ATI Financial Services

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1000 Brooktree Rd Ste 100, Wexford, Penn...

Phone Number

(724) 933-9790

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices

About ATI Financial Services

ATI Financial Services, LLC. is a firm of Financial Planners and Certified Public Accountants that offers comprehensive investment, tax, and accounting services to individuals, families, and small businesses. They specialize in retirement planning, providing a unique approach that integrates tax and investment strategies to create customized retirement plans. The company is committed to ethical practices, prioritizing client interests and fostering personal relationships to better understand their needs. Their services include tax preparation, wealth management, estate management, and small business services.Explore more
ATI Financial Services's Social MediaSIC Code 62,628NAICS Code 52,522Show more

ATI Financial Services Org Chart

PhoneEmail
JW
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Lead Accountant

PhoneEmail
SS
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Operations Coordinator

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RM
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Partner

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TB
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Partner

PhoneEmail
JK
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Partner

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
LY
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Accounting Tax Specialist

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DP
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Administration Assistant

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RP
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Financial Advisor

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AL
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Financial, Cfp Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ATI Financial Services

<$5M
1-10
Private
-
2000
JW
Jeanine WiseLead Accountant
$5.7M
11-50
Private
-
2001
LC
Lisa CannonVice President, Operations
<$5M
1-10
Private
<$5M
1975
JG
John GergurichPresident - CFP, CPWA, AIF, EA, CLU
<$5M
11-50
Private
-
1985
MH
Michael HerkertService Professional
<$5M
11-50
Private
-
2006
WM
Wanda McLevisManager, Operations
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ATI Financial Services Tech Stack

A closer look at the technologies used by ATI Financial Services

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Frequently Asked Questions Regarding ATI Financial Services

What is ATI Financial Services's official website?
ATI Financial Services's official website is www.ati-financial.com
What is ATI Financial Services's Revenue?
ATI Financial Services's revenue is <$5 Million
What is ATI Financial Services's SIC code?
ATI Financial Services's SIC: 62,628
What is ATI Financial Services's NAICS code?
ATI Financial Services's NAICS: 52,522
How many employees does ATI Financial Services have?
ATI Financial Services has 1-10 employees
What industry does ATI Financial Services belong to?
ATI Financial Services is in the industry of: Finance, Business Services, Securities Trading
What is ATI Financial Services competition?
ATI Financial Services top competitors include: Cannon Advisors, Scripps Wealth, Income Planning Group, Westchester Financial Advisors
What technology does ATI Financial Services use?
Some of the popular technologies that ATI Financial Services uses are: Cloudflare Website Optimization, Datadog, Google Font API, Microsoft 365
How do I contact ATI Financial Services?
ATI Financial Services contact info: Phone number: (724) 933-9790 Website: www.ati-financial.com
What does ATI Financial Services do?

ATI Financial Services, LLC. is a firm of Financial Planners and Certified Public Accountants that offers comprehensive investment, tax, and accounting services to individuals, families, and small businesses. They specialize in retirement planning, providing a unique approach that integrates tax and investment strategies to create customized retire... ment plans. The company is committed to ethical practices, prioritizing client interests and fostering personal relationships to better understand their needs. Their services include tax preparation, wealth management, estate management, and small business services.Read More

What are ATI Financial Services social media links?
ATI Financial Services Linkedin page ATI Financial Services Twitter page
Is ATI Financial Services a public company?
ATI Financial Services is private company therefore does not currently have an official ticker symbol
See more information about ATI Financial Services

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