ATI Financial Services, LLC. is a firm of Financial Planners and Certified Public Accountants, providing comprehensive investment, tax and accounting services to individuals, families and small businesses. Because of our integrated practice, we are able to provide a uniquely analytical and common-sense approach to servicing our clients.
Specifically, when it comes to retirement planning, our tax and investment knowledge shines. What makes us different from other firms that offer retirement planning services is that when you work with us, we are not just going to address your retirement planning objectives from an income perspective, but our representatives are going to build a custom retirement planning strategy from a tax perspective as well.
Above all, our mission is to provide accounting, tax and investment services in an ethical manner that places our client's interests before our own. We aspire to develop a friendship with our clients, getting to know them on a personal level in order to better understand their needs while still maintaining a professional, business relationship.
Please visit our website www.ati-financial.com for more information.
Advisory Services provided through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. ATI Financial Services, LLC and the above firms are independent, and non-affiliated. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.
Company Details
- Employees
- 7
- Founded
- 2006
- Address
- 1000 Brooktree Rd,
- Phone
- 724-933-9790
- rm****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ati-financial.com
- Keywords
- Tax Preparation and Planning, Wealth Management, Retirement Strategies, Cash Flow Analysis, Life Insurance and Annuities, Small Business Services, Accounting and Payroll Services.
- HQ
- Wexford, Pennsylvania
- Competitors
- ATI, Bahman Investment, Cognizant.
Ati Financial Services, Llc Questions
Ati Financial Services, Llc's helpline number is 724-933-9790
Ati Financial Services, Llc's website is ati-financial.com
Ati Financial Services, Llc's LinkedIn profile is https://www.linkedin.com/company/ati-financial
Ati Financial Services, Llc has
7 employees.
View email and phone details for 7
employees at Ati Financial Services, Llc.
Ati Financial Services, Llc's industry is
Financial Services
Ati Financial Services, Llc's support email address is rmarx@ati-financial.com
Ati Financial Services, Llc's categories are Financial Services
Ati Financial Services, Llc's founding year is 2006
