Perspective Makes A difference
With more than 70 years of combined financial services industry experience, Individual Financial Services offers the key ingredient of perspective, which is a critical component as we develop your roadmap to help achieve your goals.
Our clients come from all walks of life: individuals, families, business owners, professionals, pre-retirees, and retirees.
We work with business owners, executives, and professionals from across several industries. Our clients range from young families just starting out on their financial journey to individuals enjoying their retirement years—and multigenerational families that have entrusted their financial goals to us for decades. We believe our clients work with us because we make the process easy for them, and they stay with us because we care about their dreams.
For decades, our professionals have weathered regulatory changes, market fluctuations, and unprecedented transformations in the financial industry.
Martin J. Mancuso, ChFC®, founded the firm more than 40 years ago. Over his career, he has helped clients navigate through some of the most difficult market cycles and economic events in history.
Walking the Walk
Throughout many market challenges, including 1987’s Flash Crash, the technology bubble collapse, the terrorist attacks on 9/11, the Great Recession, and more, IFS not only survived but continued to thrive.
Neil H. Pettes, CFP®, joined the team in 1994 and spearheaded technical and operational improvements to help the firm grow. Today, we continue to provide the services, support, and guidance clients need to reach their goals.
We believe it comes down to your trust and our commitment. Since our firm’s inception, trust, integrity, and commitment have remained the key tenets that guide our purpose and our actions.
We recognize that you are unique with distinct needs. We are committed to bringing you comprehensive and personalized planning based on your goals, investing time frame, and overall risk tolerance.
Our client-centric approach offers you concierge-level service and support—when and where you need it most.
We are an independent financial services firm. That means we are free to act in the best interests of our clients. Our interests are always aligned with yours.