Integrated Financial Partners - Company Information
"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. ************************************************************************ 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.
Financial Services
Integrated Financial Partners - Technology Stack
Find prospects by the technologies they use. Use this section to learn more about key technologies and tools, tracked by Sprouts.ai, used by Integrated Financial Partners.
Materialize
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Javascript
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Vue.js
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
TweenMax
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Polyfill
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
PHP
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Employee profile
John Doe
CEO
Samantha Duncan
CTO
Gary Austin
MD
Jonathan Shaw
CMD
Janice May
MD
Janet McDonald
CFO
Integrated Financial Partners - Company Information
"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. ************************************************************************ 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.
Financial Services
Integrated Financial Partners - Technology Stack
Find prospects by the technologies they use. Use this section to learn more about key technologies and tools, tracked by Sprouts.ai, used by Integrated Financial Partners.
Materialize
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Javascript
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Vue.js
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
TweenMax
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Polyfill
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
PHP
Some quick example text to build on the card title and make up the bulk of the card&aposs content.
Employee profile
John Doe
CEO
Samantha Duncan
CTO
Gary Austin
MD
Jonathan Shaw
CMD
Janice May
MD
Janet McDonald
CFO
