Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.IFPadvisor.com.
Company Details
- Employees
- 140
- Founded
- -
- Address
- 300 Fifth Avenue, 3rd Floor, Waltham,massachusetts 02451,united States
- Phone
- 5089261439
- in****@****sor.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ifpadvisor.com
- Keywords
- Fee-Based Financial Planning, Retirement Planning, Business Succession Planning, Lifetime Income Model™, Financial Second Opinion™, Business Owner Model™, Plan for Financial Comfort™, Integrated 401(k)™, Legacy Discussion™.
- HQ
- Waltham, Massachusetts
Integrated Financial Partners Questions
Integrated Financial Partners's helpline number is 5089261439
Integrated Financial Partners's website is ifpadvisor.com
Integrated Financial Partners's LinkedIn profile is https://www.linkedin.com/company/integrated-financial-partners
Integrated Financial Partners has
140 employees.
View email and phone details for 140
employees at Integrated Financial Partners.
Integrated Financial Partners's industry is
Financial Services
Integrated Financial Partners's top competitors are
Raymond James,
Lpl Financial,
Pallas Capital Advisors,
Lion Street,
Pitcairn,
Bny,
Integrated Partners,
Jptd Partners,
Wealth Enhancement,
Rockefeller Capital Management.
Integrated Financial Partners's support email address is info@ifpadvisor.com
Integrated Financial Partners's categories are Financial Services
Integrated Financial Partners's founding year is 1996
