Steve Faberman Email & Phone Number

Steve Faberman is a Private Wealth Manager at Integrated Financial Partners, Inc. at Integrated Financial Partners. He possess expertise in financial planning, investment management, tax reduction strategies, legacy planning, risk management and 15 more skills.

Listed skills include Financial Planning, Investment Management, Tax Reduction Strategies, Legacy Planning, and 16 others.

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  Private Wealth Manager

  Integrated Financial Partners

  Jan 2003 - Present - Waltham, Ma

  Helping clients determine their long-term financial goals and then finding creative solutions to their complex challenges is the primary focus of my practice. I understand that every person and situation is unique and requires tailored strategies and objective advice to help them determine the best course of action. As a Private Wealth Advisor for the past 25 years, I have been working with families and business owners to help them work towards their financial goals. We work as a team to create and implement customized retirement solutions that include investment management, long-term care insurance, tax reduction strategies, legacy planning, and more. Our team approach serves to better understand your goals, time horizon, and risk tolerance. We provide appropriate information and a deep level of resources so you can make educated decisions. You also get the support of my entire team including; my partner, Al Filosa, and Kristan Bjorkman, Director of Business Processing, Wendy Karkoska, Director of Client Relations, Carla Leombruno, Director of Client Reporting and Matthew Bonsall, Director of Investment Planning Operations. Together we bring a wealth of resources and personal service.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. 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 I am licensed to discuss and/or transact business please visit www. IFP-WealthManagement.com