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Integrated Financial Solutions

EST. AUM
$303,305,402

CONTACTS
9

CLIENT ACCOUNTS
338

Firm Details

Metro area Atlanta
CRD Number 112038
Website integrated-financial-group.com
Client types

Overview

Integrated Financial Solutions operates as a cohesive team dedicated to supporting clients in achieving their financial aspirations. In addition to the direct relationship clients have with their Independent Financial Planner, a team of experienced professionals works diligently behind the scenes. The firm distinguishes itself by prioritizing clients' goals and objectives over merely selling financial products. Their approach fosters a meaningful relationship with clients, emphasizing the importance of time and health alongside financial resources in leading a fulfilling life.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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