We can help you do what you want, whenever you want, with the people you love - now and during retirement.

New! 77 Videos

Yes. We are different than typical financial "salesmen."

LIVING A WEALTHIER, HEALTHIER, HAPPIER LIFE requires protecting the money you have and earning more if possible. To help you, we provide (1) MultiMedia Education, (2) Online & In-Person Events, (3) Retirement Strategy Analysis, (4) Comprehensive Planning, and (5) Annual Reviews.

EDUCATION

MultiMedia Education

TV/Videos
Radio/Podcasts
Books & eBooks
News Articles
Blog

42000 + Viewers

Discover the Truth

EVENTS

Fun & Interactive

Webinars
Lunch & Learns
Workshops
Seminars
Conferences

VIP Appreciation
Bullet Point 2

16000 + Attendees

Enjoy Learning

ANALYSIS

Of Any Policy

Annuities
Insurance
401(k)s
IRAs
College Funding
Pensions
Disability
Long-Term Care
Social Security
Group Medical

7000 + Policies Analyzed

Solve Problems

PLANNING

For the people you love 3d book cover_Sam Ingersoll (1)

Comprehensive

Financial Plans
College Funding
Retirement Plans
Wealth Mgmt
Legacy Plans

Fun
Interactive
Easy
Effective
Comprehensive

650 + Plans Developed

Get What You Want

*Estimates of viewers, attendees, policies analyzed, and plans developed based on partners records and interviews.

TRUE STORIES

Father Dies the Next Day

How Colleen Protected Her Children

Theresa Watches Over Them

Premature & Spina Bifida Succeeds

Watch 34 True Stories Videos

Protect the People You Love

WHO WE ARE

Frank Founder, CPA

As an Certified Public Accountant (CPA) for over 25 years, I've analyzed the tax returns and financial statements of thousands of families and businesses.

Most people are not aware of the unexpected taxes, hidden fees, and costly contract loopholes in t

heir financial policies and retirement strategies. For me, IvyWest Financial is about helping you protect the money you've worked so hard to earn. I'm the chief number cruncher. Contact me anytime.

Sam Founder, Advisor

My Dad always challenged me, "Don't tell me what you believe. Show me what you do and I'll tell you what you believe," so after graduating from Yale I worked for the next 22 years helping educational nonprofits and business owners earn more money, more easily by serving their customers better. Along the way I became a consumer advocate and educator. IvyWest Financial is the culmination of that work in a process designed to help you, your family, and your friends live wealthier, healthier, happier lives.

Meet All Our Team Members

New Offices, Summer 2016
Pittsburgh - South Carolina - Atlanta - Miami - Denver - San Diego

PHILADELPHIA

IvyWest Financial - IvyWest Healthcare
107 Chesley Drive, Suite 102
Media, PA 19063
(800) 254-4719 | (215) 469-2277

www.IvyWest.Financial
www.IvyWestFinancial.com
www.IvyWestHealthcare.com

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IOWA

IvyWest Financial - Iowa
105 Iowa Ave., Suite 231
Iowa City, IA 52240
(319) 471-4099 | (800) 254-4719