# SIP Financial Services

SIP Financial Services is a RIA based in Glenville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Glenville, United States
- **Assets under management:** Undisclosed
- **Website:** https://sipfinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/sip-financial-services

## Regulatory record

- **CRD number:** 144985
- **SEC file number:** 801-136467
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144985

## About

SIP Financial Services specializes in comprehensive financial planning and investment solutions. They help clients nearing or in retirement make smart decisions about all aspects of financial life, from investment and estate plans to insurance. Their primary goal is to help clients reach financial independence without sacrificing quality of life, with intensely personal service and a free no-obligation meeting.

## People

- Lanny
- Lanny Rosenbaum

## Questions

### Who runs investment decisions at SIP Financial Services?

No named principals or decision-makers have been identified in public records. The firm does not disclose leadership or investment personnel.

### Does SIP Financial Services participate in fund commitments or only direct deals?

Its investment approach is unknown. No public records indicate fund commitments or direct investments.

### What investment stages does SIP Financial Services typically target?

No target investment stages have been disclosed. The firm’s focus is not publicly verifiable.

### Which sectors does SIP Financial Services explicitly avoid?

No sector exclusions are known. The firm has not published any investment parameters.

## Related profiles

- [Arnold Investment Group](https://altss.com/profile/arnold-investment-group)
- [MUNICAP INC.](https://altss.com/profile/municap-inc)

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Last updated: 2026-08-11T15:08:04.536Z

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