Individual Financial Services, Inc.

Individual Financial Services, Inc. (CRD# 121504) is a financial advisory firm headquartered in Wexford, PA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Individual Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Martin J. Mancuso
CRD#: 318407
5000 Stonewood Drive, Suite 310, Wexford, PA 15090
96
Wealthminder
score

Martin Mancuso (CRD# 318407) is an Investment Advisor Representative working at Individual Financial Services, Inc. in Wexford, PA and has over 30 years of experience in the finance industry.

2
Neil H. Pettes
CRD#: 2622696
5000 Stonewood Drive, Suite 310, Wexford, PA 15090
76
Wealthminder
score

Neil Pettes (CRD# 2622696) is an Investment Advisor Representative working at Individual Financial Services, Inc. in Wexford, PA and has over 21 years of experience in the finance industry. Neil Pettes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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