Integrated Financial Concepts

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

8748 Brecksville Rd, Brecksville, Ohio, ...

Phone Number

(440) 550-4878

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
1
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1

About Integrated Financial Concepts

Integrated Financial Concepts offers a comprehensive range of financial services tailored to individuals, business owners, and professionals. Their expertise includes retirement planning, wealth management, estate strategy, and investment guidance, catering to clients from diverse backgrounds such as retirees, small business owners, and working professionals. The company emphasizes personalized financial strategies and long-term relationships, ensuring clients receive practical and customized solutions. With a team of experienced professionals, they aim to help clients navigate their financial journeys effectively.Explore more
Integrated Financial Concepts's Social MediaPopular SearchesIntegrated Financial ConceptsIntegrated Financial Concepts IncIntegrated ConceptsIntegrated Financial Concepts South FloridaIntegrated Financial Concepts LLCSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Concepts Org Chart

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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Conc...

<$5M
1-10
Private
-
2016
PW
Philip WinklerManaging Director
$10M
11-50
Private
-
-
SA
Susan AlatiDirector, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
MG
Matthew GlowackiFinancial Advisor
<$5M
1-10
Private
-
1901
AJ
Andrew JoyceInvestment Advisor & Representative & Financial Services Representative
<$5M
1-10
Private
-
-
JS
Janette ShelleyManager, Operations
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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.integratedconcepts.net
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: Copper Canyon Wealth Management, Mayer Private Wealth Management, MJ Teddy & Associates, JK Jones Financial Network
What technology does Integrated Financial Concepts use?
Some of the popular technologies that Integrated Financial Concepts uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Integrated Financial Concepts?
Integrated Financial Concepts contact info: Phone number: (440) 550-4878 Website: www.integratedconcepts.net
What does Integrated Financial Concepts do?

Integrated Financial Concepts offers a comprehensive range of financial services tailored to individuals, business owners, and professionals. Their expertise includes retirement planning, wealth management, estate strategy, and investment guidance, catering to clients from diverse backgrounds such as retirees, small business owners, and working pro... fessionals. The company emphasizes personalized financial strategies and long-term relationships, ensuring clients receive practical and customized solutions. With a team of experienced professionals, they aim to help clients navigate their financial journeys effectively.Read More

What are Integrated Financial Concepts social media links?
Integrated Financial Concepts Linkedin page Integrated Financial Concepts Twitter page 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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