Integrated Financial Management

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1081 Greentree Rd, Pittsburgh, Pennsylva...

Phone Number

(412) 488-9700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Integrated Financial Management

Integrated Financial Management specializes in providing comprehensive financial planning services, including retirement and tax planning, life insurance, and estate planning. Their approach focuses on creating personalized financial roadmaps to help clients achieve their dream retirement and maintain financial independence throughout their lives. The company emphasizes transparency, support, and growth, ensuring that clients receive ongoing guidance as their financial needs evolve. Their target clients include individuals seeking to navigate their financial futures and retirees looking to enjoy their post-career years.Explore more
Popular SearchesIntegrated Financial Management IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Mana...

<$5M
11-50
Private
-
-
N/A
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
ML
Mary LeccaChief Compliance Officer
<$5M
11-50
Private
-
2020
AT
Aaron TrinhFinancial Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Integrated Financial Management Tech Stack

A closer look at the technologies used by Integrated Financial Management

Top Finance Companies

Frequently Asked Questions Regarding Integrated Financial Management

What is Integrated Financial Management's official website?
Integrated Financial Management's official website is www.ifm-pgh.com
What is Integrated Financial Management's Revenue?
Integrated Financial Management's revenue is <$5 Million
What is Integrated Financial Management's SIC code?
Integrated Financial Management's SIC: 62,628
What is Integrated Financial Management's NAICS code?
Integrated Financial Management's NAICS: 52,523
How many employees does Integrated Financial Management have?
Integrated Financial Management has 11-50 employees
What industry does Integrated Financial Management belong to?
Integrated Financial Management is in the industry of: Finance, Securities Trading
What is Integrated Financial Management competition?
Integrated Financial Management top competitors include: Wealthspire Advisors, Advanced Concepts, Argonautica Private Wealth Management, White Rose Wealth Management
What technology does Integrated Financial Management use?
Some of the popular technologies that Integrated Financial Management uses are: Drupal, AddToAny, Google Tag Manager, jsDelivr
How do I contact Integrated Financial Management?
Integrated Financial Management contact info: Phone number: (412) 488-9700 Website: www.ifm-pgh.com
What does Integrated Financial Management do?

Integrated Financial Management specializes in providing comprehensive financial planning services, including retirement and tax planning, life insurance, and estate planning. Their approach focuses on creating personalized financial roadmaps to help clients achieve their dream retirement and maintain financial independence throughout their lives.... The company emphasizes transparency, support, and growth, ensuring that clients receive ongoing guidance as their financial needs evolve. Their target clients include individuals seeking to navigate their financial futures and retirees looking to enjoy their post-career years.Read More

Is Integrated Financial Management a public company?
Integrated Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Integrated Financial Management

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