Integrated Financial Partners

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

860 Greenbrier Cir Ste 200, Chesapeake, ...

Phone Number

(757) 596-3276

Revenue

<$5 Million

Industry

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

Integrated Financial Partners specializes in coordinated, goal-driven financial planning, providing expert guidance tailored to clients' needs. They serve a diverse clientele, including retirees, small business owners, working professionals, and women, focusing on strategies for retirement, wealth management, and estate planning. Their experienced team employs a three-step process to understand clients' financial situations, strategize based on individual goals, and execute plans while adapting to life changes. The company emphasizes long-term relationships built on open communication to help clients achieve their financial dreams.Explore more
Popular SearchesIntegrated Financial Partners IncSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Partners Org Chart

PhoneEmail
CF
United States flag for contact location.

Financial Planner

Flame icon indicating likelihood to engage via phone.PhoneEmail
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United States flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Part...

<$5M
1-10
Private
-
-
CF
Christopher FerrettiFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RW
Rachel WeinertManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RA
Richard AustinExecutive Director, Estate & Business Planning
<$5M
1-10
Private
-
-
SK
Stephen KolanoChief Investment Officer
<$5M
1-10
Private
-
2008
BM
Barbara MorganOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Integrated Financial Partners Tech Stack

A closer look at the technologies used by Integrated Financial Partners

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Frequently Asked Questions Regarding Integrated Financial Partners

What is Integrated Financial Partners's official website?
Integrated Financial Partners's official website is www.ifp-chesapeake.com
What is Integrated Financial Partners's Revenue?
Integrated Financial Partners's revenue is <$5 Million
What is Integrated Financial Partners's SIC code?
Integrated Financial Partners's SIC: 62,628
What is Integrated Financial Partners's NAICS code?
Integrated Financial Partners's NAICS: 52,523
How many employees does Integrated Financial Partners have?
Integrated Financial Partners has 1-10 employees
What industry does Integrated Financial Partners belong to?
Integrated Financial Partners is in the industry of: Finance, Securities Trading
What is Integrated Financial Partners competition?
Integrated Financial Partners top competitors include: Jeffrey M Armstrong, Amy Oviedo, Integrated Financial Partners, Integrated Financial Partners
What technology does Integrated Financial Partners use?
Some of the popular technologies that Integrated Financial Partners uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Integrated Financial Partners?
Integrated Financial Partners contact info: Phone number: (757) 596-3276 Website: www.ifp-chesapeake.com
What does Integrated Financial Partners do?

Integrated Financial Partners specializes in coordinated, goal-driven financial planning, providing expert guidance tailored to clients' needs. They serve a diverse clientele, including retirees, small business owners, working professionals, and women, focusing on strategies for retirement, wealth management, and estate planning. Their experienced... team employs a three-step process to understand clients' financial situations, strategize based on individual goals, and execute plans while adapting to life changes. The company emphasizes long-term relationships built on open communication to help clients achieve their financial dreams.Read More

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

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