SIGNUP WITH GOOGLEIntegrated financial partners
Integrated Financial Partners Inc. is an innovative approach to financial coordination through the formation of wealth management teams.
Information about Integrated financial partners
Company Categories
Finance, Fee-Based Financial Planning, Investment Banking, Financial Services, Retirement Planning, Business Succession Planning, Lifetime Income Model™, Financial Second Opinion™, Business Owner Model™, Plan for Financial Comfort™, Integrated 401(k)™, Legacy Discussion™,Integrated financial partners executive employees
jim littleton
DIRECTOR OF CLIENT
andrew jordan
Experienced Relationship Management
alla trachtenbe
Director of Operations
kristi carlson
Chief Financial Officer
alyssa negoshia
Practice Manager
lacy leblanc
Practice Manager
steve faberman
Private Wealth Manager
matthew bonsall
Director of Planning
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