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IFinancial Services Group We evaluate every part of your life and what needs to be done to pursue your goals, manage your risk How do we do that?

To provide financial services and products through ethical, high-quality wealth management to individuals, families, and organizations. By offering investments, insurance, and financial planning with a multitude of options built on the depth of our professional network, our experience, and our service-first mentality. We get to know our clients deeply and create completely unique and customized strategies for them. We don't believe in having one portfolio that applies to every client - instead, each and every client gets customized strategies planning that apply to their unique situation and needs. Disclosures:
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.finra.org | www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy of completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

A home is the single largest financial commitment for most people. What mortgage fits you best?
10/08/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
10/07/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Saving for college doesn’t have to be as complicated as college itself.
10/06/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Currency has been around for a long time. Here's a quick history lesson.
10/05/2026

Currency has been around for a long time. Here's a quick history lesson.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
10/04/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

You can start Social Security benefits as soon as you reach 62.  Know the rules before deciding.
10/01/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

This message provides a look at how variable rates of return impact investors over time.
09/30/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

Stay ahead this year with this handy Personal Finance Calendar.
09/29/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

You face sequence of returns risk. Know what it is?
09/28/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Address

5500 Steubenville Pike. Suite 2C
Pittsburgh, PA
15136

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14125358900

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