Isi Financial Products logo

Isi Financial Products Employee Directory

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.

Find Isi Financial Products employees' phone numbers or email addresses

Isi Financial Products Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Europe
2

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  • Italy
    2

Isi Financial Products's Leadership

  • Stylized image of a person
    L. V.
    Director Of Client Communications
    Phone icon
  • Stylized image of a person
    L. Z.
    Director Of Client Communications
    Phone icon

Contact profiles from Isi Financial Products

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. V.
    Director Of Client Communications
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    L. Z.
    Director Of Client Communications
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Isi Financial Products known for?

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Isi Financial Products operates in the Banking industry. Explore Isi Financial Products's company overview page for more information.

What is Isi Financial Products's most common email format?

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Isi Financial Products employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Isi Financial Products email formats with LeadIQ.

How many employees does Isi Financial Products have currently?

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Isi Financial Products has approximately 1 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Isi Financial Products's key employees and leadership?

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As of July 2026, Isi Financial Products's key employees include:

  • Director Of Client Communications: L. V.
  • Director Of Client Communications: L. Z.

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