Integrated Financial Consulting
Business Services · New York, United States · 11-50 Employees
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Overview
Headquarters
365 Ny-59 Ste 251, Airmont, New York, 10...Phone Number
(845) 426-6300Revenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Integrated Financial Consulting
Integrated Financial Consulting offers commission-free financial advice aimed at integrating various aspects of clients' financial lives, including tax planning, estate planning, insurance, and investment strategies. The firm operates on a unique model that prioritizes unbiased advice, with compensation based solely on client fees rather than commissions. Their services include ongoing financial planning through an open retainer program, as well as limited consultations for specific financial issues. Founded by J. Marc Vorchheimer, a Certified Financial Planner, the company caters to individuals and small business owners seeking comprehensive financial guidance.Explore more
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Integrated Financial Consulting is experiencing very low activity levels compared to other companies in the Business Services sector.
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Integrated Financial Consulting financials insights
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2020
Debt
$150K
2021
Debt
$146K
Integrated Financial Consulting Tech Stack
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Integrated Financial Consulting offers commission-free financial advice aimed at integrating various aspects of clients' financial lives, including tax planning, estate planning, insurance, and investment strategies. The firm operates on a unique model that prioritizes unbiased advice, with compensation based solely on client fees rather than commi... Read More
