With over three decades of experience in the financial services industry, Integrated Financial Solutions can help.
Our roots run deep with careers started in the insurance industry and education paths centered in holistic planning and putting the client first in all interactions.
A chance to branch out on our own in 2007 was the beginning of Integrated Financial Solutions. Years of serving clients of all ages, with greatly differing situations and goals, enabled us to easily transition to an independent financial planning and investment practice that caters to the needs of individuals, families, and small businesses.
An independent practice allows us to create and execute plans without limitations of products and services associated with a controlled supply of proprietary products offered by a corporate office.
At Integrated Financial Solutions, you can be assured that our solutions will match your needs and help move you toward the goals that matter most to you!
Securities offered through First Heartland ® Capital, Inc. Member FINRA & SIPC.
Integrated Financial Solutions is not affiliated with First Heartland ® Capital, Inc.
Advisory Services offered through First Heartland ® Consultants, Inc.
Company Details
- Employees
- 5
- Address
- 12035 University Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.ifsmidwest.com/
- Keywords
- Clive.
- HQ
- Clive, Iowa
Integrated Financial Solutions Questions
Integrated Financial Solutions's website is https://www.ifsmidwest.com/
Integrated Financial Solutions's LinkedIn profile is https://www.linkedin.com/company/integrated-financial-solutions-2024
Integrated Financial Solutions has
5 employees.
View email and phone details for 5
employees at Integrated Financial Solutions.
Integrated Financial Solutions's industry is
Financial Services
Integrated Financial Solutions's top competitors are
Innovative Captive Strategies,
Ultimus Leverpoint Private Fund Solutions,
Community And Family Resources,
Norwest Equity Partners (Nep),
Ita Group, Inc.,
Merchants Bonding Company,
J. Thelander Consulting,
Midwest Growth Partners,
S&s Employment Partners,
Tastenetwork, Llc.
Integrated Financial Solutions's categories are Financial Services
