“We believe in empowering independent advisors to build the businesses they’ve always envisioned, while sharing a common goal – taking care of our clients.”
– PAUL SAGANEY, FOUNDER & PRESIDENT
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 forty-one advisors, one hundred and twenty-seven CPAs and forty 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.
Our number one goal is your success.
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Investment advice offered through Integrated Partners, a registered investment advisor. The financial consultants of Integrated Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. www.sipc.org www.finra.org Investment advice offered through Integrated Financial Partners, a registered investment advisor. LPL Financial and Integrated Financial Partners do not offer 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.integrated-partners.com.
Company Details
- Employees
- 56
- Founded
- -
- Address
- Boston , Ma, Us
- Phone
- (781) 890-3045
- in****@****sor.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- integrated-partners.com
- Keywords
- Financial Advisors, Advisors, RIA, Wealth Management, CPA, Financial Services, Estate Planning, Business Owner Solutions, Insurance.
- HQ
- Boston , MA
Integrated Partners Questions
Integrated Partners's helpline number is (781) 890-3045
Integrated Partners's website is integrated-partners.com
Integrated Partners's LinkedIn profile is https://www.linkedin.com/company/integrated-partners
Integrated Partners has
56 employees.
View email and phone details for 56
employees at Integrated Partners.
Integrated Partners's industry is
Financial Services
Integrated Partners's top competitors are
Cw Advisors,
Orion,
Merit Financial Advisors,
Crestwood Advisors,
Integrated Financial Partners,
Focus Partners Wealth,
Lpl Financial,
Mariner,
Ballentine Partners, Llc,
Mercer Advisors.
Integrated Partners's support email address is info@ifpadvisor.com
Integrated Partners's categories are Financial Services
Integrated Partners's founding year is 1996
