Integrated Financial Concepts

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

102 El Dorado St, Auburn, California, 95...

Phone Number

(530) 886-8550

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Integrated Financial Concepts

Integrated Financial Concepts (IFC) is a financial services firm that specializes in holistic wealth management, business succession planning, and family legacy planning. They focus on building long-term relationships with clients by providing sound financial advice and tailored strategies to meet individual needs. IFC emphasizes high efficiency and quick responses, ensuring clients receive timely support and communication. Their target clients include individuals and businesses seeking comprehensive financial planning and management solutions.Explore more
Integrated Financial Concepts's Social MediaPopular SearchesIntegrated Financial Concepts IncIFC and Insurance Marketing IncEdward Jones-Financial Advisor: Natalie LitchfieldIntegrated Financial ConceptsSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Concepts Org Chart

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Manager, Accounts

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Conc...

<$5M
1-10
Private
-
2001
DR
Deanie RepecManager, Accounts
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
1-10
Private
-
1984
NS
Nicole SeibertRelationship Manager
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2016
TG
Thomas GraffeoFounder & Certified Financial Planner (Cfp) & Certified Investment Management Analyst (Cima)
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Integrated Financial Concepts Tech Stack

A closer look at the technologies used by Integrated Financial Concepts

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Frequently Asked Questions Regarding Integrated Financial Concepts

What is Integrated Financial Concepts's official website?
Integrated Financial Concepts's official website is www.ifcins.com
What is Integrated Financial Concepts's Revenue?
Integrated Financial Concepts's revenue is <$5 Million
What is Integrated Financial Concepts's SIC code?
Integrated Financial Concepts's SIC: 62,628
What is Integrated Financial Concepts's NAICS code?
Integrated Financial Concepts's NAICS: 52,523
How many employees does Integrated Financial Concepts have?
Integrated Financial Concepts has 1-10 employees
What industry does Integrated Financial Concepts belong to?
Integrated Financial Concepts is in the industry of: Finance, Securities Trading
What is Integrated Financial Concepts competition?
Integrated Financial Concepts top competitors include: Fischer Financial Group, BeamaLife, Dove Investment Research & Management, Rogers Financial Group
What technology does Integrated Financial Concepts use?
Some of the popular technologies that Integrated Financial Concepts uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Integrated Financial Concepts?
Integrated Financial Concepts contact info: Phone number: (530) 886-8550 Website: www.ifcins.com
What does Integrated Financial Concepts do?

Integrated Financial Concepts (IFC) is a financial services firm that specializes in holistic wealth management, business succession planning, and family legacy planning. They focus on building long-term relationships with clients by providing sound financial advice and tailored strategies to meet individual needs. IFC emphasizes high efficiency an... d quick responses, ensuring clients receive timely support and communication. Their target clients include individuals and businesses seeking comprehensive financial planning and management solutions.Read More

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

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