IFinancial Services Group

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 st

rategies 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.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
06/03/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Business owners should consider a succession plan sooner rather than later.
06/02/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Surprises crop up every day, and they’re a great reason to work with us.
06/01/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Periodic withdrawals in retirement may not be such a good idea.
05/31/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
05/28/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
05/27/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/26/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
05/25/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

The average college senior graduates with credit card debt. How will your kids manage money?
05/24/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Have you heard about the new contribution limits from the IRS? Read about it in our article.
05/21/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

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

Website

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