Integrated Financial Partners

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

44 Old Ridgebury Rd Ste P140, Danbury, C...

Phone Number

(203) 456-3976

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 is a fee-based financial services firm that offers personalized financial planning and investment analysis to help clients achieve their financial goals. They provide a range of services including retirement planning, estate management, investment strategies, and tax advice, emphasizing the importance of coordinated financial affairs. The firm is dedicated to educating clients through various resources such as videos, articles, and calculators. With a focus on integrity and client relationships, Integrated Financial Partners aims to guide individuals and business owners through their financial journeys.Explore more
Popular SearchesIntegrated Financial Partners IncIntegrated Financial PartnersSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Partners Org Chart

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Part...

<$5M
1-10
Private
-
-
DC
Derek ChesleyCase Design Specialist
<$5M
1-10
Private
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-
N/A
<$5M
1-10
Private
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-
N/A
<$5M
1-10
Private
-
-
RW
Rachel WeinertManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
VM
Vicki McNamaraClient Relationship Manager
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

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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

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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.patriceborghese.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: Timothy Carlson, Osman, 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, Cloudflare CDN, Enom DNS Hosting, Datadog
How do I contact Integrated Financial Partners?
Integrated Financial Partners contact info: Phone number: (203) 456-3976 Website: www.patriceborghese.com
What does Integrated Financial Partners do?

Integrated Financial Partners is a fee-based financial services firm that offers personalized financial planning and investment analysis to help clients achieve their financial goals. They provide a range of services including retirement planning, estate management, investment strategies, and tax advice, emphasizing the importance of coordinated fi... nancial affairs. The firm is dedicated to educating clients through various resources such as videos, articles, and calculators. With a focus on integrity and client relationships, Integrated Financial Partners aims to guide individuals and business owners through their financial journeys.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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