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.
View Top Employees from ATI Financial Services, LLCWebsite | http://www.ati-financial.com/ |
Revenue | $1 million |
Employees | 10 (10 on RocketReach) |
Founded | 2006 |
Address | 1000 Brooktree Rd Suite 100, Wexford, Pennsylvania 15090, US |
Phone | (724) 933-9790 |
Fax | (724) 933-9783 |
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Industry | Financial Services, Credit Cards & Transaction Processing, Finance |
Competitors | Income Planning Group Inc, JLB Wealth Management Group LLC, Scripps Wealth Management, Stichler Wealth Management, Stoudt Wealth Management |
SIC | SIC Code 738 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 522 Companies, NAICS Code 5223 Companies, NAICS Code 522320 Companies, NAICS Code 52 Companies, NAICS Code 52232 Companies |
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The ATI Financial Services, LLC annual revenue was $1 million in 2024.
Thuylinh Doan is the Vice President of ATI Financial Services, LLC.
10 people are employed at ATI Financial Services, LLC.
ATI Financial Services, LLC is based in Wexford, Pennsylvania.
The NAICS codes for ATI Financial Services, LLC are [522, 5223, 522320, 52, 52232].
The SIC codes for ATI Financial Services, LLC are [738, 73].