iTP Partners is a professional, independent financial advisory firm that provides comprehensive and personalized financial advice to individuals, families and their businesses. With offices in Florida and New York, iTP Partners is right where you need us to be. Our qualified and experienced financial advisors are here to create the most strategic and beneficial plans that will meet your goals today and long into your future.
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iTP Partners Questions
The iTP Partners annual revenue was $7 million in 2026.
Jeffrey Hartman is the Managing Director of iTP Partners.
6 people are employed at iTP Partners.
iTP Partners is based in Pittsford, New York.
The NAICS codes for iTP Partners are [52393, 523, 52, 5239].
The SIC codes for iTP Partners are [62, 628].
Top iTP Partners Employees
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Jeffrey Hartman
Managing Director at iTP Partners
Ponte Vedra Beach, FL, US23 -
Tom Beam
Partner at iTP Partners
Rochester, NY, US15+ -
Daniel Dipaola
Certified Financial Planner at iTP Partners
Rochester, NY, US4 -
Barbara Marshall
OSJ Director of Operations at iTP Partners
Ponte Vedra Beach, FL, US55 -
Reid Wingate
Wealth Management Advisor at iTP Partners
Florida, United States22
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