Integrated Financial Partners

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

1300 Route 73 Ste 314, Mount Laurel, New...

Phone Number

(856) 291-0142

Revenue

<$5 Million

Industry

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

Integrated Financial Partners specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for their clients. They focus on understanding client goals and developing personalized financial plans that ensure security and tax efficiency. Their services include lifetime income models, business owner planning, wealth management, and estate planning, catering primarily to high net worth individuals and families. The firm emphasizes building long-lasting relationships with clients throughout their financial planning journey.Explore more
Integrated Financial Partners's Social MediaPopular SearchesIntegrated Financial PartnersIntegrated Financial Partners IncSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Part...

<$5M
1-10
Private
-
-
PK
Paul KoenigFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RW
Rachel WeinertManager, Operations
<$5M
1-10
Private
-
-
DC
Derek ChesleyCase Design Specialist
<$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
Illustration of an envelope

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.theifpgroup.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: Integrated Financial Partners, Osman, Amy Oviedo, Timothy Carlson
What technology does Integrated Financial Partners use?
Some of the popular technologies that Integrated Financial Partners uses are: Drupal, Wistia, Google Tag Manager, GoDaddy DNS
How do I contact Integrated Financial Partners?
Integrated Financial Partners contact info: Phone number: (856) 291-0142 Website: www.theifpgroup.com
What does Integrated Financial Partners do?

Integrated Financial Partners specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for their clients. They focus on understanding client goals and developing personalized financial plans that ensure security and tax efficiency. Their services include lifetime income models, business owner planning, weal... th management, and estate planning, catering primarily to high net worth individuals and families. The firm emphasizes building long-lasting relationships with clients throughout their financial planning journey.Read More

What are Integrated Financial Partners social media links?
Integrated Financial Partners Facebook page
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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