724-933-9790

  • Home
  • Wealth Portal
  • Team
  • Contact
  • Resources 
    • Lincoln Solutions eDelivery
    • Pershing eDelivery
    • Glossary
    • Tax Center

Surprises

Making the most of surprises is a great reason to work with us.

Have A Question About This Topic?

Thank you! Oops!
 

Related Content

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Contact

ATI Financial Services, LLC.

Office: 724-933-9790

Fax: 724-933-9783

1000 Brooktree Road Suite 100

Wexford, PA 15090

rmarx@ati-financial.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com. ATI Financial Services, LLC. and the above firms are independent, and non affiliated.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Capital Analysts, and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Capital Analysts, Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Tax, legal or Social Security claiming advice is not offered through, or supervised by Capital Analysts, or Lincoln Investment.

When you link to any of these websites provided herein, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.  When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.