Integrated Financial Solutions Group
Financial Services
1820 Preston Park Blvd.
7 employees
- Employees
- 7
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Integrated Financial Solutions Group Overview
- Headquarters
- 1820 Preston Park Blvd.
- Website
- stopthewealthleakage.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2006
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Integrated Financial Solutions Group
Integrated Financial Solutions Group Integrated Financial Solutions Group (IFSG) is a full-service financial planning firm. We help clients develop a comprehensive strategy to integrate an individual’s or family’s financial goals, including risk management, investments, tax planning, retirement planning, and estate planning. We specialize in working with retirees but work with all clients. Our Mission is to help our clients assess every possible opportunity to STOP THE WEALTH LEAKAGE wherever it exists in their finance. This is accomplished by providing: The EDUCATION which is specific to needs and circumstances which may exist The RESOURCES appropriate to the task at hand The SERVICES which can turn goals and objectives into reality The EXPERIENCE which comes with almost three decades in business All of these together combine to provide you the SOLUTIONS you need, to provide for your needs, identify and accomplish your financial objectives, and to practice good STEWARDSHIP, respective of the resources you have been blessed with.
Integrated Financial Solutions Group Contact Details
- People in AeroLeads
- 1
- With contact data
- 1
- Email contacts
- 1
- 100.0% coverage
- Phone contacts
- 1
- 100.0% coverage
Integrated Financial Solutions Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mark Trewitt | Investment Management, Financial | Dallas-fort Worth Metroplex, United States |
Email
Phone
|
Employees by Management Level
Director
2 profiles
Individual contributor
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 2 | 1 |
| Finance | 2 | 2 | 1 |
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