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Irwin Financial, Inc. strives to help our clients retire comfortably, while preserving their wealth and maintaining a steady stream of income. Through Raymond James, we provide assistance in selecting an asset allocation consistent with your goals, and then execute the strategy using a variety of investment alternatives; including cash, certificates of deposit, fixed income securities, mutual funds, individual equities, investment managers, annuities, and insurance products. We strive to maximize your income by providing processes vital to your financial future, including estate planning, tax deferral, distribution planning, wealth transfer, managing account expectations and retirement cash flow analysis.

Why Irwin Financial, Inc.? We pioneer a unique service-oriented approach to asset management in which the majority of our resources are spent retaining clients, not attracting new prospects. State-of-the-art technological systems allow us to provide efficient and effective client service. Our staff's unique blend of experience and education help you accomplish your financial objectives.

Mission Statement

Our PURPOSE is to provide an environment that can enable our clients to fulfill their financial goals and dreams.

Our MISSION is to provide excellent and quality financial services to our clients.

Our GOAL is to fulfill our purpose and accomplish our mission profitably, with a commitment to excellence and integrity, to enjoy what we are doing, and to be the premier independent financial services company in central Pennsylvania.

Your Rights as a Client:

  • Courteous Service
  • A Trustworthy and Competent Financial Advisor
  • Suitable Recommendations
  • Timely Transactions at the Best Available Prices
  • Full Disclosure of Costs and Risks
  • Clear Communications
  • Comprehensive Statements and Trade Confirmations
  • Prompt Error and Complaint Resolution
  • Strict Confidentiality

Click here to read the Client Bill of Rights

Irwin Financial, Inc.
Financial and Insurance Services

1200 17th Street
PO Box 232
Altoona, PA 16601
Phone: 814-941-4411
Toll Free: 800-481-1515
brian.irwin@
raymondjames.com

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Securities and investment advisory services offered through
Raymond James Financial Services, Inc.
member FINRA/SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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