iFinancial Services

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

969 Greentree Rd Ste 320, Pittsburgh, Pe...

Phone Number

(412) 535-8900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
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1

About iFinancial Services

iFinancial Services Group provides comprehensive financial planning services tailored to individual needs, emphasizing complete financial health. They combine the resources of a large firm with the personalized attention of a small business. Their offerings include retirement planning, investment management, estate planning, insurance, and tax services. The company aims to assist clients in achieving their financial goals while managing risks and ensuring long-term support for their families.Explore more
iFinancial Services's Social MediaPopular SearchesiFinancial ServicesGreenTree Financial ServicesGreentree Financial LLCKevin Lindner Financial ConsultantiFinancial Services Group LLCSIC Code 62,628NAICS Code 52,523Show more

iFinancial Services Org Chart

JB
United States flag for contact location.

Group Ifinancial Services President & Chief E...

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

iFinancial Services

<$5M
1-10
Private
-
2006
JB
Joseph BettenGroup Ifinancial Services President & CEO
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
1994
William Anastas, President & Chief Executive Officer at Namey Financial Group
William AnastasPresident & CEO
<$5M
1-10
Private
-
2010
DF
David FowlerWealth Advisor & Chief Financial Officer, Cpfa, Mrfc
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
1998
ME
Michelle ElkhouryDirector, Client Relations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

iFinancial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

iFinancial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about iFinancial Services.

iFinancial Services Tech Stack

A closer look at the technologies used by iFinancial Services

Top Finance Companies

Frequently Asked Questions Regarding iFinancial Services

What is iFinancial Services's official website?
iFinancial Services's official website is www.ifinancialservices.us
What is iFinancial Services's Revenue?
iFinancial Services's revenue is <$5 Million
What is iFinancial Services's SIC code?
iFinancial Services's SIC: 62,628
What is iFinancial Services's NAICS code?
iFinancial Services's NAICS: 52,523
How many employees does iFinancial Services have?
iFinancial Services has 1-10 employees
What industry does iFinancial Services belong to?
iFinancial Services is in the industry of: Finance, Securities Trading
What is iFinancial Services competition?
iFinancial Services top competitors include: Wiklund & Bond Financial Services, Nobile Hinchey Private Wealth Management, Vinson Financial Group, Alliance Financial Partners
What technology does iFinancial Services use?
Some of the popular technologies that iFinancial Services uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Google Tag Manager
How do I contact iFinancial Services?
iFinancial Services contact info: Phone number: (412) 535-8900 Website: www.ifinancialservices.us
What does iFinancial Services do?

iFinancial Services Group provides comprehensive financial planning services tailored to individual needs, emphasizing complete financial health. They combine the resources of a large firm with the personalized attention of a small business. Their offerings include retirement planning, investment management, estate planning, insurance, and tax serv... ices. The company aims to assist clients in achieving their financial goals while managing risks and ensuring long-term support for their families.Read More

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

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