Integrated Financial & Insurance Services

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1545 River Park Dr, Sacramento, Californ...

Phone Number

(916) 641-6300

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Integrated Financial & Insurance Services

Integral Financial LLC is a personal financial advisory firm based in the Bay Area, specializing in fixed income products such as bonds, notes, and CDs. They offer comprehensive financial planning services, including retirement plans, college savings plans, and estate planning. The company aims to provide tailored investment solutions to individuals looking to consolidate assets or start new investment accounts. With a focus on accessible investment tools and personalized advice, Integral Financial is dedicated to helping clients achieve their financial goals.Explore more
Integrated Financial & Insurance Services's Social MediaPopular SearchesIntegrated Financial & Insurance ServicesIntegral Financial LLCIntegral FinancialIntegral Financial PCIntegrated Financial and InsuranceSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial & Insurance Services Org Chart

PhoneEmail
FH
United States flag for contact location.

Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Integrated Financial & Insurance Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Integrated Financial & Insurance Services

Compare insights from companies similar to Integrated Financial & Insurance Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial & In...

<$5M
1-10
Private
<$5M
1977
$7.8M
11-50
Private
-
-
GW
Garrett WeiselVice President
<$5M
1-10
Private
-
2015
Mark Ross, President at MyLifeWerks Insurance Services
Mark RossPresident
<$5M
1-10
Private
-
2014
CG
Charles GaneSenior Partner
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2010
AF
Amy FooAgent and Broker
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Integrated Financial & Insurance Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Integrated Financial & Insurance Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integrated Financial & Insurance Services.

Integrated Financial & Insurance Services financials insights

Gather financial insights about Integrated Financial & Insurance Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Integrated Financial & Insurance Services's Financials Insights

Integrated Financial & Insurance Services Tech Stack

A closer look at the technologies used by Integrated Financial & Insurance Services

Top Finance Companies

Frequently Asked Questions Regarding Integrated Financial & Insurance Services

What is Integrated Financial & Insurance Services's official website?
Integrated Financial & Insurance Services's official website is www.infi.biz
What is Integrated Financial & Insurance Services's Revenue?
Integrated Financial & Insurance Services's revenue is <$5 Million
What is Integrated Financial & Insurance Services's SIC code?
Integrated Financial & Insurance Services's SIC: 62,628
What is Integrated Financial & Insurance Services's NAICS code?
Integrated Financial & Insurance Services's NAICS: 52,523
How many employees does Integrated Financial & Insurance Services have?
Integrated Financial & Insurance Services has 1-10 employees
What industry does Integrated Financial & Insurance Services belong to?
Integrated Financial & Insurance Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Integrated Financial & Insurance Services competition?
Integrated Financial & Insurance Services top competitors include: Livingstone Insurance & Financial Services, Cafaro Insurance Agency, Align Partners Insurance Agency, MyLifeWerks Insurance Services
What technology does Integrated Financial & Insurance Services use?
Some of the popular technologies that Integrated Financial & Insurance Services uses are: WordPress.org, PHP, Smarsh, Google Font API
How do I contact Integrated Financial & Insurance Services?
Integrated Financial & Insurance Services contact info: Phone number: (916) 641-6300 Website: www.infi.biz
What does Integrated Financial & Insurance Services do?

Integral Financial LLC is a personal financial advisory firm based in the Bay Area, specializing in fixed income products such as bonds, notes, and CDs. They offer comprehensive financial planning services, including retirement plans, college savings plans, and estate planning. The company aims to provide tailored investment solutions to individual... s looking to consolidate assets or start new investment accounts. With a focus on accessible investment tools and personalized advice, Integral Financial is dedicated to helping clients achieve their financial goals.Read More

What are Integrated Financial & Insurance Services social media links?
Integrated Financial & Insurance Services Linkedin page
Is Integrated Financial & Insurance Services a public company?
Integrated Financial & Insurance Services is private company therefore does not currently have an official ticker symbol
See more information about Integrated Financial & Insurance Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.