724-935-3770

INDIVIDUAL FINANCIAL SERVICES

A view that encompasses your full financial picture.
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Client Centered & Comprehensive

We know that each client is unique and has unique dreams and goals for their future.  We are committed to bringing you comprehensive, customized planning that is informed by your unique financial profile and landscape. 

Who We Are

With a history dating to 1971, our team offers you the benefit of more than 70 years of combined financial industry experience.

Independent

We act in the best interests of our clients without pressure to promote a particular product or strategy.

Collaborative

We partner with your other professionals (attorneys, CPA’s, etc.) and leverage their knowledge and experience.

Individualized

We value each client, so it is important for us to offer the most personalized guidance and financial planning possible.

Comprehensive

We will help you look beyond retirement and toward a more meaningful path to your overall financial independence.

Who We Serve

While we work with many types of clients, including individuals, families, business owners, professionals, pre-retirees, and retirees, we find that many share similar concerns, goals, and objectives.

Business Owners

You want to grow your business for your financial success.

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Families & Individuals

You are balancing the demands of careers, family, and finances.

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Professionals

You need experienced financial guidance as you build and grow you career.

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Pre-Retirees

Let us assess your strategy and portfolio to help test your retirement readiness.

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Retirees

You have worked hard and now you are ready to enjoy that next chapter of your life.

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Our Team

Our training and vast financial services experience allows us to help you define and create a comprehensive plan to support your financial journey.

NEIL H. PETTES, CFP®

Managing Partner

Meet Neil

MARTIN J. MANCUSO, ChFC®

Founding Partner

Meet Martin

MATTHEW WILEY, CFS®

Financial Planning Analyst

Meet Matthew

Check the background of investment professionals on FINRA’s BrokerCheck.

Reach Us

Email or call us, we would love to hear from you!

1000 Stonewood Drive
Suite 100
Wexford, PA  15090

(724) 935-3770

(724) 935-3775

info@ifsadv.com

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Individual Financial Services are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, ME, MD, MA, MI, MN, MS, NE, NY, NC, OH, PA, RI, SC, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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Individual Financial Services