About iFinancial Services
At iFS, we get to know and understand our clients through a comprehensive analysis of their personal financial situation and offer our Wealth Management, Insurance, and Retirement Plan services. We strive to simplify the client experience and will always put the client first. Unlike our competition, we don’t put all of our clients in the same model/portfolio, a “one size fits all” model. Every client receives a custom experience with a portfolio suited to each individual, tailored to address their concerns and goals.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Administrative Assistant | Relationship Manager