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Our Background

Welcome to Sankey Financial Services! While you are here, let us share our background and why we are genuinely devoted to helping our clients meet their financial goals.

Client Centered

Responding to the call of teaching others about financial stewardship, Greg Sankey, CFP®, envisioned providing his skills in Finance to benefit his local community. From this initiative, our firm was established in 2007, providing financial services primarily to Educators, in Mercer and Crawford Counties. We expanded our territory in 2011 to also serve Indiana and Armstrong Counties. In June of 2020, our professional journey led us to become an Independent Firm and conduct business from our Mercer, PA office location.

As an Independent Firm, we work in your best interest providing customized guidance to help you develop your financial portfolio through trusted providers. We are equipped to serve anyone residing in Pennsylvania and Ohio, and several other states through an in-person meeting at our office, a video conference, or a phone appointment. Our experience is based in the educator market; however, we offer Educated Financial Solutions to clients in all professions, including our own families.