Isi Financial Products Email Format
BankingPennsylvania, United States1 Employees
Isi Financial Products, operating as ISI Financial Group, is an independent financial advisory practice based in Lancaster, Pennsylvania. It delivers financial and retirement planning, investment asset management, and business and estate planning services for individual and corporate clients. As an independent advisor, it provides guidance outside of a tied corporate platform within the banking industry. The firm serves a client base consisting of individuals and organizations seeking comprehensive wealth and succession planning. In August 2022, ISI Financial Group merged with Greenspring Advisors, a Towson, Maryland-based firm. The merger linked the Lancaster operation to a larger independent advisory platform and extended Greenspring’s footprint into Pennsylvania.